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Jeff Evans, CEBS

Jeff Evans, CEBS

Senior Financial Advisor

Financial Advisors

Jeff Evans is an institutional retirement plan financial advisor based in Allentown, PA.

Jeff joined CAPTRUST in 2015 as a financial advisor with the firm’s partnership with MFP Strategies and is responsible for providing retirement plan advisory services to corporate fiduciaries. Previously, Jeff served as managing director.

Education

  • Bachelor’s degree in accounting from the University of Scranton

Industry Designations

  • Certified Employee Benefits Specialist

Awards & Recognition

  • Barron’s Top Institutional Consultants | 2021 (Team Allentown)
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