Team - EPIQ Partners

Bruce Langer, CFA

Co-Founder, Partner & CEO
EPIQ Since
2012
Expertise

Culture & Strategy

Client Service

Business Development
Alma Mater
University of Minnesota (BSB)

Credentials
CFA (Chartered Financial Analyst)
Daniel Aronson, CFA

Co-Founder, Partner & CIO
EPIQ Since
2012
Expertise

Investment Strategy

Portfolio Management

Client Service
Alma Mater
Skidmore College (BA)

Credentials
CFA (Chartered Financial Analyst)
Ben Frey, CTP

Partner, CCO & COO
EPIQ Since
2016
Expertise

Compliance

Operations

Client Service
Alma Mater
Willamette University (BA)

Credentials
CTP (Certified Treasury Professional)
Julie Ellison

Director of Client Service
EPIQ Since
2020
Expertise

Client Service

Operations

Events
Alma Mater
Marquette University (BA)
Noah Haverdink, CFP

Director of Planning & Analysis
EPIQ Since
2021
Expertise

Client Service

Financial Planning

Operations
Alma Mater
Northwestern College (BBA)

Credentials
CFP (Certified Financial Planner)
James Quinn, CFA

Director of Investment Research & Strategy
EPIQ Since
2025
Expertise

Investment Strategy

Portfolio Management

Client Service
Alma Mater
State University of New York at Cortland (BS), State University of New York at Albany (MBA)

Credentials
CFA (Chartered Financial Analyst)
Ben Lazarus, CFA

Partner & Wealth Strategist
EPIQ Since
2025
Expertise

Business Development

Client Service

Strategy and Solutions
Alma Mater
UC San Diego (BA), UMN Carlson School of Management (MBA)

Credentials
CFA (Chartered Financial Analyst)