Most cyber threats today don’t begin with hacking—they begin with information and behavior.
Through a tactic known as social engineering, bad actors gather details from a variety of sources—some publicly available, others exposed through breaches—and use them to create messages that feel credible, timely, and familiar.
These attacks are designed to look like something you’d normally trust: a financial request, a service alert, or a message from someone you know.
The result is that even thoughtful, cautious individuals can find themselves in situations that are difficult to recognize in the moment.
Understanding how these threats work is the first step toward staying ahead of them.
Watch our virtual session led by the head of the National Cybersecurity Alliance.
This isn’t a technical presentation. It’s a behavioral one focused on how and why consumers are targeted, and how a few thoughtful changes can help reduce your risk.
Key takeaways include:
· How cybercriminals gather and use personal information
· Why certain tactics are so effective—and where consumers are most vulnerable
· Common scenarios used in phishing, impersonation, and fraud attempts
· Simple, actionable steps to better protect your accounts, identity, and data
Lisa is on a mission to empower people and organizations to stay safe online, so that everyone can experience the benefits of technology without worry. Lisa started her career in marketing with Ford Motor Company before migrating to automotive technology and eventually security.  Lisa is honored to serve on the US Secret Service Cyber Investigations Advisory Board.
Adam is the Managing Director of Investments at EP Wealth Advisors® where he oversees the firm's investment strategies and chairs the firm’s Investment Committee. As the voice of the firm’s investment strategy, Adam frequently provides market commentary across the media and in client communication pieces.
Prior to joining EP Wealth Advisors® in 2014, Adam served as a Senior Portfolio Manager at City National Rochdale in Beverly Hills, where he specialized in research and portfolio construction while overseeing nearly $700 million on behalf of high-net-worth individuals, foundations, and trusts.
Adam holds a Bachelor of Science in Business Administration from the University of Southern California (USC), and earned his Master’s in Business Administration (MBA) from the University of California – Los Angeles (UCLA). In addition, Adam holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and Certified Financial Planner (CFP®) designations. Adam lives in Palos Verdes with his wife and two children, Hunter and Madison.Â
