Evan serves as an investment analyst and operations manager for Hudson Advisors. He feels privileged to work with each client to help achieve their goals, while protecting their livelihood. Evan is dedicated to making sure clients’ financial data is accurate and packaged to maximize effectiveness for clients and the Hudson team.
Evan supports the client relationship by working closely with Hudson’s Investment Committee to analyze and strategize appropriate investment plans. He applies his knowledge of investments and markets to review and maintain client portfolios in ways that are tax-efficient and aligned with the client’s risk profile, liquidity needs and goals.
Evan came to Hudson from Canisius College as an investment analyst intern in 2009 and was added to the team after his graduation in 2010. He received a B.S. in Finance and since then, he earned an MBA from Canisius College with a focus in Financial Services. Today he works with Hudson Advisors’ high-net-worth clients to fulfill their investment and financial planning needs according to various client goals.
In his free time, Evan can be found fishing Buffalo’s many rivers and Lake Erie. If he’s not by the water, Evan can be found visiting Buffalo’s museums, or reading about investing, technology, or history.