Evan is a financial advisor at CAPTRUST, an independent investment research and fee-based advisory firm. Evan serves as a financial advisor responsible for providing investment advisory services to fiduciary investors, including retirement plan committees and non-profit trustees. With a career spanning over two decades, Evan's expertise extends across various industries, with a particular focus on law firm clients nationwide.Evan co-leads the CAPTRUST Alpharetta office, perfectly located between the scenic North Georgia mountains and the dynamic city of Atlanta. CAPTRUST’s Alpharetta team serves institutional investors including qualified and non-qualified retirement plans, endowments and foundations. Evan has significant experience advising defined contribution, defined benefit, and non-qualified deferred compensation plan clients in the areas of fiduciary process management, plan design, investments, recordkeeper oversight, and participant financial wellness and retirement planning advice. Evan and his team are also passionate about helping non-profit boards prudently manage their funds in order to do more good in the world. Evan holds the following credentials: • Accredited Investment Fiduciary (AIF®) • Accredited Retirement Plan Consultant (ARPC)• Certified Investment Management Analyst (CIMA®)• Certified Plan Fiduciary Advisor (CPFA)The CAPTRUST Atlanta team has been recognized on a number of industry lists, including the Barron’s Top 100 Institutional Consultant Teams, the Financial Times Top 401 Advisors, and the NAPA Top DC Advisor Teams. Evan received his undergraduate degree in business administration from Furman University, and he earned his MBA in finance at Rollins College. Evan is a founding member and currently serves on the Board of the Pension Education Council of Atlanta. Feel free to contact Evan at 404-446-1264 or evan.melcher@captrust.com.
Listed skills include Retirement Plan Consulting, Asset Allocation, Investments, 401K, and 11 others.