BF
Ben Frey
Partner, Coo & Cco at Epiq Partners,
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Work Experience
Partner, Coo & Cco
Jul 2016 - Present · 8 years and 5 months
Fund Treasury Analyst
Jun 2011 - Feb 2016 · 4 years and 8 months
Portfolio Administration Associate
Jun 2010 - Apr 2011 · 10 months
Company Details
2-10 Employees
EPIQ Partners, LLC is a boutique investment office for successful families and their related interests. EPIQ Services: - Investment Counsel - Portfolio Management - Solution Driven Advice EPIQ Differences: - Intimacy and Advocacy (Maximum Client to Advisor Ratio of 30:1) - Fee-for-Service Relationship Model (Retainer-Based Fees) - Committed Managing Partners (We Invest in the same Opportunities Sharing the Risk and Rewards) EPIQ Strategies: - EPIQ Appreciation - EPIQ Income - EPIQ Preservation
Year Founded
2012
Social Media
Linkedin
Industry
Investment Management
HQ Location
2919 Knox Avenue South, Suite 200 Minneapolis, MN 55408, US
Keywords
Investment ManagementInvestment CounselPortfolio ManagementFinancial Planning
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Contact Details
  • Email AddressB**@epiqpartnersllc.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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