Robert Green

Client Relationship Associate

Torrance, California

Robert provides administrative and client-service support to financial advisors, ensuring smooth operations and a positive client experience. His responsibilities include client communications, managing account documentation and assisting with the preparation of financial reports and presentations, as well as coordinating client meetings and following up on action items to maintain high levels of client satisfaction and trust.
Financial planning captured Robert’s interest because of his passion for helping people, especially in their efforts to create a more financially stable future. His previous experience in financial services before joining EP Wealth Advisors included serving as an Investment Operations professional at Capital Group, where he managed the daily processing and settlement of investment transactions to ensure accuracy and compliance with regulatory requirements. His role there also included overseeing portfolio accounting, reconciliation and reporting activities to support portfolio managers and traders.
Robert graduated from Pitzer College with a Bachelor’s degree in History.
When he’s not busy helping clients, Robert enjoys go-karting, bowling, visiting arcades, and going to amusement parks.