Evan is a Partner and has served as an institutional investment professional for over 16 years. He specializes in helping fiduciaries build and maintain world class investment programs. Together with his colleagues, Evan helps serve the needs of fiduciaries charged with oversight responsibilities for the retirement plans and investment pools of some of the nation’s most distinguished corporations, hospitals, non-profits, foundation and endowments. He is primarily focused on providing independent advice on fiduciary oversight, investment policy development and monitoring, fee benchmarking and negotiation, and investment advice to plan sponsors.
Evan is on the Board of Directors and currently serves as the President of the ASPPA Benefits Council of Atlanta. He is a regular speaker at conferences and conventions, and has written articles related to fiduciary responsibility, fee disclosure, best practices for plan committees, and other defined contribution topics. Evan holds credentials as a Certified Investment Management Analyst (CIMA) from the Wharton School of Business, an Accredited Retirement Plan Consultant (ARPC), and an Accredited Investment Fiduciary (AIF).
Evan received his undergraduate degree in Business Administration from Furman University, and earned his MBA in finance at Rollins College. In his spare time, Evan plays golf, cheers on the Atlanta Falcons, and spends time on his horse farm with his son, Nate, and his wife, Jennifer, who is an equine veterinarian.