• Hometown

    Louisville, KY

  • Colleges

    University of Kentucky, Xavier University

  • Certifications


  • Neighborhood


Evan Byers, CFA, CFP®, CAIA


Evan joined Homrich Berg in August 2019 and currently serves as a Director in the firm’s Family Office group. He offers clients more than 10 years of comprehensive wealth management experience, serving as an advisor to institutions, non-profit organizations, and 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, institutions 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.

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™ mark.

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 CFA Society of Atlanta. He lives with his wife Paige, and their two dogs in Buckhead.