Alan Berkshire
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Alan Berkshire Email & Phone Number

Chief Administrative Officer and General Counsel at EP Wealth Advisors
Location: Torrance, California, United States 10 work roles 2 schools
1 work email found @epwealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@epwealth.com
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Current company
EP Wealth Advisors
Role
Chief Administrative Officer and General Counsel
Location
Torrance, California, United States
Company size
516 employees

Who is Alan Berkshire? Overview

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Quick answer

Alan Berkshire is listed as Chief Administrative Officer and General Counsel at EP Wealth Advisors, a company with 516 employees, based in Torrance, California, United States. AeroLeads shows a work email signal at epwealth.com and a matched LinkedIn profile for Alan Berkshire.

Alan Berkshire previously worked as Chief Administrative Officer & General Counsel at Ep Wealth Advisors and General Counsel at Ep Wealth Advisors. Alan Berkshire holds Doctor Of Law (J.D.) from Columbia University In The City Of New York.

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Email format at EP Wealth Advisors

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{first_initial}{last}@epwealth.com
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Profile bio

About Alan Berkshire

Experienced business leader and General Counsel to wealth management and investment management businesses, with deep experience managing legal resources and cross-functional teams to optimize day-to-day operations and to develop and implement a wide range of strategic projects and transactions.

Listed skills include Alternative Investments, Investments, Asset Management, Investment Management, and 10 others.

Current workplace

Alan Berkshire's current company

Company context helps verify the profile and gives searchers a useful next step.

EP Wealth Advisors
Ep Wealth Advisors
Chief Administrative Officer and General Counsel
Torrance, CA, US
Website
epwealth.com
Employees
516
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Company profile
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10 roles

Alan Berkshire work experience

A career timeline built from the work history available for this profile.

Chief Administrative Officer & General Counsel

Current
Ep Wealth Advisors

Los Angeles Metropolitan Area

Alan oversees the legal, compliance, operations, client service, partnership integration and project management teams for fast-growing wealth management firm EP Wealth Advisors, LLC.

Oct 2023 - Present

General Counsel

Ep Wealth Advisors

Los Angeles Metropolitan Area

Alan serves as General Counsel for fast-growing wealth management platform EP Wealth Advisors

Feb 2022 - Oct 2023

Principal

Berkshire Advisors Llc

Alan provided project-based consulting services on a variety of matters to asset managers, wealth managers and family offices.

Oct 2019 - Feb 2022

Global Chief Operating Officer - Investments

Columbia Threadneedle, Inc.

Greater Chicago Area And Greater Boston Area

Alan led a team of over 40 supporting the day-to-day front office operations of the Global Investments Department for this large, global asset management business and he represents the Investments Department on strategic projects of the broader firm (through May 2019).

Jul 2017 - Jun 2019

Chief Operating Officer

Columbia Wanger Asset Management

Greater Chicago Area

Alan was responsible for all non-portfolio management functions at Columbia Wanger, the small- and mid-cap equity management boutique subsidiary of Columbia Threadneedle best known as the adviser to the Acorn family of mutual funds (through May 2019).

Apr 2015 - Jun 2019

President - N. America

Religare Global Asset Management, Inc.

Alan served as President for North America of the global asset management business unit of leading Indian integrated financial services firm based in New Delhi with majority ownership in two US-based alternative investments firms managing a total of approximately $14 billion of assets.

Jun 2011 - Nov 2013

Partner

Estancia Capital Management

With two partners, Alan engaged in the development of a new private equity business focused on making investments in small asset management, wealth management and related financial services firms.

Sep 2009 - Jun 2011

Senior Executive Vice President

Nuveen Investments

Alan held several senior operating roles at Nuveen, including Member of the Office of the Chairman, General Counsel and Corporate Secretary, Head of the Institutional Services Group, Head of the Closed-end Fund and Structured Product Group, and Head of Alternative and International Products. He also played a leading role in the acquisition and assimilation.

Sep 1997 - Jul 2009

Partner

Kirkland & Ellis Llp

Alan was a share partner in the Corporate & Transactional group, specializing in acquisitions, divestitures, joint ventures, and public and private issuances of securities.

Jun 1986 - Aug 1997
Team & coworkers

Colleagues at EP Wealth Advisors

Other employees you can reach at epwealth.com. View company contacts for 516 employees →

DM Debi Murphy Debi Murphy Colleague at Ep Wealth Advisors San Francisco Bay Area, United States View → RK Ryan Kuhn, Ms, Cfp® Ryan Kuhn, Ms, Cfp® Colleague at Ep Wealth Advisors Phoenix, Arizona, United States, United States View → BR Brad Robinson, Cfa, Cfp® Brad Robinson, Cfa, Cfp® Colleague at Ep Wealth Advisors Marietta, Georgia, United States, United States View → SR Sherryl Ray Sherryl Ray Colleague at Ep Wealth Advisors Manhattan Beach, California, United States, United States View → JO Julie O’Rourke, Mba, Cfp® Julie O’Rourke, Mba, Cfp® Colleague at Ep Wealth Advisors San Francisco Bay Area, United States View → HM Haylee Michaud Haylee Michaud Colleague at Ep Wealth Advisors Vancouver, Washington, United States, United States View → JD Juna Disha Juna Disha Colleague at Ep Wealth Advisors South Weymouth, Massachusetts, United States, United States View → CB Chad Burton, Cfp® Chad Burton, Cfp® Colleague at Ep Wealth Advisors Vancouver, Washington, United States, United States View → AB Alana Bauer Alana Bauer Colleague at Ep Wealth Advisors San Pedro, California, United States, United States View → RB Ross Bernstein Ross Bernstein Colleague at Ep Wealth Advisors Hermosa Beach, California, United States, United States View →
2 education records

Alan Berkshire education

FAQ

Frequently asked questions about Alan Berkshire

Quick answers generated from the profile data available on this page.

What company does Alan Berkshire work for?

Alan Berkshire works for EP Wealth Advisors.

What is Alan Berkshire's role at EP Wealth Advisors?

Alan Berkshire is listed as Chief Administrative Officer and General Counsel at EP Wealth Advisors.

What is Alan Berkshire's email address?

AeroLeads has found 1 work email signal at @epwealth.com for Alan Berkshire at EP Wealth Advisors.

Where is Alan Berkshire based?

Alan Berkshire is based in Torrance, California, United States while working with EP Wealth Advisors.

What companies has Alan Berkshire worked for?

Alan Berkshire has worked for Ep Wealth Advisors, Berkshire Advisors Llc, Columbia Threadneedle, Inc., Columbia Wanger Asset Management, and Religare Global Asset Management, Inc..

Who are Alan Berkshire's colleagues at EP Wealth Advisors?

Alan Berkshire's colleagues at EP Wealth Advisors include Debi Murphy, Ryan Kuhn, Ms, Cfp®, Brad Robinson, Cfa, Cfp®, Sherryl Ray, and Julie O’Rourke, Mba, Cfp®.

How can I contact Alan Berkshire?

You can use AeroLeads to view verified contact signals for Alan Berkshire at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Alan Berkshire attend?

Alan Berkshire holds Doctor Of Law (J.D.) from Columbia University In The City Of New York.

What skills is Alan Berkshire known for?

Alan Berkshire is listed with skills including Alternative Investments, Investments, Asset Management, Investment Management, Wealth Management, Cross Functional Team Leadership, Mutual Funds, and Joint Ventures.

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