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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

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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
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Location

Phoenix, Arizona, United States