Matthew Evans
Senior Wealth Advisor Family Office @Trust Point Inc.
Minneapolis, MN, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Jan 2023 — Present
Senior Wealth Advisor Family Office @Trust Point Inc.
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EDUCATION
N/A
University of Denver
Political Science and Government
N/A
University of Colorado Boulder
Bachelor of Arts - BA, Political Science
N/A
University of Illinois Urbana-Champaign
Master of Business Administration - MBA
N/A
College for Financial Planning
Accredited Asset Management Specialist (AAMS), Financial Planning and Services
N/A
College for Financial Planning
Accredited Wealth Management Advisor (AWMA), Finance and Financial Management Services
N/A
Fountain-Fort Carson High School
High School Diploma
SKILLS
FundingAsset ManagementPortfolio ManagementFamily OfficePrivate EquityHedge FundsInvestment ManagementDue DiligenceMutual FundsVenture CapitalAlternative InvestmentsHedgingInvestor RelationsInvestmentsInstitutional InvestmentsInvestment StrategiesTradingAsset AllocationEquitiesFund of Funds
ABOUT MATTHEW EVANS
I have worked in the institutional money management and wealth management industries for…
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