Evan is the Chief Compliance Officer for GeoWeath Management. Evan oversees all facets of our regulatory compliance program including policies and procedures, code of ethics, and SEC reporting.
Prior to joining GeoWealth in 2019, Evan served as the Chief Compliance Officer, Director of Finance, and IT Director for Zuckerman Investment Group, LLC, a Registered Investment Advisor. Additionally, he served as an auditor for Deloitte and Touche in their Hedge Fund, Mutual Fund and Private Equity practice.
Evan is a Certified Public Accountant. He graduated from the University of Michigan Ross School of Business with a Master's Degree in Accounting and a Bachelor's Degree in Business Administration. Outside of work, Evan enjoys training for marathons and exploring Chicago with his wife, daughter, and dog.LinkedIn