ATLANTA – August 12, 2019- Homrich Berg is pleased to announce the appointment of Evan Byers, CFA, CFP®, CAIA as a new senior associate for the firm. “Evan has extensive wealth management expertise and will be an invaluable asset to HB,” said Andy Berg, co-founder and CEO of Homrich Berg. “ My partners and I are proud to welcome him to HB.”
Evan offers clients more than 8 years of comprehensive wealth management experience, serving as an advisor to high net worth individuals, including multi-generational family offices, corporate executives and entrepreneurs. Evan began his investment career at Fifth Third Bank in Cincinnati, where he managed portfolios for High Net Worth clients, Institutional clients and 401k plans. In addition, Evan maintained research and trading responsibilities for a U.S. Large Cap Equity strategy that was utilized by private wealth clients across the greater Fifth Third footprint. More recently, Evan was an Investment Strategist with SunTrust Private Wealth Management.
Evan holds a bachelor’s degree in Finance and Marketing from the University of Kentucky and a master’s degree from Xavier University. He is also a holder of the Chartered Financial Analyst designation, the Chartered Alternative Investment Analyst designation and has earned the Certified Financial Planner™ designation.
Evan maintains a volunteer position with InheritGA – The Georgia Trust for Historical Preservation and enjoys spending time participating in various financial literacy initiatives sponsored by the ASFIP Foundation. He lives with his wife Paige, and their two dogs in Buckhead.