We are EPG, Inc.

An essential strategist, advisor and partner to community-based financial institutions.

Meet Your Team

Our team of advisors works together seamlessly to provide the reporting and guidance your institution needs to navigate any financial climate. Our varied professional backgrounds and combined industry experience provides you with specialized knowledge and practical advice that is both extensive and unbiased.

Dave-Thomas

David L. Thomas

President

Jon-Rankin

Jonathan Rankin

Executive Vice President, Director of ALM Services

Amy-Feldman

Amy Feldman

Chief Financial Officer, Bank Strategist

Dan-Dube

Daniel Dube

Senior Vice President/Chief Compliance Officer

Scott Miller

Senior Vice President, Fixed Income Portfolio Manager

Kathleen Thomas

Vice President, Strategy/Special Projects Manager

Jason-Beshansky

Jason Beshansky

Assistant Vice President, Senior Bank Strategist

Nick Papageorge

Assistant Vice President, Portfolio Manager Associate

Fred-Dodd

Fred Dodd

Asset/Liability Analyst/Senior Bank Strategist

Alexander Piselli

Alexander Piselli

Senior Asset Liability Management Analyst

Dr. Eiki Satake

Senior Vice President Financial/Quantitative Analyst

Chris Desjardins

Senior Bank Analyst/Asset Liability Strategist

Beth Farrell

Senior Equity/Financial Analyst

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ABOUT EPG, INC.

EPG, Inc. is a trusted partner to the community banking industry for over two decades, providing comprehensive Asset Liability Management services integrated with client-centered investment advisory expertise. EPG, Inc. is a registered SEC advisor.

OUR OFFICES
  • 205 Newbury Street, Suite 403
    Framingham, MA 01701
  • 1-800-535-4544