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Friday, Apr 12, 2024

Leaders of Influence – Wealth Managers: RUSSELL EVANS

Russell Evans

Managing Principal

Avitas Wealth Management

Assets Under Management: $9oo million

Russell Evans is the managing principal of Avitas Wealth Management. He began his career as a financial advisor at Merrill Lynch in 1992 where he began to form the team that is now Avitas Wealth Management. While at Merrill Lynch, he crafted his own equity investment strategies and began managing clients’ stock portfolios, which he continues to do today. The entire team was recruited to UBS Financial in 2009. In 2017, Evans and his partners started Avitas Wealth Management, an independent Registered Investment Advisory firm, which has grown to 12 professionals managing nearly $1 billon in client assets. As the managing principal of Avitas Wealth Management, Evans oversees day-to-day business operations. Avitas Wealth Management is a boutique asset management and wealth advisory firm serving institutions and select multigenerational families. Evans is also the lead portfolio manager of the firm’s equity strategies.

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