Evan Holmes, CFA®

Evan Holmes, CFA®

Senior Financial Advisor,
Relationship Manager

  • Janesville, MN
  • Intelligent Investor | The Godfather Trilogy
  • My wife (Kelly), step-daughter (Rylie), and yellow lab (Murph)
  • Time is your most valuable asset.
  • Compassion, ambition, and integrity

Financial Advisors

Evan Holmes is an institutional retirement plan advisor based in Minneapolis, MN.

Evan joined CAPTRUST in 2014 as a senior financial advisor and relationship manager with the firm’s merger with DCAdvisors, and is responsible for providing retirement plan advisory services to corporate fiduciaries. He is motivated to help clients improve and enhance their benefit programs. Prior to DCAdvisors, Evan served as a senior associate in retirement plan operations at RBC Wealth Management, and has worked in the industry since 2006.

When he is not in the office or with a client, Evan enjoys traveling, snowboarding, golf, and spending time with his family.

Education

  • Bachelor of Arts degree in finance from Augsburg College

Industry Designations

  • Chartered Financial Analyst®

Awards & Recognition

  • NAPA Top Retirement Plan Advisors Under 40 | 2019 and 2020
  • Barron’s Top Institutional Consultants | 2019, 2020, and 2021 (Team Esch)
  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Minneapolis)

Memberships

  • Member, CFA Institute
  • Member, CFA Society of Minnesota

News & Resources

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