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Evan Most

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Evan Most

Vice President, Head of Client Reporting & Analysis | Summit Trail Advisors

United States

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Evan Most

Summary

Evan Most is a seasoned finance professional with over 12 years of experience in institutional and private wealth management, specializing in performance, risk, and attribution reporting. Currently serving as Vice President and Head of Client Reporting & Analysis at Summit Trail Advisors, he has built a strong reputation for his analytical skills and ability to deliver customized reporting solutions. Evan's career has spanned various roles in prestigious financial institutions, including Morgan Stanley and First Republic Private Wealth Management, where he led teams and drove significant improvements in performance analytics. He holds an MBA in Statistics and Entrepreneurship from Baruch College and a Bachelor's degree in Business/Marketing from the University at Buffalo. Evan is passionate about leveraging technology to enhance reporting accuracy and efficiency in the finance sector. His commitment to professional growth is evident through his candidacy for the CIPM certification, reflecting his dedication to maintaining industry standards. A true leader in his field, Evan thrives in dynamic environments and is motivated by challenges that require innovative solutions.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Evan Most

Work Experience

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Vice President, Head of Client Reporting & Analysis at

Summit Trail Advisors

July 2023 - Present

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Vice President, Performance Reporting Team Leader at

First Republic Private Wealth Management

February 2022 - July 2023

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Director of Performance Analytics at

First Republic Private Wealth Management

February 2019 - February 2022

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Associate Director of Performance Analytics at

First Republic Private Wealth Management

September 2014 - February 2019

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Institutional Performance Reporting Operations Specialist at

Morgan Stanley

January 2014 - September 2014

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Investment Performance Analyst at

Morgan Stanley

January 2010 - January 2013

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Senior Performance Analyst at

State Street

January 2007 - January 2009

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Mutual Fund Accountant II at

State Street

January 2006 - January 2007

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Evan Most

Education

City University of New York-Baruch College - Zicklin School of Business, Mba

January 2008 - January 2010

University at Buffalo, Bs

January 2001 - January 2005

Lakeland High School

January 1997 - January 2001

2016 Expert CIPM Candidate

Frequently Asked Questions about Evan Most

What is Evan Most email address?

Evan Most's primary email address is *********@summittrail.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Evan Most work for?

Evan Most is a Vice President, Head of Client Reporting & Analysis at Summit Trail Advisors, a company specializing in Monetary Authorities-Central Bank.

Where Evan Most graduated from?

Evan Most holds a degree in Statistics, Entrepreneurship from City University of New York-Baruch College - Zicklin School of Business.

How can I directly contact Evan Most?

To contact Evan Most directly, you can use the email address *********@summittrail.com. Complete contact information is available upon registration with Muraena.

Who is Evan Most?

Evan Most is a seasoned finance professional with over 12 years of experience in institutional and private wealth management, specializing in performance, risk, and attribution reporting. Currently serving as Vice President and Head of Client Reporting & Analysis at Summit Trail Advisors, he has built a strong reputation for his analytical skills and ability to deliver customized reporting solutions. Evan's career has spanned various roles in prestigious financial institutions, including Morgan Stanley and First Republic Private Wealth Management, where he led teams and drove significant improvements in performance analytics. He holds an MBA in Statistics and Entrepreneurship from Baruch College and a Bachelor's degree in Business/Marketing from the University at Buffalo. Evan is passionate about leveraging technology to enhance reporting accuracy and efficiency in the finance sector. His commitment to professional growth is evident through his candidacy for the CIPM certification, reflecting his dedication to maintaining industry standards. A true leader in his field, Evan thrives in dynamic environments and is motivated by challenges that require innovative solutions.

Evan`s contact details

mail

*********@summittrail.com

*****@firstrepublic.com

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