Matthew Evans

Senior Wealth Advisor Family Office @Trust Point Inc.

Minneapolis, MN, US
MOBILE NUMBERS
+91 *********19

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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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