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Evan Judge, CFA®, CFP®

Evan Judge, CFA®, CFP®

Principal,
Financial Advisor

  • Scottsdale, AZ
  • Outliers | Shawshank Redemption
  • Your actions speak so loudly I cannot hear what you say
  • Sincerity, work ethic, and collaborative

Financial Advisors

Evan is a principal, financial advisor, working in the Phoenix, Arizona, CAPTRUST office.

Evan joined our team in 2020. He provides investment and wealth management advice to high-net-worth families, individuals, institutions, and foundations.

Before joining the firm, Evan was a partner at MRA Associates, where he served as a member of the firm’s Management Committee. Prior to joining MRA Associates in 2013, Evan was a relationship manager with GenSpring Family Offices, where he worked with high-net-worth clients and families. In that role, he provided portfolio management, cash flow planning, and estate planning advice for individuals, families, partnerships, and foundations.

While earning his undergraduate degree, Evan served as a wide receiver and four-year letterman for the University of Colorado at Boulder football team.

Education

  • Master of Business Administration degree from the University of Arizona’s Eller College of Management
  • Master of Finance degree from the University of Arizona’s Eller College of Management
  • Bachelor of Science degree in business management from the University of Colorado’s Leeds School of Business

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Analyst® (CFA)

Industry Involvement

  • Member—Central Arizona Estate Planning Council
  • Member—CFA Society Phoenix
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