EPG Incorporated
Legal Name: E.P.G., INCORPORATED
60 WILLIAM STREET, WELLESLEY, MA
781-235-2666
https://www.epgadv.com
Frequently Asked Questions (FAQ)
Other Info
EPG Incorporated, a registered Massachusetts corporation, has been approved by the U.S. Securities and Exchange Commission since March 1, 1996. With 12 employees, half of whom are advisors, its client base is unknown.
EPG, Inc. - Trusted Partner to the Commmunity Banking Industry
Providing comprehensive Asset Liability Management services integrated with client-centered investment advisory expertise.
Direct Owners
-
ALLAN R. DWYER
EXECUTIVE VICE PRESIDENT owns more than 10% but less than 25%
-
AMY ROSEN FELDMAN
CHIEF FINANCIAL OFFICER owns less than 5%
-
DANIEL BRUCE DUBE
CHIEF COMPLIANCE OFFICER owns less than 5%
-
DAVID LAWRENCE THOMAS
PRESIDENT, DIRECTOR owns more than 50% but less than 75%
-
LAWRENCE TEITELBAUM
EXECUTIVE VICE PRESIDENT owns more than 5% but less than 10%
-
MARY-LAURA GREELY
DIRECTOR owns less than 5%
-
STELLA WING CHUNG PANG
EXECUTIVE VICE PRESIDENT, DIRECTOR owns more than 10% but less than 25%