Carter Loeffelholz

Carter Loeffelholz's email & phone

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Operations Associate at EP Wealth Advisors|Denver, Colorado, United States

Position:

Operations Associate at EP Wealth Advisors

Location:

Denver, Colorado, United States

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Last updated: 2026-04-19
Updated: 2026-04-19

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Work Experience 8 years

Operations Associate at EP Wealth Advisors

May 2023 - Current

Custodian Operations Analyst at ISS | Institutional Shareholder Services

Mar 2022 - May 2023

Manager at S. Hart Enterprises

Aug 2021 - Mar 2022

Vote Exectution Analyst at ISS | Institutional Shareholder Services

Feb 2020 - Aug 2021

Intern Reporter at The Azle News

May 2018 - Jul 2018

Carter Loeffelholz started working in 2018, then the employee has changed 3 companies and 4 jobs. On average, Carter Loeffelholz works for one company for 1 year 3 months.

Education

University of Oklahoma

Frequently Asked Questions

What is Carter Loeffelholz's minimum period of employment in the companies?

Carter Loeffelholz's minimum period of employment in various companies is 2 months.

What is Carter Loeffelholz's average duration of employment for different companies?

On average, Carter Loeffelholz works for one company for 10 months

What industries has Carter Loeffelholz worked in?

Carter Loeffelholz works in the Financial Services.

What positions has Carter Loeffelholz held before?

Previously, Carter Loeffelholz worked as a Custodian Operations Analyst, and Manager, and Vote Exectution Analyst, and Intern Reporter.

How do I contact Carter Loeffelholz?

Carter Loeffelholz's phone number is +1-870-***-**62. Sign up to get contact details.

Who is the President & CEO of the EP Wealth Advisors?

The President & CEO of the EP Wealth Advisors is Patrick G. Goshtigian

Who are Carter Loeffelholz's peers at other companies?

Carter Loeffelholz's peers at other companies are Daniel Pensak and Matthew Johnson and Jerek Stegman

Other employees at EP Wealth Advisors

Name
Company
Position
Jeffrey Moeller
Director of Quantitative Research
Alina Narr
Associate Director of Financial Planning
Mauricio Tarnapolsky
Incoming Summer 2026 Financial Planning Intern

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