Evan has over 25 years of experience in the Capital Markets and uses that knowledge to advise high net worth clients on how to achieve their goals. As both a CFA® charterholder and CFP®, Evan is knowledgeable in the areas of stock plan compensation, investments, estate planning and personal risk management. Capital Markets knowledge and Private Equity and Credit are areas of expertise. Prior to joining Adero, Evan was a Financial Advisor at Morgan Stanley. Previously he was a Founder and Portfolio Manager for Morris Rothschild Capital. Earlier career experience includes time as a Senior Equity Analyst for The Boston Company and Delaware Investments, an Equity Analyst at Berger Funds and a