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Evan S. West, CFA®
Investment Associate

3322 TN Highway 1

Suite 620,

Nashville, TN 37203-1217

About me

Background

I am an Investment Associate within the Foundations and Endowments Specialty Practice, offering clients more than six years of financial services and investment management experience. I focus on investment management for not-for-profit entities nationally and take pride in knowing that my work delivers positive outcomes for the communities that these institutions impact every day.

In my previous experience with private wealth management firms as a financial planner and portfolio manager, I worked with high-net-worth families and small business owners to execute goals based planning, risk and tax management strategies, and investment solutions tailored to these goals for successful client outcomes.

Education

B.S. Accounting
Tennessee Tech 2014

Personal Interests

I am a member of the CFA Society of Nashville and CFA Institute Global.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

  • Full-service asset management solutions for a diverse group of clients, including corporate, public, insurance, not-for-profit, and health care institutions

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