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.