one goal - do great work for great people


How I serve you

I find that there are two realities in the world of wealth management planning that can alter a client’s world. The first is that concentrated wealth makes people wealthy, but diversified wealth keeps them wealthy. And the second is that typically wealth is generated by the first generation and is lost by the next two. My job is to help you create and keep your wealth.

My areas of focus include:

  • Contemporary strategies for clients in sports, music, and entertainment
  • Modern-day insights for endowments & foundations.
  • Concentrated stock planning
  • Protecting a windfall for long term success
  • Multi-generational estate planning
  • Socially responsible investing including environmental, social and governance (ESG)

Every client goes through the process of constructing a customized financial plan based on their unique goals and objectives. Each plan is dynamic in nature and built to be flexible with life's changes. Your world moves fast - so should your financial plan. 


Latest Insights

U.S. Capitol building

U.S. debt: Not living on borrowed time

Dec 07, 2023

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

Read more
Global Insight 2024 Outlook Storm Clouds loom over field

Global Insight 2024 Outlook: Investing for a new reality

Dec 04, 2023

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read more
Empire State building over NY City Skyline Global Insight 2024 Outlook US

Global Insight 2024 Outlook: United States

Dec 04, 2023

The stock market faces more crosscurrents than usual, while the bond market could deliver strong returns.

Read more

Evan E. Malone

Financial Advisor

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Global Insight 2024 Outlook coverGlobal Insight Monthly

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

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