- Who We Serve
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- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Evan is responsible for the administration of large, complex trusts for individuals and families including revocable trusts, irrevocable trusts, family limited partnerships, charitable trusts and family foundations. Evan is familiar with fiduciary standards and principles, as well as applicable laws and regulations. He also coordinates related account matters pertaining to fiduciary income tax and investments.
Experience
Evan began his career at The Northern Trust Company in 2007 and held various roles including Assistant Trust Relationship Manager and Trust Advisor. Prior to rejoining Northern Trust in 2022 in his current role, Evan worked as a Sr. Trust Officer at U.S. Bank Private Wealth Management from 2016-2022.
Community Involvement
Evan is a member of the Milwaukee Estate Planning Forum. He is also involved with his community and family commitments in his hometown of Cedarburg.
Joined Northern Trust
2007
Education
Bachelor of Arts in Government, Lawrence University.
Credentials
Certified Financial Planner (CFP®).
Milwaukee
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Milwaukee, Wisconsin 53202