Evan joined Alex. Brown, A Division of Raymond James, from Merrill Lynch in 2018. His career has been spent working with high-net-worth and ultra-high-net-worth families. His clients include many business owners and public executives who are moving towards or have recently been through major liquidity events. Evan works heavily with Raymond James' trust officers and investment bankers to prepare his clients for a successful exit.

Evan's key responsibilities include: portfolio construction, asset allocation, wealth structuring, concentrated & restricted stock management, pre & post liquidity event planning, advanced estate planning strategies and alternative investment selection. He works extensively with his clients to develop macro investment strategies to help meet the short and long-term needs of clients.

Evan graduated from Texas Christian University. While in college he worked for the Tarrant County Courthouse and participated in the Platoon Leaders Class for the United States Marine Corps. He currently lives in Plano and actively devotes his time to the Children's Cancer Fund.