Evensky & Katz Employee Directory

Evensky & Katz corporate office is located in 4000 Ponce de Leon Blvd Ste 850, Coral Gables, Florida, 33146, United States and has 11-50 employees.

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evensky & katz llc

evensky & katz inc

evensky & katz & foldes financial wealth managemen...

evensky katz

Employees by Department

Departments

Number of employees

Finance

Sales

Legal

C-Suite

Marketing

Operations

Information Technology

Key Employees of Evensky & Katz

MB
Mena Bielow
Chief Financial Officer & Chief Compliance Officer
PhoneEmail
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PhoneEmail
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Evensky & Katz Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Evensky & Katz

Hundreds of professionals searching for Evensky & Katz have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

LJ
Lane Jones
Email Direct
Chief Investment Officer & Principal
United States , Florida , Coral Gables

CG
Courtney Grusendorf
Email Direct
Director, Client Services
United States , Florida , Coral Gables

MA
Michael Antczak
Email Direct
Senior Financial Advisor
United States , Florida , Coral Gables

MW
Michael Walsh
Email Direct
Manager, Wealth
United States , Florida , Coral Gables

SD
Scott DeCecchis
Email Direct
Director, Retirement Plan Services
United States , Florida , Coral Gables

BH
Brett Horowitz
Email Direct
Manager, Wealth
United States , Florida , Coral Gables

JS
Johnathan Salter
Email Direct
Manager, Wealth and Principal
United States , Florida , Coral Gables

MP
Michelle Panzera
Email Direct
Director, Marketing
United States , Florida , Coral Gables

NP
Natalie Painter
Email Direct
Director, Data Management
United States , Florida , Coral Gables

JM
Joshua Mungavin
Email Direct
Manager, Wealth
United States , Florida , Coral Gables

KS
Kathryn Salter
Email Direct
Principal, Senior Vice President
United States , Florida , Coral Gables

JT
Jada Thurston
Email Direct
Client Services Associate
United States , Florida , Coral Gables

MS
Marcos Segrera
Email Direct
Principal and Wealth Manager
United States , Florida , Coral Gables

MS
Michael Scheinberg
Email Direct
Director, Portfolio Management
United States , Florida , Coral Gables

DG
David Garcia
Email Direct
Manager, Wealth
United States , Florida , Coral Gables

Cd
Carlos de la Torre
Email Direct
Manager, Accounting
United States , Florida , Coral Gables

RA
Roxanne Alexander
Email Direct
Senior Financial Advisor
United States , Florida , Coral Gables

JT
Joseph Tribuiani
Email Direct
Financial Advisor
United States , Florida , Coral Gables

KA
Kaylyn Adams
Email Direct
Senior Financial Advisor
United States , Florida , Coral Gables

AC
Asher Carrell
Email Direct
Financial Advisor
United States , Florida , Coral Gables

ML
Matthew Lawrence
Email Direct
Client Service Associate
United States , Florida , Coral Gables

FL
Flavio Landivar
Email Direct
Senior Financial Advisor
United States , Florida , Coral Gables

AB
Anne Bednarz
Email Direct
Financial Advisor
United States , Florida , Coral Gables

NS
Nicholas Seis
Email Direct
Portfolio Management Associate
United States , Florida , Coral Gables

RJ
Rebecca Judd
Email Direct
Chief Compliance Officer
United States , Florida , Coral Gables

123

Former Employees at Evensky & Katz

Explore people who held key positions, contributed to Evensky & Katz's success, and advanced their careers.

Brian Morton

Associate Advisor, Vic... at AlTi Tiedemann Global

Worked as Paraplanner

at Evensky & Katz (2021-2023)

Direct

Matthew McGrath

Director at Nevada Gold Mines

Worked as Managing Partner

at Evensky & Katz (2000-2025)

Direct

Hayden Evans

Private Credit Analyst at Ally

Worked as Wealth Management Intern

at Evensky & Katz (2023-2023)

Direct

Mask Content

Senior Wealth Advisor at Mariner

Worked as Senior Financial Advisor & Principal

at Evensky & Katz (2015-2023)

Direct

Mask Content

Financial Planner at Amicus Financial Advis...

Worked as Intern

at Evensky & Katz (2024-2024)

Direct

Mask Content

Associate at Cerity Partners

Worked as Intern

at Evensky & Katz (2022-2023)

Direct

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Frequently Asked Questions Regarding Evensky & Katz Employees

How many employees does Evensky & Katz have?

Evensky & Katz has 11-50 employees

Who is the CFO of Evensky & Katz?

Evensky & Katz’s CFO is Mena Bielow

Who are Evensky & Katz key employees?

Some of Evensky & Katz key employees are Mena Bielow

Where is Evensky & Katz located?

Evensky & Katz’s headquarters are located at 4000 Ponce de Leon Blvd Ste 850, Coral Gables, Florida, 33146, United States

How do I contact Evensky & Katz?

Evensky & Katz Contact Info: Phone number: (305) 448-8882 Website: www.evensky.com

What does Evensky & Katz do?

Evensky & Katz / Foldes Financial Wealth Management is a nationally respected wealth management firm with over 30 years of experience understanding and responding to the company's client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold E... Read More

Is Evensky & Katz a public company?

Evensky & Katz is private company therefore does not currently have an official ticker symbol

See more information about Evensky & Katz Employees