Vice President – Client & Advisor Services
Evan joined SCS Financial in 2021 to support the strategic roll-out of the firm’s new portfolio reporting and record-keeping software, Addepar. As a Vice President in the Operations and Analytics department, he provides dedicated support for custom reporting and ad hoc client analytics along while partnering on key strategic initiatives to deepen the firms reporting & analytics capabilities. Prior to joining SCS, Evan was a portfolio analyst at TwinFocus Capital where he supported the firm’s investment group and performance reporting platform. Evan earned his Bachelor of Sciences in Finance from Bentley University and is currently a candidate for Level III in the CFA program.