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Evan Gruchot, Ricp® Email & Phone Number
President and CIO
at
EG Capital Holdings
1 work email found
@prairiewealthadvisors.com
1 phone found area 847
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is Evan Gruchot, Ricp®? Overview
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Quick answer
Evan Gruchot, Ricp® is listed as President and CIO at EG Capital Holdings, based in Orlando, Florida, United States. AeroLeads shows a work email signal at prairiewealthadvisors.com, phone signal with area code 847, and a matched LinkedIn profile for Evan Gruchot, Ricp®.
Evan Gruchot, Ricp® previously worked as Portfolio Manager & Director of Investments at Gfg Solutions and Director of Investments and Financial Planning at Clarity Financial Planning Inc.. Evan Gruchot, Ricp® holds Bachelor Of Science In Business Administration-Bsba, Finance, General from University Of Miami Herbert Business School.
Company email context
Email format at EG Capital Holdings
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*@prairiewealthadvisors.com
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AeroLeads found 1 current-domain work email signal for Evan Gruchot, Ricp®. Compare company email patterns before reaching out.
Profile bio
About Evan Gruchot, Ricp®
Hard working and diligent professional with high-net-worth client-facing experience and a background in investment and wealth management, with portfolio creation and investment selection skills. Successful in managing over $100M of AUM, outperforming corresponding benchmarks through determining client risk tolerance, crafting goals-based investment recommendations, diversifying asset allocation, and focusing on a fiduciary commitment to clientele.
Listed skills include Leadership, Powerpoint, Social Media, Public Speaking, and 39 others.
Current workplace
Evan Gruchot, Ricp®'s current company
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5 roles
Evan Gruchot, Ricp® work experience
A career timeline built from the work history available for this profile.
Portfolio Manager & Director Of Investments
Director Of Investments And Financial Planning
-Selects investment allocation for $150M+ of pension, corporate, and individual client assets.-Utilizes modern portfolio theory in assessing investment models for client's risk tolerance.-Creates customized investment models through product research and in-depth analysis.-Generates positive return for client accounts in periods of down markets through utilization of alternative investments, including hedging strategies and private equity, to seek non-correlated returns in volatile and interest rate sensitive markets.-Deploys various risk mitigation strategies including options and insurance contracts -Successfully onboarded and manages over 1,700 client accounts on Orion Advisor Services reporting, planning, and trading software. -Designs and presents custom client-facing reports, analysis, and projections.-Crafts customized financial planning and investment recommendations for 250+ clients
Jun 2021 - Jan 2023
Business Development Associate And Wealth Advisor
-Ran South Florida-based operations for Registered Investment Advisory Firm with $300M+ of AUM.-Created, presented, and implemented eMoney financial plans for clients and prospects-Monitored municipal bond holdings and offerings for generation of tax-free income in client portfolios-Presented private equity deals to accredited investors and qualified purchasers-Prospected for new client opportunities in the construction industry and with turboprop aircraft owners-Advised business owner clientele on cashflow management and profit distribution to minimize expenditures and maximize profitability-Coordinated with client's Centers of Influence on estate and tax planning needs
Jan 2021 - Jun 2021
Financial Advisor
-Built a book of business consisting primarily of business owner clientele -Developed mutual fund and ETF portfolios for client's accounts seeking maximum alpha in pursuit of exceeding market benchmarks-Analyzed prospective client's holdings against risk and return metrics to determine applicable areas of underperformance or unnecessary risk-Structured life insurance contracts to produce maximum return and liquidity for clients with minimal commissions-Implemented virtual meeting practices with clients located nationwide prior to mass-adoption of Zoom and other technologies in the workplace-Trained, developed, and mentored interns on firm's policies, product offerings, and overall industry knowledge
Jun 2017 - Jul 2020
2 education records
Evan Gruchot, Ricp® education
Bachelor Of Science In Business Administration-Bsba, Finance, General
University Of Miami Herbert Business School
Education record
New Trier Township High School Winnetka
FAQ
Frequently asked questions about Evan Gruchot, Ricp®
Quick answers generated from the profile data available on this page.
What company does Evan Gruchot, Ricp® work for?
Evan Gruchot, Ricp® works for EG Capital Holdings.
What is Evan Gruchot, Ricp®'s role at EG Capital Holdings?
Evan Gruchot, Ricp® is listed as President and CIO at EG Capital Holdings.
What is Evan Gruchot, Ricp®'s email address?
AeroLeads has found 1 work email signal at @prairiewealthadvisors.com for Evan Gruchot, Ricp® at EG Capital Holdings.
What is Evan Gruchot, Ricp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 847 for Evan Gruchot, Ricp® at EG Capital Holdings.
Where is Evan Gruchot, Ricp® based?
Evan Gruchot, Ricp® is based in Orlando, Florida, United States while working with EG Capital Holdings.
What companies has Evan Gruchot, Ricp® worked for?
Evan Gruchot, Ricp® has worked for Eg Capital Holdings, Gfg Solutions, Clarity Financial Planning Inc., Prairie Wealth Advisors, Inc., and Northwestern Mutual.
How can I contact Evan Gruchot, Ricp®?
You can use AeroLeads to view verified contact signals for Evan Gruchot, Ricp® at EG Capital Holdings, including work email, phone, and LinkedIn data when available.
What schools did Evan Gruchot, Ricp® attend?
Evan Gruchot, Ricp® holds Bachelor Of Science In Business Administration-Bsba, Finance, General from University Of Miami Herbert Business School.
What skills is Evan Gruchot, Ricp® known for?
Evan Gruchot, Ricp® is listed with skills including Leadership, Powerpoint, Social Media, Public Speaking, Client Relations, Needs Analysis, Sales, and Financial Planning.
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