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Kristin Evans Email & Phone Number

Wealth Advisor and Trust Officer
Location: Urbandale, Iowa, United States 9 work roles 3 schools
1 work email found @silversageadvisors.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

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Role
Wealth Advisor and Trust Officer
Location
Urbandale, Iowa, United States

Who is Kristin Evans? Overview

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Quick answer

Kristin Evans is listed as Wealth Advisor and Trust Officer based in Urbandale, Iowa, United States. AeroLeads shows a work email signal at silversageadvisors.com and a matched LinkedIn profile for Kristin Evans.

Kristin Evans previously worked as Investment Professional at Raymond James and Investment Portfolio Associate at Silversage Advisors. Kristin Evans holds Bachelor’S Degree, Economics And Japanese from University Of Iowa.

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Email format at silversageadvisors.com

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{first_initial}{last}@silversageadvisors.com
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Profile bio

About Kristin Evans

Kristin Evans is a Wealth Advisor and Trust Officer.

Listed skills include Equities, Options, Trading, Hedge Funds, and 36 others.

9 roles

Kristin Evans work experience

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

Investment Professional

Raymond James

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Silversage Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Aug 2020 - Sep 2023

Investment Portfolio Associate

Silversage Advisors

Irvine, Ca

* Primarily responsible for researching and trading model portfolios* Leads Silversage Investment Committee* Series 7 and Series 66 holder

Mar 2016 - Sep 2023

Portfolio Manager/Trader/Analyst

Family Office In Orange County, Ca

Fullerton, Ca

*Managed portfolios for a family office investment fund comprised of corporate and foundation accounts with $150 million assets under management *Analyzed, presented and implemented trade ideas in equities and commodities primarily expressed through option strategies

May 2012 - Nov 2014

Global Macro Trader

Stark Investments

Greater Milwaukee Area

*Trader for the global macro team primarily focused on sector/country ETFs and index options*Generated trade ideas in ETF, index and single-name equity areas*Originally worked with the risk arbitrage/event team and continued to provide them with support on pending transactions *Leveraged vast network of sell-side contacts to provide access to relevant research ranging from quantitative studies to sector-specific analysis*Member of the Best Execution Committee which utilized a third party TCA system (GT Analytics) to measure market impact on trades implemented by the various trading desks

Nov 2005 - Jan 2012

Administrator

Dewaay Capital Management

West Des Moines, Iowa

*Provided administrative and various other duties for a private client office in West Des Moines, IA *Instrumental in writing applications for State of Iowa Economic Development grants to expand the company’s operations

Feb 2005 - Oct 2005

Senior Trader

San Francisco Bay Area

*Senior Trader for small-cap long-short equity fund, large-cap technology long-short equity fund, biotech long-short equity fund and small-cap long-only fund*Additional experience trading convertible bonds, commodities and related instruments*Supervised up to four staff, including their hiring, trading and review

Mar 2001 - Jul 2004

Vice President, Equity Trading

San Francisco Bay Area

*Senior Equity Trader responsible for trading $1.6+ billion in large- and small-cap institutional assets *Organized and implemented small-cap wrap program with assets from five major brokerage firms. *Maintained soft dollar budget*Provided research and analysis prior to the firm’s participation in IPOs, secondary offerings and private placements (PIPES)

Jun 1997 - Mar 2001

Portfolio Supervisor

Marshall And Sullivan, Inc.

Seattle, Wa

*Responsible for trading over $370 million in equity and fixed income assets for 660 separate accounts*Responsibilities also included account maintenance and reconciliation

Mar 1993 - Jun 1997

Economic Research Associate

The Mitsubishi Bank, Ltd.

Greater New York City Area

*Analyzed the content and impact of Congressional activity concerning banking, budget and foreign trade issues for inclusion in a daily company memo distributed to bank trading floor and senior management*Responsible for the research and writing of papers on trade topics such as GATT, US-Japan Structural Impediments Initiative Trade Talks and China’s MFN trade status

Nov 1990 - Jan 1992
3 education records

Kristin Evans education

Japanese Language And Literature

Middlebury College Summer Language School
FAQ

Frequently asked questions about Kristin Evans

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

What is Kristin Evans's role at their current company?

Kristin Evans is listed as Wealth Advisor and Trust Officer.

What is Kristin Evans's email address?

AeroLeads has found 1 work email signal at @silversageadvisors.com for Kristin Evans.

Where is Kristin Evans based?

Kristin Evans is based in Urbandale, Iowa, United States.

What companies has Kristin Evans worked for?

Kristin Evans has worked for Raymond James, Silversage Advisors, Family Office In Orange County, Ca, Stark Investments, and Dewaay Capital Management.

How can I contact Kristin Evans?

You can use AeroLeads to view verified contact signals for Kristin Evans, including work email, phone, and LinkedIn data when available.

What schools did Kristin Evans attend?

Kristin Evans holds Bachelor’S Degree, Economics And Japanese from University Of Iowa.

What skills is Kristin Evans known for?

Kristin Evans is listed with skills including Equities, Options, Trading, Hedge Funds, Equity Trading, Derivatives, Risk Management, and Etfs.

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