EPG, INCORPORATED

EPG, INCORPORATED

Banking Framingham, Massachusetts, United States 13 employees
Employees
13
epgadv.com LinkedIn

EPG, INCORPORATED Overview

Headquarters
Framingham, Massachusetts, United States
Phone Number
Available in AeroLeads
Website
epgadv.com
Industry
Banking
Employees
13
Founded
1996
Company Email
Available in AeroLeads
NAICS
Commercial Banking
Keywords
Asset Liability Management (ALM) Fixed Income/Equity Advisers Strategic Planning Financial Modeling

About EPG, INCORPORATED

For over 25 years, the experts at EPG, Inc. have been serving institutions of the community banking industry by providing comprehensive Asset Liability Management services integrated with client-centered investment advisory expertise. As an SEC registered investment advisor, EPG has a long tradition of delivering actionable balance sheet strategies which incorporate all elements of the balance sheet, from loan mix and pricing to appropriate and relevant investment recommendations.

EPG, INCORPORATED Contact Details

People in AeroLeads
4

EPG, INCORPORATED Org Chart

Sample employees and titles
Name Title Contact
Patrick Toolan Asset Liability Management Analyst
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Dave Thomas President at Epg Incorporated
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Chris Desjardins Sfo, Mcppo Director of Finance and Operations
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Scott Miller Portfolio Manager/client Strategist
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Employees by Management Level

Individual contributor 3 profiles
Executive 1 profile
Director 1 profile
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 1

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