Alfonso Rodriguez, CFA

Alfonso Rodriguez, CFA

Investment Operations Associate

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  • Timeline

  • About me

    Associate Director at EP Wealth Advisors

  • Education

    • UC Santa Barbara

      -
      Bachelor of Arts (BA) Economics
  • Experience

    • EP Wealth Advisors

      Nov 2013 - Aug 2015
      Investment Operations Associate
    • U.S. Trust

      Aug 2015 - Oct 2016
      Portfolio Manager Assistant
    • Wells Fargo

      Oct 2016 - Mar 2019
      Investment Management Specialist
    • GC1 Ventures

      Mar 2019 - Jun 2021
      Portfolio Manager
    • Tarbox Family Office, Inc.

      Jun 2021 - Apr 2023
      Director of Investments
    • EP Wealth Advisors

      Apr 2023 - now
      • Associate Director - Alternative Investment Research

        Feb 2024 - now
      • Portfolio Strategist

        Apr 2023 - Jan 2024
  • Licenses & Certifications