Evensky & Katz
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Evensky & Katz Employees
Employee
Years
Job
Industry
John Robin Stewart John Robin Stewart's Evensky & Katz Experience May 2009 - August 2009
Job Marketing Analyst at Sendero Wealth Management
Industry Marketing and Advertising
Experience
Sendero Wealth Management May 2014 - Present
Alpha Warrior August 2011 - June 2014
Hill Country Bakery January 2012 - May 2014
Texas Tech University August 2009 - July 2010
Evensky & Katz May 2009 - August 2009
Chevron September 2007 - January 2008
Education
Texas Tech University
BBA, Marketing, Studies in Personal Finance
Sendero Wealth Management May 2014 - Present
Alpha Warrior August 2011 - June 2014
Hill Country Bakery January 2012 - May 2014
Texas Tech University August 2009 - July 2010
Evensky & Katz May 2009 - August 2009
Chevron September 2007 - January 2008
Education
Texas Tech University
BBA, Marketing, Studies in Personal Finance
John Salter John Salter's Evensky & Katz Experience August 2010 - Present
Job Associate Professor of Financial Planning, Wealth Manager
Industry Financial Services
Experience
Texas Tech University August 2005 - Present
Evensky & Katz August 2010 - Present
Skills
Asset Allocation, Asset Management, Data Analysis, Estate Planning, Finance, Financial Analysis, Financial Planning, Higher Education, Investment Management, Investments, Leadership, Personal Financial..., Portfolio Management, Public Speaking, Retirement Planning, Risk Management, Strategic Financial..., Wealth Management
Education
Texas Tech University 2001 — 2006
PhD, Personal Financial Planning
Texas Tech University August 2005 - Present
Evensky & Katz August 2010 - Present
Skills
Asset Allocation, Asset Management, Data Analysis, Estate Planning, Finance, Financial Analysis, Financial Planning, Higher Education, Investment Management, Investments, Leadership, Personal Financial..., Portfolio Management, Public Speaking, Retirement Planning, Risk Management, Strategic Financial..., Wealth Management
Education
Texas Tech University 2001 — 2006
PhD, Personal Financial Planning
Devonee Kershner, CFP® Devonee Kershner, CFP®'s Evensky & Katz Experience May 2006 - August 2006
Job Financial Planner at Lee Financial Corporation
Industry Financial Services
Experience
Lee Financial Corporation August 2013 - Present
Lee Financial Corporation December 2010 - August 2013
Lee Financial Corporation March 2008 - November 2010
Evensky & Katz May 2006 - August 2006
Skills
Personal Financial..., Certified Financial..., Wealth Management, Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management..., High Net Worth..., Financial Analysis, Financial Planners, Finance
Education
Texas Tech University 2003 — 2007
Bachelor of Science (BS), Personal Financial Planning, 3.7
Lee Financial Corporation August 2013 - Present
Lee Financial Corporation December 2010 - August 2013
Lee Financial Corporation March 2008 - November 2010
Evensky & Katz May 2006 - August 2006
Skills
Personal Financial..., Certified Financial..., Wealth Management, Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management..., High Net Worth..., Financial Analysis, Financial Planners, Finance
Education
Texas Tech University 2003 — 2007
Bachelor of Science (BS), Personal Financial Planning, 3.7
Jacob Sybrowsky Jacob Sybrowsky's Evensky & Katz Experience September 2008 - December 2010
Job Associate Dean at Utah Valley University
Industry Financial Services
Experience
Utah Valley University July 2014 - Present
Utah Valley University January 2010 - Present
Capital Wealth Advisors March 2015 - Present
Evensky & Katz September 2008 - December 2010
Texas Tech University August 2006 - December 2009
Just Pots Inc August 2004 - October 2008
Brigham Young University September 2004 - September 2006
Brigham Young University August 2004 - August 2006
Missionary Training Center November 2001 - January 2005
Brigham Young University June 2004 - September 2004
Skills
Strategic Financial..., Wealth Management, Leadership, Retirement Planning, University Teaching, Personal Finance, Public Speaking, Investments, Higher Education, Time Management, Finance, Financial Planning, Microsoft Excel, Teaching, Estate Planning, University Relations, Financial Advisory, Research, Data Analysis, Program Management, Quantitative Research, Asset Allocation, Curriculum Design, Critical Thinking, Adult Education, Personal Financial..., Nonprofits, Distance Learning, E-Learning, Seminars
Education
Texas Tech University 2006 — 2011
Texas Tech University, Personal Financial Planning Ph.D.
Brigham Young University 2004 — 2007
Masters, Marriage Family & Human Development
Brigham Young University 1997 — 2004
BS, Linguistics
Utah Valley University July 2014 - Present
Utah Valley University January 2010 - Present
Capital Wealth Advisors March 2015 - Present
Evensky & Katz September 2008 - December 2010
Texas Tech University August 2006 - December 2009
Just Pots Inc August 2004 - October 2008
Brigham Young University September 2004 - September 2006
Brigham Young University August 2004 - August 2006
Missionary Training Center November 2001 - January 2005
Brigham Young University June 2004 - September 2004
Skills
Strategic Financial..., Wealth Management, Leadership, Retirement Planning, University Teaching, Personal Finance, Public Speaking, Investments, Higher Education, Time Management, Finance, Financial Planning, Microsoft Excel, Teaching, Estate Planning, University Relations, Financial Advisory, Research, Data Analysis, Program Management, Quantitative Research, Asset Allocation, Curriculum Design, Critical Thinking, Adult Education, Personal Financial..., Nonprofits, Distance Learning, E-Learning, Seminars
Education
Texas Tech University 2006 — 2011
Texas Tech University, Personal Financial Planning Ph.D.
Brigham Young University 2004 — 2007
Masters, Marriage Family & Human Development
Brigham Young University 1997 — 2004
BS, Linguistics
Diana (Burlant) Kahn, CFP® Diana (Burlant) Kahn, CFP®'s Evensky & Katz Experience 1997 - 1997
Job Owner, The Financial Pharmacist, Inc.
Industry Financial Services
Experience
Divorce Mediation Center of South Florida/The Fair Divorce January 2012 - Present
The Financial Pharmacist, Inc. December 1997 - Present
Evensky & Katz 1997 - 1997
Skills
Strategic Financial..., Retirement Planning, Finance, Investments, Investment Advisory, Personal Finance, Mutual Funds, Estate Planning, Asset Allocation, Financial Services, Financial Advisory, Investment Strategies, Financial Markets, Financial Planning, Funding, 401k, Securities, Alternative Investments, Due Diligence, Portfolio Management, Retirement
Education
The George Washington University - School of Business 1980 — 1982
MBA
University of Michigan 1976 — 1980
AB
Divorce Mediation Center of South Florida/The Fair Divorce January 2012 - Present
The Financial Pharmacist, Inc. December 1997 - Present
Evensky & Katz 1997 - 1997
Skills
Strategic Financial..., Retirement Planning, Finance, Investments, Investment Advisory, Personal Finance, Mutual Funds, Estate Planning, Asset Allocation, Financial Services, Financial Advisory, Investment Strategies, Financial Markets, Financial Planning, Funding, 401k, Securities, Alternative Investments, Due Diligence, Portfolio Management, Retirement
Education
The George Washington University - School of Business 1980 — 1982
MBA
University of Michigan 1976 — 1980
AB
Tess Downing, MBA, CFP® Tess Downing, MBA, CFP®'s Evensky & Katz Experience 2005 - 2005
Job Senior Financial Advisor at FJY Financial, LLC, a feeonly financial planning and investment management firm.
Industry Financial Services
Experience
FJY Financial June 2008 - Present
Rawls College of Business at Texas Tech University 2006 - 2008
Evensky & Katz 2005 - 2005
Education
Texas Tech University - Rawls College of Business 2006 — 2008
MBA, Business Administration
Texas Tech University 2002 — 2006
BS, Personal Financial Planning
FJY Financial June 2008 - Present
Rawls College of Business at Texas Tech University 2006 - 2008
Evensky & Katz 2005 - 2005
Education
Texas Tech University - Rawls College of Business 2006 — 2008
MBA, Business Administration
Texas Tech University 2002 — 2006
BS, Personal Financial Planning
Jordan Strebeck Jordan Strebeck's Evensky & Katz Experience June 2008 - July 2009
Job Piedra Resources III
Industry Oil & Energy
Experience
Harvard Business School March 2013 - May 2014
Piedra Resources II 2013 - 2013
Texas Tech University August 2009 - July 2012
Evensky & Katz June 2008 - July 2009
Skills
Marketing, Strategic Planning, Strategy, Team Leadership, Event Planning, Leadership, Public Relations, Microsoft Office, Fundraising, Data Analysis, Public Speaking, Strategic Financial..., Sales, Research, Social Media Marketing, Higher Education, Business Strategy, Management, Financial Modeling
Education
Harvard Business School 2012 — 2014
Master's degree, Business Administration and Management, General
Texas Tech University 2004 — 2008
Bachelor of Science (BS), Agricultural Economics
Harvard Business School March 2013 - May 2014
Piedra Resources II 2013 - 2013
Texas Tech University August 2009 - July 2012
Evensky & Katz June 2008 - July 2009
Skills
Marketing, Strategic Planning, Strategy, Team Leadership, Event Planning, Leadership, Public Relations, Microsoft Office, Fundraising, Data Analysis, Public Speaking, Strategic Financial..., Sales, Research, Social Media Marketing, Higher Education, Business Strategy, Management, Financial Modeling
Education
Harvard Business School 2012 — 2014
Master's degree, Business Administration and Management, General
Texas Tech University 2004 — 2008
Bachelor of Science (BS), Agricultural Economics
Matt Covelli Matt Covelli's Evensky & Katz Experience August 2012 - May 2013
Job Associate at Genovese Burford & Brothers
Industry Financial Services
Experience
Genovese Burford & Brothers June 2013 - Present
Evensky & Katz August 2012 - May 2013
USAA May 2012 - August 2012
Texas Tech University Law School February 2010 - May 2012
Education
Texas Tech University 2012 — 2013
Master's of Science, Personal Financial Planning
Texas Tech University 2008 — 2012
Bachelor's degree, Personal Financial Planning
Genovese Burford & Brothers June 2013 - Present
Evensky & Katz August 2012 - May 2013
USAA May 2012 - August 2012
Texas Tech University Law School February 2010 - May 2012
Education
Texas Tech University 2012 — 2013
Master's of Science, Personal Financial Planning
Texas Tech University 2008 — 2012
Bachelor's degree, Personal Financial Planning
Michael J. Anderson, JD, CFP ® Michael J. Anderson, JD, CFP ®'s Evensky & Katz Experience 2003 - 2007
Job Wealth Manager at True North Advisors
Industry Financial Services
Experience
True North Advisors 2009 - Present
Tolleson Wealth Management 2007 - 2008
Evensky & Katz 2003 - 2007
Texas Army National Guard 2000 - 2002
U.S. Army 1996 - 2000
Education
Texas Tech University 2001 — 2003
Master of Science, Personal Financial Planning
Texas Tech University School of Law 2000 — 2003
Doctor of Jurisprudence, Law
Seattle University 1992 — 1996
Bachelor of Arts, Criminal Justice
Cascade High School 1988 — 1992
Diploma
True North Advisors 2009 - Present
Tolleson Wealth Management 2007 - 2008
Evensky & Katz 2003 - 2007
Texas Army National Guard 2000 - 2002
U.S. Army 1996 - 2000
Education
Texas Tech University 2001 — 2003
Master of Science, Personal Financial Planning
Texas Tech University School of Law 2000 — 2003
Doctor of Jurisprudence, Law
Seattle University 1992 — 1996
Bachelor of Arts, Criminal Justice
Cascade High School 1988 — 1992
Diploma
Frank Cuzzocrea Frank Cuzzocrea's Evensky & Katz Experience May 2003 - February 2007
Job Personal Vacation Planner
Industry Hospitality
Experience
Carnival Cruise Lines June 2013 - Present
AutoNation March 2011 - April 2013
New York Life Insurance Company September 2009 - November 2010
Enterprise Rent-A-Car March 2007 - August 2009
Evensky & Katz May 2003 - February 2007
Skills
Insurance, Sales, Life Insurance, Employee Benefits, Nonprofits, Fixed Annuities, Long-term Care, Strategic Planning, Marketing, Team Building, Public Relations, Social Media
Education
University of Miami 1997 — 2001
BBA, Political Science & Computer Information Systems
University of Miami 1997 — 2001
BBA, Political Science
Carnival Cruise Lines June 2013 - Present
AutoNation March 2011 - April 2013
New York Life Insurance Company September 2009 - November 2010
Enterprise Rent-A-Car March 2007 - August 2009
Evensky & Katz May 2003 - February 2007
Skills
Insurance, Sales, Life Insurance, Employee Benefits, Nonprofits, Fixed Annuities, Long-term Care, Strategic Planning, Marketing, Team Building, Public Relations, Social Media
Education
University of Miami 1997 — 2001
BBA, Political Science & Computer Information Systems
University of Miami 1997 — 2001
BBA, Political Science
Steve Foldes CFP, JD, CMFC's Evensky & Katz Experience 1991 - 1996
Job Vice Chairman at Evensky & Katz / Foldes Financial Wealth Management
Industry Financial Services
Experience
Evensky & Katz / Foldes Financial Wealth Management August 2014 - Present
Foldes Financial Management 1996 - 2014
Evensky & Katz 1991 - 1996
Footwear Consultant and Manufacturer 1986 - 1991
Fun Footwear 1978 - 1986
IMG 1976 - 1977
Harrisburg, PA Public Defender's Office 1974 - 1976
Skills
Asset Management, Leadership Development, New Business Development, Investments, Wealth Management, Strategic Planning, Contract Negotiation, Investment Advisory, Marketing Strategy, Asset Allocation, Coaching, Asset Managment, Public Speaking, Nonprofits
Education
Tulane University Law School 1971 — 1974
Doctor of Law (JD)
Tufts University 1966 — 1970
Evensky & Katz / Foldes Financial Wealth Management August 2014 - Present
Foldes Financial Management 1996 - 2014
Evensky & Katz 1991 - 1996
Footwear Consultant and Manufacturer 1986 - 1991
Fun Footwear 1978 - 1986
IMG 1976 - 1977
Harrisburg, PA Public Defender's Office 1974 - 1976
Skills
Asset Management, Leadership Development, New Business Development, Investments, Wealth Management, Strategic Planning, Contract Negotiation, Investment Advisory, Marketing Strategy, Asset Allocation, Coaching, Asset Managment, Public Speaking, Nonprofits
Education
Tulane University Law School 1971 — 1974
Doctor of Law (JD)
Tufts University 1966 — 1970
Dave Moran Dave Moran's Evensky & Katz Experience 2003 - 2006
Job Experienced Advisors Recruiting, LLC
Industry Financial Services
Experience
Experienced Advisors Recruiting July 2010 - Present
The Financial Planning Association 2003 - 2010
The RTA Group, LLC January 1999 - May 2009
Bank United 2008 - 2009
Evensky & Katz 2003 - 2006
Skills
Finance, Investment Advisory, Wealth Management..., Strategic Financial..., Financial Advisory, Personal Finance, New Business Development, Small Business, Investments, Leadership, Investment Management, 401k, CRM, Employee Benefits, Retirement Planning, High Net Worth..., Series 7, Financial Services, Wealth Management, Retirement, Mutual Funds, Pensions, Wealth, Estate Planning, Asset Management, Fixed Annuities, Financial Planners, Recruiting
Education
University of Massachusetts Dartmouth 1980 — 1984
Experienced Advisors Recruiting July 2010 - Present
The Financial Planning Association 2003 - 2010
The RTA Group, LLC January 1999 - May 2009
Bank United 2008 - 2009
Evensky & Katz 2003 - 2006
Skills
Finance, Investment Advisory, Wealth Management..., Strategic Financial..., Financial Advisory, Personal Finance, New Business Development, Small Business, Investments, Leadership, Investment Management, 401k, CRM, Employee Benefits, Retirement Planning, High Net Worth..., Series 7, Financial Services, Wealth Management, Retirement, Mutual Funds, Pensions, Wealth, Estate Planning, Asset Management, Fixed Annuities, Financial Planners, Recruiting
Education
University of Massachusetts Dartmouth 1980 — 1984
Deena Katz's Evensky & Katz Experience April 1988 - Present
Job Associate Professor at Texas Tech University
Industry Financial Services
Experience
Evensky & Katz/Foldes FInancial June 2014 - Present
Texas Tech University November 2005 - Present
DKHE, Inc January 1995 - Present
Evensky & Katz April 1988 - Present
Financial Planning Association 1986 - Present
Schwab Institutional 1992 - 2010
FPA 2007 - 2009
Evensky & Katz April 1988 - January 2005
Katz Realty and Investment Corporation January 1975 - May 1988
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Investment Advisory, Investments, Retirement, Financial Planners, Asset Allocation, Financial Advisory, Investment Management, Asset Managment, Portfolio Management, Investment Strategies, Personal Finance, Mutual Funds, 401k, Wealth, Public Speaking, Series 7, Securities, Financial Services, Insurance, Personal Financial..., Employee Benefits, IRAs, ETFs, Hedge Funds, Options, Long-term Care, Equities, Finance, Financial Analysis, Coaching, Life Insurance, Asset Management, Money, Alternative Investments, Fixed Annuities, Series 63, Risk Management, Wealth Management..., Pensions, Financial Planning
Education
Adrian College 2001 — 2001
LHD, Liberal Arts and Sciences, General Studies and Humanities
Adrian College 1971 — 1974
BA, English, Education
Evensky & Katz/Foldes FInancial June 2014 - Present
Texas Tech University November 2005 - Present
DKHE, Inc January 1995 - Present
Evensky & Katz April 1988 - Present
Financial Planning Association 1986 - Present
Schwab Institutional 1992 - 2010
FPA 2007 - 2009
Evensky & Katz April 1988 - January 2005
Katz Realty and Investment Corporation January 1975 - May 1988
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Investment Advisory, Investments, Retirement, Financial Planners, Asset Allocation, Financial Advisory, Investment Management, Asset Managment, Portfolio Management, Investment Strategies, Personal Finance, Mutual Funds, 401k, Wealth, Public Speaking, Series 7, Securities, Financial Services, Insurance, Personal Financial..., Employee Benefits, IRAs, ETFs, Hedge Funds, Options, Long-term Care, Equities, Finance, Financial Analysis, Coaching, Life Insurance, Asset Management, Money, Alternative Investments, Fixed Annuities, Series 63, Risk Management, Wealth Management..., Pensions, Financial Planning
Education
Adrian College 2001 — 2001
LHD, Liberal Arts and Sciences, General Studies and Humanities
Adrian College 1971 — 1974
BA, English, Education
Michelle Grillone's Evensky & Katz Experience June 2000 - November 2001
Job Compliance & Operations Professional | FINRA Licensed | Director of Operations at Singer Xenos
Industry Financial Services
Experience
Singer Xenos November 2001 - Present
Evensky & Katz June 2000 - November 2001
Skills
Asset Management, Strategic Planning, Public Speaking, Event Planning, Customer Service, Marketing, Portfolio Management, Mutual Funds, Management, Sales, Business Strategy, Training, Forecasting, Financial Analysis, Budgets, Investments, Wealth Management, Marketing Strategy, Microsoft Office, New Business Development, Event Management, FINRA Regulations, Broker-Dealer, RIAs, Branch Operations, Compliance Programs, Staff Training, AML Audits, Industry Best Practices, Back Office Operations, CIP Procedures, Financial Trades, Private Wealth..., Risk Analysis, Policy & Procedure..., Investor Relations, SEC Regulations, Reporting & Analysis
Education
University of Miami - School of Business 1996 — 2000
Bachelor of Science Degree in Business Administration
Gulliver Prep 1992 — 1996
Singer Xenos November 2001 - Present
Evensky & Katz June 2000 - November 2001
Skills
Asset Management, Strategic Planning, Public Speaking, Event Planning, Customer Service, Marketing, Portfolio Management, Mutual Funds, Management, Sales, Business Strategy, Training, Forecasting, Financial Analysis, Budgets, Investments, Wealth Management, Marketing Strategy, Microsoft Office, New Business Development, Event Management, FINRA Regulations, Broker-Dealer, RIAs, Branch Operations, Compliance Programs, Staff Training, AML Audits, Industry Best Practices, Back Office Operations, CIP Procedures, Financial Trades, Private Wealth..., Risk Analysis, Policy & Procedure..., Investor Relations, SEC Regulations, Reporting & Analysis
Education
University of Miami - School of Business 1996 — 2000
Bachelor of Science Degree in Business Administration
Gulliver Prep 1992 — 1996
Chynna Van Dyke's Evensky & Katz Experience 2006 - 2006
Job Marketing Team Lead, Buildings, Northeast Region at Stantec
Industry Architecture & Planning
Experience
Stantec June 2015 - Present
The RBA Group June 2014 - June 2015
AECOM February 2013 - June 2014
GlobeCast January 2012 - February 2013
AECOM January 2010 - February 2012
AECOM January 2007 - December 2009
Evensky & Katz 2006 - 2006
Roc Media 2005 - 2005
Miami Heat May 2003 - August 2003
Skills
Public Relations, Event Planning, Market Research, Social Media, Competitive Analysis, Business Development, Strategic Planning, Graphic Design, Marketing Strategy, Website Development, Proposal Writing, Salesforce.com, Management, Budgets, Marketing Communications, Marketing, Integrated Marketing, Social Media Marketing, SEO, Copywriting
Education
University of Miami 2000 — 2004
B.S. Communication, Public Relations, Spanish
Stantec June 2015 - Present
The RBA Group June 2014 - June 2015
AECOM February 2013 - June 2014
GlobeCast January 2012 - February 2013
AECOM January 2010 - February 2012
AECOM January 2007 - December 2009
Evensky & Katz 2006 - 2006
Roc Media 2005 - 2005
Miami Heat May 2003 - August 2003
Skills
Public Relations, Event Planning, Market Research, Social Media, Competitive Analysis, Business Development, Strategic Planning, Graphic Design, Marketing Strategy, Website Development, Proposal Writing, Salesforce.com, Management, Budgets, Marketing Communications, Marketing, Integrated Marketing, Social Media Marketing, SEO, Copywriting
Education
University of Miami 2000 — 2004
B.S. Communication, Public Relations, Spanish
Amanda Lott's Evensky & Katz Experience May 2008 - December 2008
Job Partner and Wealth Advisor at RegentAtlantic Capital, LLC
Industry Financial Services
Experience
RegentAtlantic Capital, LLC January 2009 - Present
Evensky & Katz May 2008 - December 2008
Stratford Consulting, LLC May 2007 - August 2007
Education
Fairleigh Dickinson University 2012 — 2014
Master of Science, Taxation
Texas Tech University 2005 — 2008
Bachelor of Science, Personal Financial Planning
RegentAtlantic Capital, LLC January 2009 - Present
Evensky & Katz May 2008 - December 2008
Stratford Consulting, LLC May 2007 - August 2007
Education
Fairleigh Dickinson University 2012 — 2014
Master of Science, Taxation
Texas Tech University 2005 — 2008
Bachelor of Science, Personal Financial Planning