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Evan Holmes, Cfa Email & Phone Number

Vice President | Financial Advisor at CAPTRUST at CAPTRUST

Location: Greater Minneapolis-St. Paul Area, United States 3 work roles 1 school

1 work email found @captrustadvisors.com 3 phones found area 919 and 800 LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 100%

Current company

CAPTRUST

Role

Vice President | Financial Advisor at CAPTRUST

Location

Greater Minneapolis-St. Paul Area, United States

Who is Evan Holmes, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Evan Holmes, Cfa is listed as Vice President | Financial Advisor at CAPTRUST at CAPTRUST, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at captrustadvisors.com, phone signal with area code 919, 800, and a matched LinkedIn profile for Evan Holmes, Cfa.

Evan Holmes, Cfa previously worked as Vice President | Financial Advisor at Captrust and Consultant at Dcadvisors. Evan Holmes, Cfa holds Bachelor'S Degree, Finance, General from Augsburg University.

Company email context

Email format at CAPTRUST

This section adds company-level context without repeating Evan Holmes, Cfa's masked contact details.

*@captrustadvisors.com

71% confidence

AeroLeads found 1 current-domain work email signal for Evan Holmes, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Evan Holmes, Cfa

Evan Holmes, Cfa is a Vice President | Financial Advisor at CAPTRUST at CAPTRUST. He possess expertise in investments, finance, portfolio management, investment advisory, asset management and 4 more skills.

Listed skills include Investments, Finance, Portfolio Management, Investment Advisory, and 5 others.

Current workplace

Evan Holmes, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Captrust

Vice President | Financial Advisor at CAPTRUST

Raleigh, NC

Website

captrustadvisors.com

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Company profile

View company profile Email format

3 roles

Evan Holmes, Cfa work experience

A career timeline built from the work history available for this profile.

Vice President | Financial Advisor

Current

Captrust

Raleigh, Nc, Us

Joined CAPTRUST in 2014 as Financial Advisor | Relationship Manager as part of CAPTRUST's merger with DCAdvisors. Responsible for assisting plan sponsor clients in managing their fiduciary responsibilities for their retirement programs. At CAPTRUST, I provide services to defined contribution, defined benefit, non-qualified, endowment/foundation and corporate asset pool clients. I received my Bachelor of Arts degree in finance from Augsburg College, and hold the designation of Chartered Financial Analyst (CFA ®).

Oct 2014 - Present

Consultant

Dcadvisors

Oct 2008 - Oct 2014

Senior Associate

Rbc Wealth Management

Toronto, Ontario, Ca

Oct 2006 - Oct 2008

Team & coworkers

Colleagues at CAPTRUST

Other employees you can reach at captrustadvisors.com. View company contacts →

JB

Jeremy Berretta, Mba Colleague at CaptrustRaleigh, North Carolina, United States View → BN

Ben Napier Colleague at CaptrustAustin, Texas, United States View → WG

Will Gabri, Cfp® Colleague at CaptrustSacramento, California, United States View → B(

Bj (Betty Jean) Jones, Aif® Colleague at CaptrustNashville, Tennessee, United States View → KE

Katie Eldred, Aif® Colleague at CaptrustDenver, Colorado, United States View → MC

Melissa C. Colleague at CaptrustGranite Bay, California, United States View → CY

Cole Yantek Colleague at CaptrustRaleigh, North Carolina, United States View → CT

Cameron Tinsley, Cfp® Colleague at CaptrustGrand Rapids, Michigan, United States View → JI

Jack Irons Cfp® Colleague at CaptrustRaleigh, North Carolina, United States View → AN

Anthony N. Scarpo, Esq. Colleague at CaptrustPittsburgh, Pennsylvania, United States View →

1 education record

Evan Holmes, Cfa education

Augsburg University

General

FAQ

Frequently asked questions about Evan Holmes, Cfa

Quick answers generated from the profile data available on this page.

What company does Evan Holmes, Cfa work for?

Evan Holmes, Cfa works for CAPTRUST.

What is Evan Holmes, Cfa's role at CAPTRUST?

Evan Holmes, Cfa is listed as Vice President | Financial Advisor at CAPTRUST at CAPTRUST.

What is Evan Holmes, Cfa's email address?

AeroLeads has found 1 work email signal at @captrustadvisors.com for Evan Holmes, Cfa at CAPTRUST.

What is Evan Holmes, Cfa's phone number?

AeroLeads has found 3 phone signal(s) with area code 919, 800 for Evan Holmes, Cfa at CAPTRUST.

Where is Evan Holmes, Cfa based?

Evan Holmes, Cfa is based in Greater Minneapolis-St. Paul Area, United States while working with CAPTRUST.

What companies has Evan Holmes, Cfa worked for?

Evan Holmes, Cfa has worked for Captrust, Dcadvisors, and Rbc Wealth Management.

Who are Evan Holmes, Cfa's colleagues at CAPTRUST?

Evan Holmes, Cfa's colleagues at CAPTRUST include Jeremy Berretta, Mba, Ben Napier, Will Gabri, Cfp®, Bj (Betty Jean) Jones, Aif®, and Katie Eldred, Aif®.

How can I contact Evan Holmes, Cfa?

You can use AeroLeads to view verified contact signals for Evan Holmes, Cfa at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Evan Holmes, Cfa attend?

Evan Holmes, Cfa holds Bachelor'S Degree, Finance, General from Augsburg University.

What skills is Evan Holmes, Cfa known for?

Evan Holmes, Cfa is listed with skills including Investments, Finance, Portfolio Management, Investment Advisory, Asset Management, Investment Management, Investment Strategies, and Financial Services.

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