Adam N. Phillips, CFA, CAIA, CFP® in

Adam N. Phillips, CFA, CAIA, CFP®

Login to view DISC.
Managing Director, Investments at EP Wealth Advisors
📍 Torrance, California, United States

Adam Phillips is the Managing Director of Investments at EP Wealth Advisors, where he helps lead the firms investment process. A graduate of both USC and UCLA, he holds CFA, CAIA, and CFP® designations and is frequently featured as a market expert in national financial media.

He is the public face for his firms investment commentary, having grown into the role after initially seeing himself working behind the scenes.

Read the full overview →
Experience
21 Years
Current Role
Managing Director, Investments
Job Level
Mid-senior
Location
Torrance, California, United States
Personality Overview

How Adam shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Adam cares about

Investment Strategy
As a member of the EP Wealth Investment Committee, he helps establish asset allocation strategy and the firm's top-down approach to portfolio construction.
Market Commentary
He is often quoted in national media and makes regular appearances on platforms like Bloomberg Radio to discuss market trends and portfolio positioning.
+4 more topics Login to view topics
Career

Work history

2-2024
Managing Director, Investments
EP Wealth Advisors
2-2021 - 2-2024
Managing Director, Portfolio Strategy
EP Wealth Advisors
11-2016 - 2-2021
Director of Portfolio Strategy
EP Wealth Advisors
4-2014 - 11-2016
Senior Vice President - Investment Strategist
EP Wealth Advisors
7-2005 - 3-2014
Senior Portfolio Manager
City National Rochdale
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2013 - 2015
Master of Business Administration (Executive MBA Program)
UCLA Anderson School of Management
2001 - 2005
BS
USC Marshall School of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other EP Wealth Advisors Employees

Explore more public profiles from related professionals.

Justin Mikhalevsky
Justin Mikhalevsky
Chief Product & Technology Officer
EP Wealth Advisors
 Mike Madden
Mike Madden
Director, IT Operations and Security
EP Wealth Advisors
 Daniel Zeiger
Daniel Zeiger
Director, Head of Operational Risk
EP Wealth Advisors

More profiles

Discover additional public profiles from our index.

David Rice
David Rice
Head of Repo Trading and Arbitrage
Gelber Group LLC
JF
Justin Foley
Head of Trading
Gelber Group LLC
AS
Adarsh Sangani
Vice President, Residential Lending
Fremont Bank
JA
Jeff Ashlock
Sr Director, D. Chief Appraiser - Commercial Appraisal Division
Fremont Bank
Unlock the full playbookSee exactly how to sell to Adam. Free, 10 seconds.