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Biography

Evan is a Principal in the Boston office. As a Client Advisor and member of the firm’s Wealth Management practice, Evan works with clients to help them understand, implement, and achieve their financial goals.  He has advised high net worth individuals and families for over 10 years.

Prior to joining Cerity Partners, Evan was a Director at Daintree Advisors LLC in Boston.

Evan and his family enjoy traveling, hiking, and sailing off the coast of Maine.

Education

  • Bachelor's degree with honors in History from Colby College

Highlights

  • Chartered Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER®
  • Member of the Boston Estate Planning Council
  • Member of the CFA Society Boston

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By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.