Sid Ean

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Consumer Services

Finance

Profile

Mr. Samuth S.
Ean is a Senior Portfolio Manager at EP Wealth Advisors LLC.
He is responsible for performing extensive investment research and analysis, providing information and making recommendations to the firm's Financial Planners on fund manager and investment selection, and active client portfolio management.
Prior to joining the firm, he was Chief Investment Officer with Ballou Plum Wealth Advisors, LLC from 2004-2016.
He received a Bachelor’s Degree in Political Science from Saint Mary’s College in 2004 and a Master’s Degree in Financial Analysis from University of San Francisco in 2010.

Former positions of Sid Ean

Companies	Position	End
EP Wealth Advisors LLC EP Wealth Advisors LLC Investment ManagersFinance EPWA is an active manager who believes that the most effective way to maximize returns while managing risk is through strategic portfolio diversification. The firm does not have any biases when it comes to portfolio asset allocation: they may select individual stocks, mutual funds, ETFs, individual bonds, REITs, commodities, or liquid alternatives, depending on what’s best for the client’s portfolio. This investment strategy allows them to create individualized, goal-oriented portfolios.	Analyst-Equity	01/08/2019
Ballou Plum Wealth Advisors LLC Ballou Plum Wealth Advisors LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	01/01/2016

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Training of Sid Ean

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Linked companies

Private companies	4
St. Mary's College (Indiana) St. Mary's College (Indiana) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of San Francisco University of San Francisco Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
EP Wealth Advisors LLC EP Wealth Advisors LLC Investment ManagersFinance EPWA is an active manager who believes that the most effective way to maximize returns while managing risk is through strategic portfolio diversification. The firm does not have any biases when it comes to portfolio asset allocation: they may select individual stocks, mutual funds, ETFs, individual bonds, REITs, commodities, or liquid alternatives, depending on what’s best for the client’s portfolio. This investment strategy allows them to create individualized, goal-oriented portfolios.	Finance
Ballou Plum Wealth Advisors LLC Ballou Plum Wealth Advisors LLC Investment ManagersFinance Provides investment advice	Finance

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