AeroLeads people directory · profile
Nick Evans Email & Phone Number
Partner and Associate Director of Investments
at
CM Wealth Advisors
1 work email found
@cmwealthadvisors.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Associate Director of Investments
Location
Beachwood, Ohio, United States
Company size
Who is Nick Evans? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Nick Evans is listed as Partner and Associate Director of Investments at CM Wealth Advisors, a with 22 employees, based in Beachwood, Ohio, United States. AeroLeads shows a work email signal at cmwealthadvisors.com and a matched LinkedIn profile for Nick Evans.
Nick Evans previously worked as Associate Director of Investments at Cm Wealth Advisors and Investment Analyst at Cm Wealth Advisors. Nick Evans holds Bachelor Of Business Administration - Bba, Finance from The Ohio State University.
Company email context
Email format at CM Wealth Advisors
This section adds company-level context without repeating Nick Evans's masked contact details.
{first_initial}{last}@cmwealthadvisors.com
89% confidence
AeroLeads found 1 current-domain work email signal for Nick Evans. Compare company email patterns before reaching out.
Profile bio
About Nick Evans
I am a proud member of CM's Investment Team. In my role at CM, I am a member of our Investment Committees, Client Service Committee, Marketing Committee, and Information Security Committee.My expertise spans both public and private capital investment strategies. I actively participate in sourcing, selecting, and monitoring managers for CM’s traditional equity, fixed income, special situations, and private equity asset classes. Additionally, I am deeply involved in client investment reporting.
Listed skills include Retirement Planning And Forecasting, Estate Planning Strategy, Entrepreneurship, Wealth Management And Investments, and 8 others.
Current workplace
Nick Evans's current company
Company context helps verify the profile and gives searchers a useful next step.
Cm Wealth Advisors
7 roles
Nick Evans work experience
A career timeline built from the work history available for this profile.
Associate Director Of Investments
Investment Analyst
Investment Associate
Sep 2021 - Jan 2023
Financial Advisor / Retirement Planner
Feb 2020 - Jul 2021
Financial Advisor
Jan 2018 - Feb 2020
Strategic Pricing & Finance Intern
May 2016 - Aug 2017
Team & coworkers
Colleagues at CM Wealth Advisors
Other employees you can reach at cmwealthadvisors.com. View company contacts for 22 employees →
CR
Cindy Resch
Colleague at Cm Wealth AdvisorsUnited States
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JP
Judi Plescia
Colleague at Cm Wealth AdvisorsCleveland, Ohio, United States
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KT
Karoline Turczynskyj
Colleague at Cm Wealth AdvisorsCleveland, Ohio, United States
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NB
Neal B. Colby, Cpa, Cepa
Colleague at Cm Wealth AdvisorsAkron, Ohio, United States
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BW
Ben Wallace, Cfa, Cpa
Colleague at Cm Wealth AdvisorsBeachwood, Ohio, United States
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JW
Jim Wert
Colleague at Cm Wealth AdvisorsCleveland, Ohio, United States
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JB
Jackie Bruffey
Colleague at Cm Wealth AdvisorsGreater Cleveland, United States
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GI
Gary Isakov
Colleague at Cm Wealth AdvisorsGreater Cleveland, United States
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AR
Amy R. Lorius, Cfp®
Colleague at Cm Wealth AdvisorsBeachwood, Ohio, United States
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JB
Jennifer Bonacci
Colleague at Cm Wealth AdvisorsCleveland, Ohio, United States
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Cindy Resch
Colleague at Cm Wealth AdvisorsUnited States
View →
JP
Judi Plescia
Colleague at Cm Wealth AdvisorsCleveland, Ohio, United States
View →
KT
Karoline Turczynskyj
Colleague at Cm Wealth AdvisorsCleveland, Ohio, United States
View →
NB
Neal B. Colby, Cpa, Cepa
Colleague at Cm Wealth AdvisorsAkron, Ohio, United States
View →
BW
Ben Wallace, Cfa, Cpa
Colleague at Cm Wealth AdvisorsBeachwood, Ohio, United States
View →
JW
Jim Wert
Colleague at Cm Wealth AdvisorsCleveland, Ohio, United States
View →
JB
Jackie Bruffey
Colleague at Cm Wealth AdvisorsGreater Cleveland, United States
View →
GI
Gary Isakov
Colleague at Cm Wealth AdvisorsGreater Cleveland, United States
View →
AR
Amy R. Lorius, Cfp®
Colleague at Cm Wealth AdvisorsBeachwood, Ohio, United States
View →
JB
Jennifer Bonacci
Colleague at Cm Wealth AdvisorsCleveland, Ohio, United States
View →
1 education record
Nick Evans education
FAQ
Frequently asked questions about Nick Evans
Quick answers generated from the profile data available on this page.
What company does Nick Evans work for?
Nick Evans works for CM Wealth Advisors.
What is Nick Evans's role at CM Wealth Advisors?
Nick Evans is listed as Partner and Associate Director of Investments at CM Wealth Advisors.
What is Nick Evans's email address?
AeroLeads has found 1 work email signal at @cmwealthadvisors.com for Nick Evans at CM Wealth Advisors.
Where is Nick Evans based?
Nick Evans is based in Beachwood, Ohio, United States while working with CM Wealth Advisors.
What companies has Nick Evans worked for?
Nick Evans has worked for Cm Wealth Advisors, Golden Reserve, Llc, Merrill Lynch Wealth Management, and Bakerhostetler.
Who are Nick Evans's colleagues at CM Wealth Advisors?
Nick Evans's colleagues at CM Wealth Advisors include Cindy Resch, Judi Plescia, Karoline Turczynskyj, Neal B. Colby, Cpa, Cepa, and Ben Wallace, Cfa, Cpa.
How can I contact Nick Evans?
You can use AeroLeads to view verified contact signals for Nick Evans at CM Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Nick Evans attend?
Nick Evans holds Bachelor Of Business Administration - Bba, Finance from The Ohio State University.
What skills is Nick Evans known for?
Nick Evans is listed with skills including Retirement Planning And Forecasting, Estate Planning Strategy, Entrepreneurship, Wealth Management And Investments, Family Financial Advisor, Business Financial Strategies, Leadership, and Superior Customer Service.
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