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Scott Miller
Portfolio Manager / Client Strategist at Epg,
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Work Experience
Portfolio Manager / Client Strategist
Jan 2022 - Present · 3 years
Capital Markets
Jan 2020 - Dec 2021 · 1 years and 11 months
Business Development Consultant
Present
Company Details
11-50 Employees
For over 20 years, the experts at EPG, Inc. have been serving institutions of the community banking industry by providing comprehensive Asset Liability Management services integrated with client-centered investment advisory expertise. As an SEC registered investment advisor, EPG has a long tradition of delivering actionable balance sheet strategies which incorporate all elements of the balance sheet, from loan mix and pricing to appropriate and relevant investment recommendations.
Year Founded
1996
Social Media
Linkedin
Industry
Investment Management
HQ Location
60 William St Wellesley Hills, Massachusetts 02481, US
Keywords
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