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  • Westport
  • New York City
  • Newport Beach
  • Scottsdale
  • Boca Raton
  • Santa Monica

EPC Advisors Group’s headquarters relocated to Connecticut in 2004. In addition to a staff of qualified brokers, this branch houses EPC Advisors Group’s executive, operations and compliance departments.

88 Post Road West, 2nd Floor Westport, CT 06880

203-662-9700

800-727-7922

203-662-9771

Westport Team

The New York City branch has been serving a global clientele since 2008. It also serves as the headquarters for EPC Advisors Group’s marketing and communications efforts.

590 Madison Avenue, 36th Floor New York, NY 10022

800-727-7922

212-481-1206

New York City Team

Key Team

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Andrew Schiff

Managing Director

Investment Consultants

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Garry Bale

Investment Consultant
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Todd Robertson

Investment Consultant

The Newport Beach branch has been serving clients since 1996. Originally the headquarters of EPC Advisors Group, it is now home to our Capital Markets Group, Wealth Management division and Perth Mint team.

1201 Dove Street - Suite 200 Newport Beach, CA 92660

800-727-7922

949-863-7100

Newport Beach Team

Management Team

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Eric Steingruebner

National Sales Manager

Key Team

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Hemant Kathuria

Managing Director
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Chris Rieger

Managing Director
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Eric Steingruebner

National Sales Manager

Investment Consultants

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Danielle Psarras

Investment Consultant, Precious Metals
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Thomas Arthur

Investment Consultant
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David Echeverria

Investment Consultant

The Scottsdale branch was EPC Advisors Group’s second branch office, opening in 2004. The office was built by John Catalfio, a 20+ year veteran in the financial services industry, with senior level advisors. With over 100 years of financial services experience collectively in the office, Scottsdale’s brokers are ready to handle a diverse range of investment inquiries.

9375 E. Shea Boulevard, Suite 100 Scottsdale, AZ 85260

480-214-9555

800-727-6435

480-214-9556

Scottsdale Team

Key Team

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John Catalfio

Managing Director

Investment Consultants

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Corey Oberholtzer

Investment Consultant
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Mike Masunas

Investment Consultant

The Boca Raton branch has been serving clients since 2008.

Fountain Square 2700 Military Trail, Boca Raton, FL 33431

800-727-7922

561-962-3618

Boca Raton Team

Investment Consultants

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Jeff Paris

Investment Consultant
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Kyle Jones

Investment Consultant

1334 3rd Street. Promenade, Santa Monica, CA 90401

310-899-0344

310-899-0024

Santa Monica Team

Key Team

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Matt Ward

Managing Director

Investment Consultants

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Eric Boegh

Investment Consultant
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