- home
- about us
- Investment Approach
- Client Service Approach
- Market Analysis Summary
- Mission Statement
- Value Proposition
- Team Biographies
- Firm ADV PDFs
- Form CRS
- Firm Brochure-Part 2A of Form ADV
- Brochure Supplement Amit Stavinsky
- Brochure Supplement Frank Parks
- Brochure Supplement Dominick Savo
- Brochure Supplement Richard Mason
- Brochure Supplement Joe Estes
- Brochure Supplement Jonathan Ezra
- Statement Of Financial Strength
- Job Opportunities
- Letter to Clients
- member log-in
- contact us
Latest News about San Francisco Business
Recent news which mentions San Francisco Business
Glancy Wine Education Foundation Adds New Board Members and Achieves Platinum Charity Rating
May 16, 2024
Tickers
AP
From Send2Press Newswire
Empowering Women in Finance: Financial Women of San Francisco Announces Scholarship Winners
May 15, 2024
Tickers
AP
From Send2Press Newswire
Top Female Sports Executive, Lisa Pantages of the San Francisco Giants, Named FWSF 2024 Financial Woman of the Year
May 08, 2024
Tickers
AP
From Send2Press Newswire
Mountain View Welcomes the Launch of Nibav Lifts Showroom
March 28, 2024
Tickers
AP
From Send2Press Newswire
Tickers
AP
From Send2Press Newswire
EPIC Welcomes Jim McSherry – Joins as National Practice Leader for New Employer Stop Loss Center
April 06, 2022
Tickers
AP
From Send2Press Newswire
Ari Goldman of Choice Fine Art Opens Brentwood’s Only Fine Art Gallery with Choice Contemporary
April 01, 2022
Tickers
AP
From Send2Press Newswire
Nancy Pfund, Pioneering Leader in Impact Investing, Named FWSF Financial Woman of the Year 2022
March 17, 2022
Tickers
AP
From Send2Press Newswire
Tickers
AP
From Send2Press Newswire
EPIC Private Client Practice Poised for Success with the Appointment of Steve Nelson as Chief Growth Officer
February 22, 2022
Tickers
AP
From Send2Press Newswire
California Soul Food Cookout and Festival: An Event with Purpose
February 18, 2022
Tickers
AP
From Send2Press Newswire
Bay Brewers and Half Time Partner to Deliver Series of Mixed Packs, Starting with SF Beer Week Beers, to Consumers in 33 States
February 16, 2022
Tickers
AP
From Send2Press Newswire
EPIC Adds Joseph Freeman – Will Lead West Region Loss Control Team
February 07, 2022
Tickers
AP
From Send2Press Newswire
Shincheonji Church Holds Press Conference for America Viewers to Address New Seminar
February 07, 2022
Tickers
AP
From Send2Press Newswire
Nomis Solutions Appoints Fintech Veteran George Neal as Chief Product Officer, Promotes Prashant Balepur to SVP, Corporate Strategy and Partnerships
January 20, 2022
Tickers
AP
From Send2Press Newswire
Tickers
AP
From Send2Press Newswire
Certa Integrates with EcoVadis to Help Company Reach ESG Goals
January 07, 2022
Tickers
AP
From Send2Press Newswire
EPIC Acquires Oversea Insurance Agency – Continues Expansion of its Specialty Offerings
January 04, 2022
Tickers
AP
From Send2Press Newswire
EPIC and DIATOMS, Inc. Create Exclusive Partnership
December 29, 2021
Tickers
AP
From Send2Press Newswire
Certa Partners with Comply Exchange, Digitizes Third Party Tax Journey
December 10, 2021
Tickers
AP
From Send2Press Newswire
iTop Screen Recorder 2.0: Featuring High FPS Gameplay Recording in 4K UHD Quality with No lagging
November 22, 2021
Tickers
AP
From Send2Press Newswire
David McNeil Receives Broker of the Year Award
November 11, 2021
Tickers
AP
From Send2Press Newswire
Nomis Solutions Announces Strategic Collaboration with J.D. Power to Deliver Enhanced Automotive Finance Pricing Strategies to Financial Institutions
November 11, 2021
Tickers
AP
From Send2Press Newswire
Crawford McInnis Named Chief Sales Officer – Appointment will Lead EPIC to Next Level of Sales Excellence
November 09, 2021
Tickers
AP
From Send2Press Newswire
Neurotech Reports Announces Launch of New Publication Serving Bioelectronic Medicine Industry
November 08, 2021
Tickers
AP
From Send2Press Newswire
Certa Attracts More Top Talent, Marc Goldberg Departs Dun & Bradstreet to Head Customer Experience
October 27, 2021
Tickers
AP
From Send2Press Newswire
Vallejo Wash N Dry’s Wash For A Cause Wednesday Supports Vallejo’s Cooper Elementary School – Fundraising For Student Reading Materials
October 20, 2021
Tickers
AP
From Send2Press Newswire
Tickers
AP
From Send2Press Newswire
Nomis Solutions Senior Product Manager Erik McNally Honored as a 2021 HousingWire Insider
September 08, 2021
Tickers
AP
From Send2Press Newswire
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.
© 2025 FinancialContent. All rights reserved.