AIF®, ARPC®, CIMA®, CPFA
Evan is a financial advisor responsible for providing holistic, independent retirement plan advisory services to fiduciaries at some of the nation’s most distinguished corporations.
Evan has been an institutional investment professional for nearly 20 years. Prior to joining CAPTRUST, he was a partner and investment advisor at FiduciaryVest. Evan holds credentials as an Accredited Investment Fiduciary (AIF®), an Accredited Retirement Plan Consultant (ARPC), a Certified Investment Management Analyst (CIMA®), and a Certified Plan Fiduciary Advisor (CPFA).
Evan received his undergraduate degree in business administration from Furman University, and he earned his MBA in finance at Rollins College. In 2018, Evan was named to the Financial Times Top 401 Retirement Plan Advisors in the country.
Areas of Specialization
- Investment Consulting
- Fiduciary Oversight
- Retirement Plan Best Practices (401(k) / 403(b) / DB / Cash Balance)
Certified Investment Management Analyst
Certified Plan Fiduciary Advisor
Accredited Investment Fiduciary
Accredited Retirement Plan Consultant
Investment Management Consultants Association
American Society of Pension Professionals and Actuaries
ASPPA Benefits Counsel of Atlanta – Past President and Board of Directors
Pension Education Council of Atlanta, Technical Committee VP
Furman University, BA, Business Administration
Rollins College, MBA, Finance
University of Pennsylvania (Wharton), CIMA®