We are EPG, Inc.

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

EPG Leadership 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

Dan-Dube

Daniel Dube

Senior Vice President/Chief Compliance Officer

Scott Miller

Senior Vice President, Fixed Income Portfolio Manager

Jason-Beshansky

Jason Beshansky

Assistant Vice President, Senior Bank Strategist

Nick Papageorge

Assistant Vice President, Portfolio Manager Associate

Amy-Feldman

Amy Feldman

Accounting

Kathleen Thomas

Chief Operating Officer
Alexander Piselli

Alexander Piselli

Senior Asset Liability Management Analyst

Chris Desjardins

Senior Bank Analyst/Asset Liability Strategist

Beth Farrell

Senior Equity/Financial Analyst

Dr. Eiki Satake

Senior Vice President Financial/Quantitative Analyst

Joseph Kornman

Asset Liability Management Analyst

Schedule A Meeting

Understanding the challenges facing community-based financial institutions, we provide expert guidance needed to navigate any financial climate.