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Evan Melcher, AIF®, ARPC, CIMA®, CPFA

Evan Melcher, AIF®, ARPC, CIMA®, CPFA

Principal,
Financial Advisor

  • Augusta, GA
  • Unbroken | Rudy
  • Neil deGrasse Tyson, Abraham Lincoln, and Brene Brown
  • “Far better is it to dare mighty things, to win glorious triumphs, even though checkered by failure...than to rank with those poor spirits who neither enjoy nor suffer much, because they live in a gray twilight that knows not victory nor defeat.” - Theodore Roosevelt
  • Authenticity, perseverance, and compassion

Financial Advisors

Evan is an institutional investment advisor who works out of the Atlanta, Georgia, office.

Evan became part of CAPTRUST in 2019 and serves as a financial advisor responsible for providing investment advisory services to fiduciary investors, including retirement plan committees and nonprofit trustees. Evan has been an institutional investment professional since 2001.

Prior to joining CAPTRUST, Evan was a partner and investment advisor for FiduciaryVest. Evan is one of the founders of the Pension Education Council of Atlanta, where he currently serves on the Board of Directors. He earned his Bachelor of Arts degree in business administration from Furman University, his Master of Business Administration degree with a concentration in finance from Rollins College, and holds the Accredited Investment Fiduciary®, Accredited Retirement Plan Consultant, Certified Investment Management Analyst®, and Certified Plan Fiduciary Advisor industry designations.

For three consecutive years since 2018, Evan has been recognized by Financial Times on the 401 Top Retirement Advisors list. The CAPTRUST Atlanta team was named on Barron’s Top 100 Institutional Consulting Teams in 2021 and was recognized by NAPA as one of the Top DC Advisor Teams in 2019 and 2020.

In his spare time, Evan likes to travel with his family, ride horses, and spend time outdoors.

Education

  • Bachelor of Arts degree in business administration from Furman University
  • Master of Business Administration degree with a concentration in finance from Rollins College

Industry Designations

  • Accredited Investment Fiduciary®
  • Accredited Retirement Plan Consultant
  • Certified Investment Management Analyst®
  • Certified Plan Fiduciary Advisor

Awards & Recognition

  • Barron’s Top Institutional Consulting Teams | 2020 and 2021 (Team Atlanta)
  • Financial Times 401 Top Retirement Advisers | 2018, 2019, and 2020
  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Atlanta)

Industry Involvement

  • Board member, Pension Education Council of Atlanta
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