Evan Pollack

Evan looks out for everyone. His wife, family and friends will tell you that and his passion for life is contagious, his energy lights up a room, and he always leaves a smile on your face. These traits also carry into Evan’s day-to-day love of helping others and making sure they are financially at ease. As a Private Wealth Manager he specializes in multigenerational wealth transfer, advanced estate planning and tax strategies and life insurance architecture with a focus on Wall St professionals and Physicians. If someone he cares about doesn’t fall into these categories, he would never turn them away and aides them with their overall saving, investment and protection plans. He is an avid volunteer with New York Cares and Culture for One and is always looking to get involved in one off volunteer opportunities. Evan is also always looking to add people taller than him (5’9”) to his volleyball team.

Describe the Impact of a Project you’re focused on.

I have been focused on conducting and hosting financial educational experiences to help with basic understanding in various topics such as estate planning, life insurance, income protection, retirement strategies, investing, long term tax strategies and multi-generational wealth transfer. I pair education with an experience like wine or beer tasting, food tasting, poker training, etc.

What results do you hope for when the impact is amplified?

One-on-one meetings that result from these seminars have a direct impact on the financial future and well being of the client and their families. The experiences also impact any partners that I conduct the seminar with. These partners speak about their expertise (real estate, professional 3rd party educators, medicine, law, additional financial experts, etc.) and have an opportunity to get in front of individuals who may be interested in their services as well.

What do you have to offer as a connector? What can you give as expertise to others?

In addition to the above, due to the nature of my work, I am in constant intimate communication with people in all industries (heavy Wall Street connections and Physicians). Every person I meet, no matter the situation, my first question is always “what are the types of people, or specific people that I know, can I be introducing you to?”