Events and Education

Associate Members

EPG, Incorporated

60 William Street, Suite 300, Wellesley, MA 02481
Telephone: 781-235-2666
Fax: 781-235-9688
Categories: Associate Members
David Thomas, President
WEB PAGE: www.epgadv.com


Founded in 1984, EPG, Incorporated is a strategic investment and interest-rate risk business advisory firm headquartered in Wellesley, MA. Acting as a partner to community-based financial institutions throughout New England, EPG works with clients ranging in asset size from $150 million to several billion, integrating investment management, balance sheet analytics, regulatory compliance and strategic counsel.