Evan Most

Vice President, Head Of Client Reporting & Analysis at Summit Trail Advisors

Evan Most has extensive experience in performance reporting and analysis. Evan is currently working at Summit Trail Advisors as the Vice President and Head of Client Reporting & Analysis. Before that, they worked at First Republic Private Wealth Management in various roles, including Vice President of the Performance Reporting Team and Director of Performance Analytics. Prior to that, Evan worked at Morgan Stanley Wealth Management as an Institutional Performance Reporting Operations Specialist and an Investment Performance Analyst. Evan also has experience at State Street as a Senior Performance Analyst and Mutual Fund Accountant II. Throughout their career, Evan has demonstrated proficiency in overseeing performance systems, training staff, and providing customized reporting to clients.

Evan Most obtained a Bachelor of Science degree in Business/Marketing from the University at Buffalo, which they attended from 2001 to 2005. Evan later pursued higher education and completed an MBA in Statistics and Entrepreneurship at Baruch College from 2008 to 2010. In addition to their formal education, Evan Most became a 2016 Expert CIPM Candidate. Prior to their university studies, they attended Lakeland High School from 1997 to 2001.

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Timeline

  • Vice President, Head Of Client Reporting & Analysis

    July, 2023 - present

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