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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

Mar 22 · linkedin

EP Wealth is hiring in Phoenix. We are looking for a Client Relationship Associate to join our team. See the job posting below and if you, or anyone you know, is interested. Please get in touch. #hiring #jobposting #epwealth

Jul 9 · linkedin

I am extremely excited to announce that Pathlight Investors has officially been acquired by EP Wealth Advisors, a full service financial planning and investment RIA based in Torrance, CA (www.epwealth.com). The last 10 years have been so rewarding building Pathlight with the folks who are my family, and I am happy that the entire original founding team will move forward with EP Wealth Advisors. Thank you to our clients, supporters, and friends along this journey. I am looking forward to this evolution and everything we will be able to do as part of the EP Wealth family.

Related Questions

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What are some of the local charities that Adrian Larson supports through the Executive Council?
Adrian Larson
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Location

Phoenix, Arizona, United States