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

Stella-Pang

Stella Pang

Executive Vice President, Equity Portfolio Manager

Allan-Dwyer

Allan Dwyer

Executive Vice President, ALM Manager

Jon-Rankin

Jonathan Rankin

Executive Vice President, Validation Manager

Amy-Feldman

Amy Feldman

Chief Financial Officer, Bank Strategist

Dan-Dube

Daniel Dube

Senior Vice President/Chief Compliance Officer

Marc Winkler

Marc Winkler

Senior Management Consultant

Kathleen Thomas

Vice President, Strategy/Special Projects Manager

Fred-Dodd

Fred Dodd

Asset/Liability Management Senior Consultant

Nick Papageorge

Senior Investment and Portfolio Associate

Alexander Piselli

Alexander Piselli

Asset/Liability Management Analyst

EPG_logo
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
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