Eavenson Horter

Eavenson Horter is a senior wealth manager and financial advisor at UBS, where they focus on transaction planning for entrepreneurs and executives with concentrated stock positions. With a strong background including roles at J.P. Morgan and Goldman Sachs, Eavenson has extensive experience advising wealthy individuals and families on strategies for wealth growth, maintenance, and transfer. They previously served as Chief Operating Officer at a luxury hospitality company and as a Portfolio Strategist at PFGBEST, where they provided investment research and media commentary. Eavenson's approach emphasizes collaboration and communication to help clients achieve their legacy.