Senior Manager, Client Services
As Senior Manager of Client Services at EPIC Advisors, Inc., Robert (Bob) Newton is responsible for clients' service experience, and for ensuring that their needs and expectations are met. He oversees EPIC’s Participant Service Center and the client services team of relationship managers and client administrators. Bob has over 20 years experience in the retirement, investment and banking fields with an emphasis on small business and individual retirement financial planning. Bob is an Accredited Investment Fiduciary Analyst having recently graduated from the Center for Fiduciary Studies. He is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and holds the Qualified Plan Financial Consultant and the Qualified 401(k) Administrator designations. Bob earned his Chartered Financial Consultant (ChFC) degree from the American College in Bryn Mawr, Pennsylvania and holds a Bachelor of Management Science degree from Nazareth College of Rochester, New York.