E.P.G., INCORPORATED

E.P.G., INCORPORATED of FRAMINGHAM, MA is an SEC-registered investment adviser (CRD 106821). Regulatory assets under management: $3.2B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles, Corporations.

Officers, owners & control persons (24)

NameRoleLocation
Thomas LawrencePRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICERMemphis, TN
Thomas M LawrencePRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICERHanover, PA
Thomas R LawrencePRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT, DIRECTOROpelika, AL
Stella Wing Chung PangSHAREHOLDER—
Allan Robert DwyerSHAREHOLDER—
David Lawrence ThomasPRESIDENT, DIRECTOR—
Daniel Bruce DubeCHIEF COMPLIANCE OFFICER—
Mary-Laura GreelyDIRECTOR—
Jonathan Alan RankinDIRECTOR—
MACLEAN MALCOLM FRASERDIRECTOR—
KAISER SCOTT WILLIAMDIRECTOR—
PANG STELLA WING CHUNGEXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT, DIRECTOR; NOT EMPLOYED BY EPG A/O 1/21/22 (+2 more)—
DWYER ALLAN REXECUTIVE VICE PRESIDENT; SENIOR VICE PRESIDENT; VICE PRESIDENT—
FIELD FRIMETTE TOBYEXECUTIVE VICE PRESIDENT; SENIOR VICE PRESIDENT—
TEITLEBAUM LAWRENCEEXECUTIVE VICE PRESIDENT; SENIOR VICE PRESIDENT—
RANKIN JONATHAN ALANDIRECTOR—
DUBE DANIEL BRUCECHIEF COMPLIANCE OFFICER—
PANG STELLASENIOR VICE PRESIDENT; TREASURER—
MCLAUGHLIN WENDY ANNCHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER—
SANTOS CHRISTIANECHIEF COMPLIANCE OFFICER—
Greely Mary-LauraDIRECTOR—
Feldman Amy RosenCHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, DIRECTOR—
TEITELBAUM LAWRENCEEXECUTIVE VICE PRESIDENT—
DWYER ALLAN ROBERTEXECUTIVE VICE PRESIDENT; NOT EMPLOYED BY EPG EFF 1/28/22; SHAREHOLDER—

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