Bio
Evan started with Lake Ridge Bank in 2021, as an Assistant Portfolio Manager. In this role, he initially focused on delivering comprehensive investment research reporting, but is dedication quickly led him to work directly with clients’ in helping them not only manage their investment portfolios but help craft tailored investment strategies to help their money work harder for them. Beyond his extensive skills from behind the scenes, Evan enjoys working directly with his trust clients in helping address their investment questions and concerns with a personal and easy to understand approach. What truly resonates with Evan about working at Lake Ridge Bank is the unique opportunity to build personal, lasting, connections with each of his clients. Give Evan a call today, to see how he can help you reach your financial goals.
Nothing brings me more joy as a community banker than helping our clients meet their financial goals by executing a well thought out and disciplined investment strategy.
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