About Evan
Evan has more than 25 years of experience in the industry and uses that knowledge to advise high-net-worth clients on how to achieve their goals. He is knowledgeable in the areas of stock plan compensation, investments, estate planning, and personal risk management. Capital markets knowledge, private equity, and credit are Evan’s areas of expertise.
Prior to joining Focus Partners Wealth, Evan was a financial advisor at Morgan Stanley. Previously he was a founder and portfolio manager for Morris Rothschild Capital.
Evan enjoys golfing and exercising. He is also a huge UVA fan and has organized some events for the San Francisco alumni club.
Education and Professional Milestones
-University of Virginia McIntire School of Commerce – bachelor's degree in commerce with a concentration in Finance
Evan has more than 25 years of experience in the industry and uses that knowledge to advise high-net-worth clients on how to achieve their goals. He is knowledgeable in the areas of stock plan compensation, investments, estate planning, and personal risk management. Capital markets knowledge, private equity, and credit are Evan’s areas of expertise.
Prior to joining Focus Partners Wealth, Evan was a financial advisor at Morgan Stanley. Previously he was a founder and portfolio manager for Morris Rothschild Capital.
Evan enjoys golfing and exercising. He is also a huge UVA fan and has organized some events for the San Francisco alumni club.
Education and Professional Milestones
-University of Virginia McIntire School of Commerce – bachelor's degree in commerce with a concentration in Finance