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

As Chief Executive Officer, David Thomas works closely with Presidents, Boards of Directors and senior leadership teams, bringing clarity to their strategic direction and developing actionable strategies that incorporate industry “Best Practices” and his specialized knowledge of the environment in which community institutions operate. David’s creative and client-centered focus gives EPG the direction it needs to effectively evolve with today’s market.

David holds a Bachelor’s Degree in Finance from The University of Notre Dame as well as the FINRA 65 license. Prior to joining EPG in 1988, David began his career in the private investment sector of the National Bank of Detroit, where he developed and managed investment programs for the senior executives of several Detroit-based auto companies in addition to managing institutional accounts. From the National Bank of Detroit, David joined Merrill Lynch, providing services to both individual and select corporate accounts and working with both the Detroit and Boston offices.

In his free time, David can be found building and maintaining the landscape around his home, exercising in the gym, or skiing his favorite New England slopes.

Allan-Dwyer

Allan Dwyer

Executive Vice President, ALM Manager

As Executive Vice President and ALM Manager, Allan Dwyer oversees the ALM process, develops client strategy, and presents ALM analysis to clients. Client consultation includes all ALM matters: strategy, analytical, educational, and regulatory compliance. Allan’s result-driven mentality and problem solving propensity help EPG deliver quality results to our clients.

Prior to joining EPG in 1996, Allan worked as a Commissioned Bank Examiner for the FDIC where he performed safety and soundness exams for community banks in the New England area. Allan holds a Bachelor’s Degree in Finance and Business Economics from the University of Notre Dame and a Master’s Degree in Finance from Boston College.

In his free time, Allan golfs and enjoys Notre Dame sporting events. As President of the Irish Whiskey Society of America, Allan can be found presenting whiskey tastings, organizing whiskey distillery tours and events, and discussing all things whiskey. As a Founding Father of the Dingle Whiskey Distillery in Dingle, Ireland, Allan is patiently waiting for his own Irish whiskey to come of age.

Stella-Pang

Stella Pang

Executive Vice President, Equity Portfolio Manager

As Executive Vice President, Equity Portfolio Manager, Stella Pang oversees the development of the equity process and procedures. Using foresight and flexibility, she creates portfolios that meet our client’s goals and objectives while understanding each client’s risk tolerance. She is responsible for the development of the equity selection process. With more than 30 years of experience, Stella’s passion for analyzing different outcomes allows her to help clients build a portfolio that can withstand a variety of different environments.

Stella holds a Bachelor’s Degree in Finance from the University of Massachusetts, Amherst. She also holds a Series 65 License. Prior to joining EPG, Stella’s experience includes Wang Laboratories in the International Treasury Department where she managed the company’s defined benefits plans. She also worked at Fidelity Investments in both Corporate Accounting and the Government Bond Accounting Divisions.

An avid foodie, Stella can be found spending time with her family, especially over dim sum or hot pot.

Jon-Rankin

Jonathan Rankin

Senior Vice President, Validation Manager

As EPG’s Senior Vice President, Validation Manager, Jonathan Rankin provides ALM Modeling Services for our clients. His thorough and analytical work style help build strong client relationships, ensuring that EPG is responsive to each client’s individual needs.

Jonathan received his Bachelor of Business Administration Degree in Marketing from the University of Massachusetts, Amherst and his MBA from the F.W. Olin Graduate School of Business at Babson College. He also holds the FINRA Series 65 license. Prior to joining EPG in 2014, Jonathan worked for EasCorp for eight years as Assistant Vice President of Asset Liability Management. He was responsible for the ALM Modeling & Consulting Service, ALM Validation and board education and training programs.

An avid traveler, Jonathan can be found touring the world with his family or playing volleyball.

Dan-Dube

Daniel Dube

Vice President, Chief Compliance Officer

As EPG’s Chief Compliance Officer, Dan Dube is responsible for all aspects of compliance and regulatory reviews. In addition, he maintains oversight of portfolio systems and operations. Working with EPG for over 10 years, Dan’s passion for client relationships and satisfaction, along with his in-depth industry knowledge make him a valuable asset to EPG.

Dan holds a Bachelor’s Degree in Management Science from Bridgewater State University, as well as a Master’s Degree in Finance from Suffolk University. With previous work experience including JPMorgan Investor Services as Assistant Vice President in Fund Administration and Compliance and State Street Bank and Trust in International Reconciliation and Control, Dan brings a unique, client-focused perspective to EPG.

When Dan isn’t helping clients, he can be found riding his bicycle and spending time with his family.

Amy-Feldman

Amy Feldman

Chief Financial Officer, Bank Strategist

As Chief Financial Officer, Amy Feldman oversees all the financial functions at EPG. Amy’s experience, expertise and attention to detail provides the oversight that is an asset to EPG.

Amy holds a Bachelor of Business Administration Degree in Accounting from Boston University and a MBA from the Darden School at the University of Virginia. She is a CPA, licensed in Massachusetts. Amy’s experience includes extensive client consulting with Deloitte & Touche.

In her free time, Amy loves to travel and live vicariously through her children.

Jason-Beshansky

Jason Beshansky

Financial Analyst

As a Financial Analyst, Jason Beshansky is responsible for analyzing and preparing client financial data for utilization in EPG’S ALM modeling software. This includes maintaining historical data for future analytical use and preparation of client databases each quarter for the upcoming analysis.

Jason holds a Bachelor’s Degree in Finance from Bentley University. Prior to joining EPG, Jason interned with a wealth management firm where he was able to present annual educational retirement workshops and conduct one on one meetings with potential clients.

In his free time, Jason enjoys exploring new restaurants in Boston and spending time with his friends and family.

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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
  • 60 William Street, Suite 300
    Wellesley, MA 02481
  • 1-800-535-4544
  • ddube@epgadv.com
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