Evensky & Katz / Foldes Wealth Management is a registered investment advisory firm that provides comprehensive wealth management, financial planning, and investment advisory services to individuals, families, and institutions. Pulse 2.0 interviewed Evensky & Katz / Foldes Wealth Management Principal and Chief Revenue Officer David Evensky to gain a deeper understanding of the company.
David Evensky’s Background
Could you tell me more about your background? Evensky said:
“I’m a Principal and the Chief Revenue Officer at Evensky & Katz / Foldes Wealth Management, where I lead business development and firm-wide growth strategy. What drives me is helping people use their wealth to live with purpose, not just plan for retirement. I spend just as much time building our philanthropic partnerships and community initiatives as I do growing the business. For me, it’s all about aligning personal values with financial goals — and making sure both our clients and our team are thriving.”…