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You are here: Home / About Us / People / Evan Melcher

Evan Melcher

 

AIF®, ARPC®, CIMA®, CPFA
CAPTRUST

evan.melcher@captrust.com

Experience

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)

Professional Affiliations

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

Education

Furman University, BA, Business Administration

Rollins College, MBA, Finance

University of Pennsylvania (Wharton), CIMA® 

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Read our 2023 President’s Letter by clicking PECA President’s Letter 2023.

PECA (Pension Education Council of Atlanta) was established by a committee that includes some of the most tenured and esteemed retirement plan professionals in the Atlanta area. PECA is committed to providing high quality continuing education and networking opportunities for all types of professionals, newer entrants into the industry, and benefits specialists working for plan sponsors, all of whom work with retirement plans.

PECA’s Board includes local experts with national reputations in the industry as speakers and thought leaders, years of success creating in-person and online educational programs, and relationships that have brought other nationally known experts to Atlanta to share their expertise:

  • Katie Green – President
  • Alison Cohen – Secretary (Past President)
  • Candace Jackson  – Treasurer
  •  Shawn Slemons  – Technical Committee  VP
  •  Mike Zahariades – Membership Committee VP
  •  Lindsey Dolbeer  – Continuing Education VP
  • Alvaro Galvis – Community Outreach
  • Joni Jennings – Board Member (Past President)
  • Heather Bailey – Board Member
  • Chelsea Deppert – Board Member
  • Evan Melcher  – Board Member
  • Anne Morris – Board Member
  • Nick Westmoreland – Board Member

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Please contact us with questions, programming suggestions, or to volunteer.

PECA Board Member applications can be submitted by clicking HERE.

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