Evan Roth is an Associate who joined the firm in 2018. He is responsible for working with both corporate and high net worth individual clients of the firm. With his individual clients, he specializes in providing integrated solutions regarding wealth management, insurance, and estate planning. He also works with corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs.
Evan graduated from College of Charleston in South Carolina where he majored in Finance. While pursuing his undergraduate degree, Evan was also a member of the Pi Kappa Phi Fraternity and finance club. He also interned during the summers at MassMutual Greater Philadelphia.
During his spare time, Evan prefers spending his hours outdoors. His hobbies include playing golf, sport fishing, sailing, and water skiing.
For Evan’s complete licensing information click here.