Michael Evans Email & Phone Number
CEO and Founder - Fiduciary Financial Advisor and Wealth Manager @ Cogent Strategic Wealth
5 free lookup(s).
Michael Evans Location
- Chicago, IL, US
Michael Evans Work
- 2009 -now CEO and Founder - Fiduciary Financial Advisor and Wealth Manager @
- 1987 -2009 Independent Fixed Income Derivative Trader @ MJ Trading
Michael Evans Education
- DePaul University
BS (College of Commerce)
- DePaul University
Graduate Certificate (Financial Planning)
- Lane Technical High School
(Math/Science)
Michael Evans Skills
- Personal CFO
- Wealth Management
- Fiduciary
- Fee-only investment management
- Financial Planning
- Registered Investment Advisor
- Investment Management
- Estate Planning
- Advanced Planning
- Wealth Protection
- Wealth Transfer
- Wealth Enhancement
- Charitable Giving
- Independent Financial Advice
- Retirement Planning
- 401k Rollovers
- Investments
- Portfolio Management
- Asset Management
- Fixed Income
- Financial Markets
- Equities
- Derivatives
- Management
- Microsoft Excel
- Fee Only Investment Management
- Project Management
- Public Speaking
Michael Evans Summary
- Michael Evans, based in Chicago, IL, US, is currently a CEO and Founder - Fiduciary Financial Advisor and Wealth Manager at Cogent Strategic Wealth. Michael Evans brings experience from previous roles at MJ Trading. Michael Evans holds a BS in College of Commerce @ DePaul University. With a robust skill set that includes Personal CFO, Wealth Management, Fiduciary, Fee-only investment management, Financial Planning and more. Michael Evans has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Cogent Strategic Wealth Employees
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