ANALYST, PORTFOLIO ADVISORY

Evan Karagianis


As an Analyst on the Portfolio Advisory Team, Evan is responsible for daily monitoring of client portfolios, client and regulatory reporting, and executing investment solutions for the firm’s family office portfolios.  In Evan’s role, he supports the Directors & Partners in all investment matters, monitors cash positions and IPS restrictions and assists with client inquiries and onboarding.   Evan works alongside families to optimize their investment solutions to meet their long-term intergenerational and philanthropic goals.

ANALYST, PORTFOLIO ADVISORY

Evan Karagianis


As an Analyst on the Portfolio Advisory Team, Evan is responsible for daily monitoring of client portfolios, client and regulatory reporting, and executing investment solutions for the firm’s family office portfolios.  In Evan’s role, he supports the Directors & Partners in all investment matters, monitors cash positions and IPS restrictions and assists with client inquiries and onboarding.   Evan works alongside families to optimize their investment solutions to meet their long-term intergenerational and philanthropic goals.

HISTORY


Prior to joining TwinFocus, Evan was a Senior Financial Analyst at Great American Group Valuation & Advisory. During that time, he was responsible for the management of comprehensive asset valuation projects, the delivery of lending recommendations as well as the research and analysis of key macro-economic trends. His other responsibilities included building and implementing financial models and synthesizing large data sets to identify key performance indicators.

EDUCATION


Evan received a Bachelor of Sciences in Finance, from Bentley University with a minor in Global Perspectives. While at Bentley, Evan was an active member of the Bentley Investment Group.

Evan has successfully passed the first two examinations in pursuit of the CFA designation.

OUTSIDE THE OFFICE


Evan grew up in Gilford, NH playing hockey, lacrosse and golf. Outside of the office, Evan enjoys spending time on Lake Winnipesaukee, traveling, playing men’s league hockey, and developing his skills in the kitchen. Evan currently resides in Somerville, MA.