Nick Evans Email & Phone Number
Partner and Associate Director of Investments @ CM Wealth Advisors
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Nick Evans Location
- Beachwood, OH, US
Nick Evans Work
- Partner and Associate Director of Investments @ (April 2026 - Present)
- Associate Director of Investments @ (June 2025 - April 2026)
- Investment Analyst @ (January 2023 - June 2025)
- Investment Associate @ (September 2021 - January 2023)
- Financial Advisor and Retirement Planner @ (February 2020 - July 2021)
- Financial Advisor @ (January 2018 - February 2020)
- Strategic Pricing and Finance Intern @ (May 2016 - August 2017)
Nick Evans Education
- The Ohio State University
Bachelor of Business Administration - BBA (Finance)
2013-2017 - Notre Dame-Cathedral Latin School 2009-2013
Nick Evans Skills
- Alternative Investments
- Customized Wealth Planning
- Financial Planning
- Fund of Funds (FOF)
- High Net-Worth Wealth Planning
- Investment Research
- Portfolio Management
- Portfolio Performance Analysis
- Private Credit
- Private Equity
- Retirement Planning
- Venture Capital
- Wealth Management Services
- Wealth Management and Investments
Nick Evans Summary
- Nick Evans, based in Beachwood, OH, US, is currently a Partner and Associate Director of Investments at CM Wealth Advisors. Nick Evans brings experience from previous roles at CM Wealth Advisors and Golden Reserve, LLC. Nick Evans holds a 2013 - 2017 Bachelor of Business Administration - BBA in Finance @ The Ohio State University. With a robust skill set that includes Alternative Investments, Customized Wealth Planning, Financial Planning, Fund of Funds (FOF), High Net-Worth Wealth Planning and more. Nick Evans has 1 emails and 2 mobile phone numbers on RocketReach.
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Top CM Wealth Advisors Employees
Gary Isakov
Senior Client Advisor
Cleveland, OH, US
Paul Bodnar
CEO and Chief Investment Officer
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Amy Lorius
Senior Client Service Director
Beachwood, OH, US
Jim Wert
Chairman, Managaing Board and Senior Client Advisor
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Jennifer Bonacci
Office Manager
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Judi Plescia
Senior Associate
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Hillary Wise
Client Service Director
Cleveland, OH, US
Jackie Bruffey
Associate
Cleveland, OH, US
Kyle Allen
Associate Director of Compliance and Legal Services
Beachwood, OH, US
Nick Evans
Partner and Associate Director of Investments
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Cindy Resch
Sr. Investment Strategist
United States
Tierney Bishop
Client Services Director
Cleveland, OH, US
Douglas McCreery
CEO
Beachwood, OH, US
Ben Wallace
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