- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Evan is Vice President and Senior Portfolio Advisor for Northern Trust based out of Grand Rapids, MI. He specializes in working with high-net-worth individuals and institutions to articulate their financial goals and design the appropriate risk-based investment portfolios to help achieve them. In partnership with his multidisciplinary team, coupled with a unique Goals Driven approach, Evan consistently provides effective solutions to his clients.
Experience
Prior to joining Northern Trust in 2022, Evan was a member of a large institutional consulting team at Merrill Lynch in Grand Rapids. Evan's responsibilities in his role at Merrill Lynch included portfolio creation, investment manager due diligence, Investment Policy Statement creation and review, ongoing tactical adjustments, and individual financial planning.
Community Involvement
Evan is very active in the West Michigan community. He is currently a member of the Emerging Leaders Advisory Council for Special Olympics and also participates locally with Habitat for Humanity.
Joined Northern Trust
2022
Education
Bachelors Degree in Financial Management and Economics from Hillsdale College.
Credentials
Certified Financial Planner (CFP®). Certified Investment Manager Analyst (CIMA®).
Grand Rapids
Cash Services Unavailable | ATM Available in vestibule*
45 Ottawa Avenue SW
Suite 500
Grand Rapids, Michigan 49503