Client Advisory

Biography

Evan is an Associate in the New York office. In this role, he reports directly to the office leaders, assisting in all client management tasks.

Prior to joining Cerity Partners, Evan served as a Financial Analyst at AJ Wealth, a New York-based registered investment advisor specializing in family office services. Before AJ Wealth, he was a Financial Analyst on the Bermuda Finance Team with Global Atlantic Financial Group.

Education

  • B.S. in Finance from Quinnipiac University
  • M.S. in Business Analytics from Quinnipiac University

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By clicking “Submit”, 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.