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Aaron Evans, CFA, CFP

Senior Advisor

Advisor Team  /  Investment Committee  /  Team Leaders

Aaron Evans

The Catalyst

Engineering financial wellness strategies for young professionals, high-net worth families and everyone else in between. Experienced in financial plans, defense missiles and the Adirondack Mountains.

Background

As a Senior Advisor Aaron partners with clients of all ages to oversee their financial affairs. He develops structured financial plans and investment portfolios to achieve a wide variety of client goals, and helps clients discover what their goals might be if they are just getting started. Aaron is also a member of Strategic’s Investment Committee.

Prior to joining Strategic in 2011, Aaron managed and designed defense solutions for the United States Armed Forces with Lockheed Martin Corporation.

Credentials

  • Chartered Financial Analyst (CFA) Charterholder
  • CERTIFIED FINANCIAL PLANNER™
  • MBA, Finance, Simon Graduate School of Business at the University of Rochester
  • BS, Electrical and Computer Engineering, University of Rochester
  • Graduate Fellow, Engineering Leadership, Northeastern University

Community Service

  • Board of Directors, Jewish Community Federation of the Mohawk Valley
  • Board of Directors, YMCA Camp Gorham

Areas of Specialty

  • Client Relationship Management

    Client Relationship Management

  • Investment Strategies

    Investment Strategies

  • Leadership & Team Development

    Leadership & Team Development

Beneath the Surface

  • Claim to Fame

    Aaron was part of the Strategic sponsored Babe Ruth baseball team that won a CNY championship in 1996.

  • Enjoys…

    Hiking with his wife and dog, shredding blue squares in the winter, Syracuse hoops and musical theater.

  • Family

    Lives with his wife Mary Carol, son Eli, and their dog Lyla

If you laugh, you think, and you cry, that's a full day. That's a heck of a day. You do that seven days a week, you're going to have something special.

Jim Valvano