Evan List Email & Phone Number
Principal | Wealth Advisor @ Bernstein Private Wealth Management
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Evan List Location
- New York, NY, US
Evan List Work
- Principal | Wealth Advisor @ (June 2008 - Present)
- Senior Private Client Associate and AO @ (June 2008 - December 2011)
- Private Client Associate @ (June 2008 - June 2011)
- Fixed Income Sales and Trading @ (January 2007 - December 2007)
- Legislative Intern to State Senator Susan C. Fargo @ (May 2006 - August 2006)
Evan List Education
- UCL
Economics and Politics (Study Abroad program.)
2006-2007 - Brandeis University
BA/BA (Economics and Politics)
2004 - University of Southern California
Political Science / Economics
2007 - Alexander W. Dreyfoos, Jr. School of the Arts 2001
- Palm Beach Day School 1991
Evan List Skills
- Athletes
- Asset Allocation
- Alternative Investments
- Wealth Planning
- Entertainment
- Financial Advisory
- Entrepreneurship
- Nonprofit Organizations
- Estate Planning
- Financial Advisor
- Private Wealth Management
- Equities
- Investment Strategies
- Fixed Income
- Mutual Funds
- Wealth Preservation Planning
- Wealth Management Services
- Investment Management
- Portfolio Management
- Capital Markets
- Investments
- Trading
- Retirement
- High Net Worth Individuals
- Wealth Management
- Leadership
- PowerPoint
- Strategic Planning
- Financial Analysis
- Management
- Project Management
Evan List Summary
- Evan List, based in New York, NY, US, is currently a Principal | Wealth Advisor at Bernstein Private Wealth Management. Evan List brings experience from previous roles at Bernstein Private Wealth Management, UBS Investment Bank and Commonwealth of Massachusetts. Evan List holds a 2006 - 2007 Economics and Politics in Study Abroad program. @ UCL. With a robust skill set that includes Athletes, Asset Allocation, Alternative Investments, Wealth Planning, Entertainment and more. Evan List has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named Evan List
Evan List
Principal | Wealth Advisor
New York, NY, US
Evan List
Associate Principal
New York, NY, US
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