Jack Evatt

Posted on August 18, 2014

Author Name By AndCo

Jack is a Director and Senior Consultant with AndCo. His duties include coordinating consulting initiatives, optimizing investment portfolios, preparing investment manager due diligence reviews, selecting investment managers, developing investment policy guidelines, and preparing performance-monitoring reports. Jack also serves on the firm’s Investment Committee which defines the investment philosophy of the firm as well as the policy for investment related topics, adds a check and balance to the research group and provides feedback on investment oriented topics and client related deliverables.

Prior to joining AndCo, he spent over ten years as a portfolio manager in Private Wealth Management for SunTrust Bank managing discretionary portfolios for many of the bank’s most complex relationships.