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EPG, Incorporated

EPG, Incorporated

Categories

Investment Services

About

An Essential Strategist, Advisor and Partner to the Community Banking Industry Since 1984, the experts at EPG, Inc. have been serving several 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 recommendation.

Contacts

Primary
David Thomas
President & CEO

Chris Desjardins
Senior Bank Analyst, Asset Liability Strategist

Daniel Dube
SVP, CCO

Amy Feldman
Third Party Service Provider-Accounting

Connie Loveland
SVP, Senior Balance Sheet Strategist

Scott Miller
SVP, Investments

Nick Papageorge
VP, Investments

Alyson Rankin
Research & Project Associate

Jonathan Rankin
EVP, Director of ALM Services

Kathleen Thomas
SVP, Special Projects and Operations

Patrick Toolan
Senior Analyst, Asset Liability Management

Charles Wirth
AVP, Asset Liability Management

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