EPIC WEALTH MANAGEMENT of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 133629). Regulatory assets under management: $349.3M.
| Name | Role | Location |
|---|---|---|
| BLACK ALLISON SULLIVAN | AVP | — |
| OSHER WILLIAM DAVID | CHIEF COMPLIANCE OFFICER; CHIEF ECONOMIST / COMPLIANCE OFFICER; CHIEF OPERATING OFFICER/CHIEF ECONOMIST / COMPLIANCE OFFICER | — |
| ROUSH JEFFREY ALLEN | CHIEF EXECUTIVE OFFICER | — |
| SCHOLAR SETH ADAM | SENIOR EQUITY ANALYST/PORTFOLIO MANAGER DIRECTOR OF EQUITY INVESTMENTS | — |
| SLACK PAULETTE JOANNE | CHIEF COMPLIANCE OFFICER | — |
| GOOD LORAL | CHIEF EXECUTIVE OFFICER | — |
| HUDSON DAVID | OPERATIONS OFFICER; OPERATIONS OFFICER / PORTFOLIO MANAGER | — |
| SULLIVAN ALLISON LYNN | AVP; AVP, CHIEF COMPLIANCE OFFICER | — |
| HUDSON DAVID REED | CFP / OPERATIONS OFFICER / PORTFOLIO MANAGER | — |
| LEIDY JONATHAN DAVID | DIRECTOR OF BUSINESS DEVELOPMENT | — |
| GARWOOD MARK | CHIEF EXECUTIVE OFFICER | — |