Before joining Sage Mountain, Evan spent 3 years as Vice President and Senior Investment Advisor with PNC Private Bank. Prior to that, he held multiple positions with Truist bank (formerly SunTrust), most notably serving an ultra-high net worth clientele within their multi-family office offering, GenSpring Family Offices.

His 10+ year tenure has been focused in wealth advisory, portfolio management, and investment research. In that time, he has advised families regarding investment strategy, portfolio design, tax & retirement planning, and trust and estate administration. Evan is from Lexington, KY and graduated with honors from the University of Kentucky with a degree in Finance. He has also gained the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Evan currently lives in Atlanta, GA and enjoys spending time with his wife and two little girls and cheering on Kentucky Basketball.