CoverProfile

Nick Evans

Associate Director of Investments

CM Wealth Advisors

United States, Ohio, Beachwood

About Me

Nick Evans is an investment analyst and a member of CM Wealth’s investment team. He is a member of the firm's investment committee, client service committee, and information security committee. Nick joined CM Wealth in 2021. Nick's focus includes working on both public and private capital investment strategy. He actively sources, selects and monitors managers for traditional equity, fixed income, special situation, and private equity asset classes. Additionally, he works closely on client investment reporting. Prior to joining CM in 2021, Nick was a financial advisor and retirement planner for Merrill Lynch Wealth Management and a local investment advising firm, where he specialized in ho

View more

Profile Information

Associate Director of Investments

CM Wealth Advisors

Investment Team

Investor

Multi-Family Office

Beachwood

Ohio

United States

Jul 18, 2025

More profiles to browse

JW
Jim Wert
Chairman, Managing Board & Senior Client Advisor
NB
Neal B. Colby
Chief Financial Officer, Chief Compliance Officer, Director of Operations, Member and Chief Financial Officer at CM Wealth Advisors
DM
Douglas McCreery
Chief Executive Officer & Managing Member
Profile Photo
Cindy Resch
Sr. Investment Strategist at CM Wealth Advisors

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial