Evan Paretti, CFA
Manager
As a Senior Advisor Associate, Evan is responsible for the analysis of defined benefit, endowment, foundation and other nonprofit client investment portfolios. Prior to joining Fiducient Advisors in 2022, he was employed by Greenwich Aquaria. Evan earned a Bachelor’s of Business Administration from Millsaps College, majoring in Business Administration and Philosophy and is a Chartered Financial Analyst® (CFA) Charterholder.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
