Phoenix – Biltmore, Arizona Office
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M.J. serves as a Regional Director and Partner of EP Wealth Advisors
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M.J. began his career with the mutual fund institution, Franklin-Templeton, where he held positions in various operational departments and on the equity trading desk. After that, he worked for Salomon Smith Barney in Menlo Park, CA, the epicenter of the technology revolution. M.J. returned to Arizona in 2001 to work at UBS Paine-Webber before co-founding Pathlight, which became part of the EP Wealth Advisors family in 2019.
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M.J. graduated from the University of San Francisco, earning a B.S. in Business Administration. He is an Accredited Investment Fiduciary.
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M.J. and his wife, Julie, have two children. He is involved in the community and honored to be a member of the Thunderbirds, a non-profit organization that raises funds through the Waste management Phoenix Open, the most attended golf tournament on the PGA Tour which has donated more than $100 million to Arizona charities.
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Author: M.J. Nodilo