Evan has been working in the Salesforce environment for 5 years now, mainly building front-end tools to help users more easily derive value from their data. He enjoys problem-solving for his clients and designing processes and systems that will make their day-to-day easier and more efficient. He lives in Victor, Idaho, just outside of Grand Teton and Yellowstone National Parks, and spends his weekends rock climbing and trail running with his wife and their two Australian Shepherds.

What would you tell someone just starting out in the wealth or asset management industry today?

Don't get overwhelmed by all the acronyms! Google is your friend. And also, more than in almost any other industry, data cleanliness and accuracy, as well as security, are absolutely critical, so always build with that in mind!

What does the phrase “Do Good with Tech” mean to you?

A well-designed system has the power to unlock potential that a human on their own may not see. With the right tools, an advisor and a client can make more well-informed decisions that will benefit everyone in the long term.

Predict the future: What do you think technology will enable wealth and asset management firms to do five years from now that they cannot do today?

I think the obvious answer here is predictive strategy. As with anything, history has a tendency to repeat itself in wealth management. Having technology make assessments based on that history may act as an oracle to future market moves. That being said, the future is always a mystery, so more than looking at long-range strategy, I think tech will supplement short-term action, seeing major changes as (and seemingly before) they are happening.