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Evan Hanover Epstein

Seven Post Investment Office LP

San Francisco, CA

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Current Employers
Seven Post Investment Office Lp

One Montgomery Street Suite 3150, San Francisco, CA 94104-4505 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-01-21
  • CA RA
    APPROVED
    Since 2020-01-21

Branch Locations

1 Montgomery Street, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stifel, Nicolaus & Company, Inc. San Francisco CA 08/2017 08/2019
Ucla Los Angeles CA 08/2013 06/2017
Seven Post Investment Office Lp San Francisco CA 08/2019 Present
  • 08/2017 → 08/2019
    Stifel, Nicolaus & Company, Inc.
    San Francisco, CA
  • 08/2013 → 06/2017
    Ucla
    Los Angeles, CA
  • 08/2019 → Present
    Seven Post Investment Office Lp
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-03
S63 Uniform Securities Agent State Law Examination 2018-03-12
  • S65 Uniform Investment Adviser Law Examination
    2019-12-03
  • S63 Uniform Securities Agent State Law Examination
    2018-03-12
Other Names
  • Evan Epstein

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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