Evan Gruchot, Ricp®

Evan Gruchot, Ricp® Email and Phone Number

President and CIO @ EG Capital Holdings
Orlando, FL, US
Evan Gruchot, Ricp®'s Location
Orlando, Florida, United States, United States
Evan Gruchot, Ricp®'s Contact Details

Evan Gruchot, Ricp® work email

Evan Gruchot, Ricp® personal email

n/a

Evan Gruchot, Ricp® phone numbers

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.

Evan Gruchot, Ricp®'s Current Company Details
EG Capital Holdings

Eg Capital Holdings

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President and CIO
Orlando, FL, US
Evan Gruchot, Ricp® Work Experience Details
  • Eg Capital Holdings
    President And Cio
    Eg Capital Holdings
    Orlando, Fl, Us
    View
  • Gfg Solutions
    Portfolio Manager & Director Of Investments
    Gfg Solutions Mar 2023 - Present
    Orlando, Florida, Us
    View
  • Clarity Financial Planning Inc.
    Director Of Investments And Financial Planning
    Clarity Financial Planning Inc. Jun 2021 - Jan 2023
    Coral Springs, Fl, Us
    -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
    View
  • Prairie Wealth Advisors, Inc.
    Business Development Associate And Wealth Advisor
    Prairie Wealth Advisors, Inc. Jan 2021 - Jun 2021
    Omaha, Nebraska, Us
    -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
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  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Jun 2017 - Jul 2020
    Milwaukee, Wi, Us
    -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
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Evan Gruchot, Ricp® Skills

Leadership Powerpoint Social Media Public Speaking Client Relations Needs Analysis Sales Financial Planning Capital Markets Business Development Investments Communication English Finance Team Leadership Investor Relations Strategic Planning Client Expectations Management Financial Services Wealth Management Business Administration Argus Microsoft Office Microsoft Word Investment Strategies Entrepreneurship Case Studies Marketing Asset Management Microsoft Excel Time Management Microsoft Outlook Customer Service Visual Basic For Applications Financial Analysis Customer Acquisition Business Management Management Teamwork Project Management Investment Banking Research German

Evan Gruchot, Ricp® Education Details

  • University Of Miami Herbert Business School
    University Of Miami Herbert Business School
    General
  • New Trier Township High School Winnetka
    New Trier Township High School Winnetka

Frequently Asked Questions about Evan Gruchot, Ricp®

What company does Evan Gruchot, Ricp® work for?

Evan Gruchot, Ricp® works for Eg Capital Holdings

What is Evan Gruchot, Ricp®'s role at the current company?

Evan Gruchot, Ricp®'s current role is President and CIO.

What is Evan Gruchot, Ricp®'s email address?

Evan Gruchot, Ricp®'s email address is eg****@****ors.com

What is Evan Gruchot, Ricp®'s direct phone number?

Evan Gruchot, Ricp®'s direct phone number is +184742*****

What schools did Evan Gruchot, Ricp® attend?

Evan Gruchot, Ricp® attended University Of Miami Herbert Business School, New Trier Township High School Winnetka.

What skills is Evan Gruchot, Ricp® known for?

Evan Gruchot, Ricp® has skills like Leadership, Powerpoint, Social Media, Public Speaking, Client Relations, Needs Analysis, Sales, Financial Planning, Capital Markets, Business Development, Investments, Communication.

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