Evan currently serves as a Principal in the firm’s HB Family Office & Institutional Services group. He offers clients more than 13 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). Prior to joining HB, Evan was an Investment Strategist for SunTrust Bank. In that role he managed client portfolios for both ultra-high net worth individuals and institutional clients. Prior to this role, Evan served as an Investment Associate at GenSpring Family Offices, SunTrust’s multi-family office subsidiary, which provides independent advice to ultra-high net worth families.
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 is a CERTIFIED FINANCIAL PLANNER™ professional.
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), son (Baer), and their nine-year-old Goldendoodle (Jax) in Buckhead.