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 attended Colby College where he graduated with honors in history. He is a CFA® charter holder and holds a CERTIFIED FINANCIAL PLANNER™ certification. He is a member of several professional organizations, including the Boston Estate Planning Council and CFA Society Boston. He was also named a 2022 Five Star Wealth Manager in Boston Magazine.
Evan and his family enjoy traveling, hiking, and sailing off the coast of Maine.
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