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EP Wealth Names Patrick Goshtigian as CEO

EP Wealth Advisors LLC, a fee-only registered investment advisory and financial planning firm, has appointed Patrick Goshtigian to serve as its chief executive officer,...

ExchangeRight and Telos Appoint New Chief Investment Officer

ExchangeRight Real Estate, a sponsor of 1031 exchange investment programs, and its affiliate Telos Capital have appointed Brett Franklin as their new chief investment...