As markets and headlines change, your EP team is here to provide perspective and context that help you understand what’s happening today and stay aligned with a disciplined, long-term approach to planning for what’s important to you.
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During this outlook, EP Wealth's Investment team will share:Â
• Key asset class trends and the factors influencing recent performance
• How we’re assessing the U.S. economic backdrop as we move into Q1 2026
• Global developments shaping markets and investor sentiment
• How our Investment Committee is thinking about portfolio positioning in the current environment
Adam is the Managing Director of Investments at EP Wealth Advisors® where he oversees the firm's investment strategies and chairs the firm’s Investment Committee. As the voice of the firm’s investment strategy, Adam frequently provides market commentary across the media and in client communication pieces.
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Prior to joining EP Wealth Advisors® in 2014, Adam served as a Senior Portfolio Manager at City National Rochdale in Beverly Hills, where he specialized in research and portfolio construction while overseeing nearly $700 million on behalf of high-net-worth individuals, foundations, and trusts.
Adam holds a Bachelor of Science in Business Administration from the University of Southern California (USC), and earned his Master’s in Business Administration (MBA) from the University of California – Los Angeles (UCLA). In addition, Adam holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and Certified Financial Planner (CFP®) designations. Adam lives in Palos Verdes with his wife and two children, Hunter and Madison.Â
Adam is the Managing Director of Investments at EP Wealth Advisors® where he oversees the firm's investment strategies and chairs the firm’s Investment Committee. As the voice of the firm’s investment strategy, Adam frequently provides market commentary across the media and in client communication pieces.
Prior to joining EP Wealth Advisors® in 2014, Adam served as a Senior Portfolio Manager at City National Rochdale in Beverly Hills, where he specialized in research and portfolio construction while overseeing nearly $700 million on behalf of high-net-worth individuals, foundations, and trusts.
Adam holds a Bachelor of Science in Business Administration from the University of Southern California (USC), and earned his Master’s in Business Administration (MBA) from the University of California – Los Angeles (UCLA). In addition, Adam holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and Certified Financial Planner (CFP®) designations. Adam lives in Palos Verdes with his wife and two children, Hunter and Madison.Â