Sign In
Get Clay Free →

Suggestions

    Adrian Larson

    Regional Director/Partner at EP Wealth Advisors

    Adrian Larson is the Regional Director and Partner at EP Wealth Advisors, based in Phoenix, Arizona. He has a diverse background in finance, beginning his career at Franklin Templeton in Edinburgh, Scotland, and subsequently working as a research analyst at Andor Capital Management. He later served as the lead Sector Analyst at SAC Capital Advisors before joining UBS Financial Services in 2006. In 2019, he co-founded Pathlight, which was integrated into EP Wealth Advisors.13

    Larson graduated with a Bachelor of Science in Finance from Pepperdine University. He is actively involved in his community through the Executive Council, which supports various local charities, including Phoenix Children’s Hospital and the Boys and Girls Clubs of Greater Scottsdale. Outside of work, he enjoys golf and skiing.12

    Highlights

    Aug 4 · Citywire USA
    Exclusive: EP Wealth Advisors buys $155m Arizona shop - Citywire USA
    Jul 11 · thediwire.com
    EP Wealth Advisors Expands to Phoenix with Latest RIA Acquisition
    Jul 10 · Business Wire
    EP Wealth Advisors Acquires Pathlight Investors, LLC - Business Wire

    Related Questions

    What are some of Adrian Larson's notable achievements at EP Wealth Advisors?
    How did Adrian Larson's experience at Franklin-Templeton influence his career?
    What specific financial services does Adrian Larson offer at EP Wealth Advisors?
    How has Adrian Larson's role evolved since joining EP Wealth Advisors in 2019?
    What are some of the local charities that Adrian Larson supports through the Executive Council?
    Adrian Larson
    Adrian Larson, photo 1
    Adrian Larson, photo 2
    Get intro to Adrian
    Add to my network

    Location

    Phoenix, Arizona, United States