Evan is a shareholder and registered financial advisor with Associated Investor Services with a focus on next generation clients. His niche is multi-generational wealth transfer & inheritance, family businesses & young business owners, athletes and sports business executives.
Evan joined Associated in June 2017 after a decade of working within the sports and entertainment industry. His journey and transition was featured by Wealth Management Magazine.
While working with athletes and young professionals, Evan saw a tremendous need when it came to financial literacy, financial guidance and planning. Fortunate enough to grow up with an established financial advisor, Evan opted to expand upon his career to help those around him gain knowledge, preserve, maintain and build upon the wealth they’ve worked so hard to earn.
Under the tutelage of firm President Paul Vladem, who launched the Associated’ Wealth Management practice in 1989, Evan plays a key role in overseeing the firm's approximately $1B assets under advisement (as of October 2023). He spearheads the firm’s Investment Committee, launched Associated’s sports & entertainment division in 2017 and leads the firm’s marketing initiatives.
Evan serves on Jewish Federation of Broward County’s Investment Committee, where he leads the Israel Investment Initiative. Under his leadership, the Broward County chapter became the only Jewish Federation in Florida to have a standalone Israel Equity Investment and only the second Federation in the United States to offer a standalone equity investment to donors. He serves on Securities of America’s Next Generation Advisory Board and is a part of the Advisor Group Ensemble Study Group. He has been a featured speaker at industry conferences and events such as the 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 license. He also holds his life, health insurance and annuity license. Evan has completed the Associate Advisor Coaching Program, the Envesnet Institute on Campus Training Program and the Envestnet Essential Advisor Certification Program.