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Evan Most
Evan Most
Vice President, Head of Client Reporting & Analysis | Summit Trail Advisors
United States
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.
Evan Most
Work Experience
Vice President, Head of Client Reporting & Analysis at
Summit Trail Advisors
July 2023 - Present
Vice President, Performance Reporting Team Leader at
First Republic Private Wealth Management
February 2022 - July 2023
Director of Performance Analytics at
First Republic Private Wealth Management
February 2019 - February 2022
Associate Director of Performance Analytics at
First Republic Private Wealth Management
September 2014 - February 2019
Institutional Performance Reporting Operations Specialist at
Morgan Stanley
January 2014 - September 2014
Investment Performance Analyst at
Morgan Stanley
January 2010 - January 2013
Senior Performance Analyst at
State Street
January 2007 - January 2009
Mutual Fund Accountant II at
State Street
January 2006 - January 2007
Evan Most
Education
City University of New York-Baruch College - Zicklin School of Business, Mba
January 2008 - January 2010
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
*********@summittrail.com
*****@firstrepublic.com
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