Evan is a senior financial services product leader with over a decade of experience at firms like MassMutual and Vanguard. He specializes in investment management, business strategy, and technology, holding a Chartered Financial Analyst (CFA) designation and a degree from Wake Forest University.
He is committed to building high-performing teams and partnerships grounded in trust, empowerment, and collaboration, emphasizing strong cross-functional relationships to deliver sustainable and scalable solutions.
At Vanguard, he was responsible for the strategy of collective trust investments representing over $700 billion in assets.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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