Evan Daugherty Email & Phone Number
Wealth Advisor @ Sage Mountain Advisors
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Evan Daugherty Location
- Atlanta, GA, US
Evan Daugherty Work
- Wealth Advisor @ (October 2025 - Present)
- Senior Investment Advisor @ (March 2024 - October 2025)
- Investment Advisor @ (October 2022 - March 2024)
- Investment Strategy Analyst @ (December 2021 - October 2022)
- Investment Analyst @ GenSpring Family Offices - Suntrust Private Wealth (April 2018 - December 2021)
- GFO Analyst @ GenSpring Family Offices - Suntrust Private Wealth (March 2017 - April 2018)
- Family Services Coordinator @ GenSpring Family Offices - Suntrust Private Wealth (January 2016 - March 2017)
- Personal Banker @ (February 2015 - December 2015)
Evan Daugherty Education
- University of Kentucky
Bachelor of Business Administration - BBA (Finance, General)
2009-2014
Evan Daugherty Skills
- Asset Location
- Asset Management
- Financial Advice
- Financial Planning
- Investment Advice
- Investment Management
- Investment Review
- Investment Strategies
- Managing Cash Flow
- Portfolio Review
- Retirement Income Strategies
- Retirement Planning
- Retirement Solutions
- Risk Analysis
- Risk Management
Evan Daugherty Summary
- Evan Daugherty, based in Atlanta, GA, US, is currently a Wealth Advisor at Sage Mountain Advisors. Evan Daugherty brings experience from previous roles at PNC, Truist Wealth and GenSpring Family Offices - Suntrust Private Wealth. Evan Daugherty holds a 2009 - 2014 Bachelor of Business Administration - BBA in Finance, General @ University of Kentucky. With a robust skill set that includes Asset Location, Asset Management, Financial Advice, Financial Planning, Investment Advice and more. Evan Daugherty has 1 emails and 1 mobile phone numbers on RocketReach.
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