Prior to co-founding Verity Wealth Advisors in 2003, Evan had ten years of experience working with the largest institutional equity investors in the western U.S. For four years he worked as an institutional salesperson at Merrill Lynch, ultimately assuming management responsibility for its equity business for the Western Region. Prior to Merrill Lynch, Evan was a convertible bond specialist with Salomon Brothers.

Evan graduated from the U.S. Naval Academy with a B.S. in Aerospace Engineering and served in the Navy for six years, leaving the service as a Lieutenant. Evan holds an MBA from the Graduate School of Business at Stanford, and was awarded a Chartered Financial Analyst (CFA) designation in 1998. Evan also holds the Certified Divorce Financial Analyst designation from the Institute for Divorce Financial Analysts. He is a member of the CFA Institute, the Security Analysts of San Francisco, the Financial Planning Association and the San Rafael Chamber of Commerce.

Evan resides in Tiburon with his ever-expanding family.

Email Evan at evan@veritywealth.com