Epiq Partners, LLC

Noah Haverdink is a CFP® with four years of industry experience, currently serving as a financial advisor at Epiq Partners, LLC in Minneapolis, MN. His prior experience includes roles at Northwestern Mutual in both Minneapolis and Chicago, as well as positions at Zeutenhorst Financial Inc. and Storm Lake Capital. Epiq Partners is a state-registered investment adviser that provides tailored investment consulting and portfolio management to individuals, families, trusts, estates, and charitable organizations. The firm employs proprietary investment models featuring concentrated holdings combined with selective use of derivatives and private investments, managed by a four-advisor team overseeing discretionary assets.

Benjamin Lazarus is a CFA® charterholder with eight years of industry experience. He is currently a member of the four-advisor team at Epiq Partners, LLC, where he has worked since 2025. Prior to joining Epiq Partners, he held positions at Capstone Investment Advisors, Parametric Portfolio Associates, and Nuveen Investments. Outside of his advisory role, Lazarus is a partner in LOOP PORTAL LLC, a fintech company focused on connecting investment fund limited partners to general partners. Epiq Partners is a state-registered investment adviser serving individuals, families, trusts, estates, and charitable organizations. The firm employs tailored planning and manages client assets through proprietary, concentrated portfolio models that combine equities, fixed income, private investments, and selective derivative use.

Bruce Langer is a CFA charterholder and holds a Series 66 license with 12 years of industry experience. He has been with Epiq Partners, LLC since 2012, based in Minneapolis, MN. Epiq Partners is a state-registered investment adviser that provides investment consulting and portfolio management to individuals, families, trusts, estates, and charitable organizations. The firm uses proprietary models featuring concentrated holdings and employs a tactical approach including derivatives and private investments, managed by a four-advisor team overseeing approximately $287 million in discretionary assets.

Benjamin Frey is a financial advisor at Epiq Partners, LLC in Minneapolis, MN, holding a Series 65 designation with eight years of industry experience. He has been with Epiq Partners since 2016. Epiq Partners is a state-registered investment adviser serving individuals, families, and related entities with investment consulting and portfolio management. The firm uses proprietary, concentrated portfolio models combined with tactical derivative strategies and private investments, managed by a four-advisor team overseeing approximately $287 million in discretionary assets.

Daniel Aronson is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Epiq Partners, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Minneapolis, MN. Epiq Partners, LLC is a state-registered investment adviser that provides investment consulting and portfolio management to individuals, families, and related entities, including trusts and charitable organizations. The firm employs proprietary, concentrated investment models combined with tactical use of derivatives and private investments, managed by a four-advisor team overseeing approximately $287 million in discretionary assets.

James Quinn is a CFA® charterholder and Series 66 licensee based in Minneapolis, MN, with four years of industry experience. He currently serves as an advisor at EPIQ Partners, LLC and has previously worked at US Bank Private Wealth, Rock & Co LLC, Rockefeller Financial LLC, Bank of America, and The Ayco Company, L.P. EPIQ Partners is a state-registered investment adviser that provides investment consulting and portfolio management to individuals, families, trusts, estates, and charitable organizations. The firm employs proprietary models focusing on concentrated, high-conviction portfolios combined with tactical use of derivatives and private investments, managed by a four-advisor team overseeing approximately $287 million in discretionary assets.