Experience

Evan joined UBS in October 2016, bringing with him an extensive background in the financial services industry.  His expertise is supported by several distinguished professional credentials, including the CERTIFIED FINANCIAL PLANNER®™ certification and the Certified Investment Management Analyst® (CIMA®) designation from Investments & Wealth Institute.  These designations, which are highly regarded within the industry and often required by fiduciaries and sophisticated investors, signify advanced training in key areas such as investment strategies, performance measurement, asset allocation, and money manager selection.  Evan’s commitment to professional excellence is evident through his pursuit of advanced certifications and his dedication to continuous learning.  The CIMA® credential, in particular, distinguishes him as an advanced investment consultant, integrating a complex body of investment knowledge and upholding high ethical standards.  CIMA® professionals are recognized for their ability to contribute objective advice and guidance to investment decisions, and this certification remains the only credential specifically tailored for financial professionals seeking advanced competency in investment consulting.

Before joining UBS, Evan developed his industry experience at Hines Securities and Invesco AIM.  His academic achievements include earning a Bachelor of Science in Economics from Texas A&M University, which provided a strong foundation in financial analysis and economic principles.

An avid sports enthusiast, Evan brings a team-oriented mindset to his professional relationships.  He emphasizes the importance of developing trust and fostering strong collaborative partnerships with both clients and colleagues, further reinforcing his reputation as a trusted advisor.