Evan joined Merrill Lynch in 2011. In 2019, the team decided to move the practice to Rockefeller Capital Management seeking to be part of a leading firm to provide independent advice and guidance. He uses his organizational and strategic skills to assist individual clients in developing customized investment strategies designed to help them pursue their multi-generational wealth transfer goals. Evan entrenches himself into the details of his client’s estate planning and ownership structures to help clients understand the intricacies of their estate plan. Evan seeks to provide clear, direct and relatable explanations of these complex topics. Evan is a CERTIFIED FINANCIAL PLANNER™. He has also earned the Certified Investment Management Analyst® (CIMA®) designation and the Certified Private Wealth Advisor designation (CPWA®).
Evan is a senior portfolio advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a senior portfolio advisor may manage those strategies on a discretionary basis. Evan received a bachelor’s degree in finance from University of Florida in Gainesville. A resident of Atlanta, he previously served on the finance committee of his homeowners association and volunteers with the Emerging Leaders for Children’s Healthcare of Atlanta. Outside the office, Evan enjoys playing golf and soccer and spending time with his wife, Jillian, and two daughters.