Evan D. Vladem, BFA™
Partner, Financial Advisor
Evan Vladem is a shareholder and registered financial advisor with Associated Investor Services, where he focuses on next generation clients. His practice centers on multi-generational wealth transfer and inheritance, family businesses and young business owners, and athletes and sports business executives.
Evan joined Associated in June 2017 after a decade working within the sports and entertainment industry, a career transition that was featured in the media.
Under the tutelage of the firm's Executive Chairman, Paul Vladem, who launched Associated's wealth management practice in 1989, Evan plays a key role in overseeing the firm's approximately $1.6 billion in assets under advisement. He chairs the firm's Investment Committee, launched Associated's sports and entertainment division in 2017, and leads the firm's marketing initiatives.
Evan serves on the Jewish Federation of Broward County's Investment Committee, where he led the Israel Investment Initiative in 2020. Under his leadership, the Broward County chapter became the only Jewish Federation in Florida to offer a standalone Israel equity investment and only the second Federation in the United States to offer a standalone equity investment to donors at that time.
He is a founding member of the Osaic G2 Study Group, created for a select group of second generation business owners within wealth management, previously served on Securities America's Next Generation Advisory Board, and participates in the Osaic Ensemble Study Group. He has been a featured speaker at industry conferences and events including Advisor Group's NxG Conference, Advisor Group's National Ensemble Board Conference, Envestnet's National Conference, and Investacorp's National Conference.
Evan holds his Series 7 and Series 66 securities licenses, along with his life, health insurance, and annuity licenses. He also holds the Behavioral Financial Advisor (BFA) designation.
Evan attended the University of Florida. Outside the office, he enjoys spending time with his family and is an avid USTA tennis player, regularly competing in tournaments. He is also the author of a children's book, The Illy Willies.