2 years ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Principal,
Financial Advisor
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.
2 years ago
The National Association of Plan Advisors (NAPA) recently named 27...
3 years ago
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
3 years ago
When Chris Martin IV watches a musician playing the guitar...
3 years ago
Firm Launches New Service Offering: Tax...