Russell Douglas Evans
Chief Executive Officer at Avitas Wealth Management LLC
Profile
Mr. Russell D.
Evans is a Managing Principal & Chief Investment Officer at Avitas Wealth Management LLC.
He got his start in this industry as a consultant at Merrill Lynch vetting money managers and writing Investment Policy Statements.
At the same time, he crafted his own investment strategy and began managing portions of clients’ portfolios.
He received his undergraduate degree from Chapman University and an MBA from The University of Colorado.
Russell Douglas Evans active positions
| Companies | Position | Start |
|---|---|---|
Avitas Wealth Management LLC
 Avitas Wealth Management LLC Investment ManagersFinance Avitas Wealth Management LLC (Avitas Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded in 2017 and is principally owned by The Evans Family Trust, The Gerst Family Trust, The Satz 1993 Trust and Jones Taslitz Living Trust. Avitas Wealth offers comprehensive financial advice, wealth organization, and financial/retirement planning to select multigenerational families. | Chief Executive Officer | 01/12/2017 |
Former positions of Russell Douglas Evans
| Companies | Position | End |
|---|---|---|
Merrill Lynch Private Client Group
 Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Portfolio Manager-Equities | 31/01/2009 |
Training of Russell Douglas Evans
| Chapman University | Undergraduate Degree |
| The University of Colorado | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Finance |
Avitas Wealth Management LLC
Avitas Wealth Management LLC Investment ManagersFinance Avitas Wealth Management LLC (Avitas Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded in 2017 and is principally owned by The Evans Family Trust, The Gerst Family Trust, The Satz 1993 Trust and Jones Taslitz Living Trust. Avitas Wealth offers comprehensive financial advice, wealth organization, and financial/retirement planning to select multigenerational families. | Finance |
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