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Evan Holmes, CFAFinancial Advisor

  • 333 South 7th Street
    Suite 2900
    Minneapolis, MN 55402
  • 952.358.3400
  • LinkedIn

Evan joined CAPTRUST in 2014 as a financial advisor with the firm’s merger with DCAdvisors, and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to DCAdvisors, Evan served as a senior associate in retirement plan operations at RBC Wealth Management, and has worked in the industry since 2006.

EDUCATION

  • Bachelor of Arts degree in finance from Augsburg College

INDUSTRY DESIGNATIONS

  • Chartered Financial Analyst (CFA®)

MEMBERSHIPS

  • Member of the CFA Society of Minnesota

Personal Profile

Hometown:
Janesville, MN
Favorite Book or Movie:
Liar's Poker and Warrior
Ideal Dinner Guest:
My dad, my mom, and my brother
Words to Live By:
The Golden Rule
Qualities I Admire in People:
Loyalty, honesty, and ambition