George Evans II
Investment Analyst
Education:
- MBA, West Chester University, West Chester, PA
- BA, West Chester University, West Chester, PA
In Financial Services since: 1997
With Marshall since: 2006
Past and present affiliations:
- Financial Planning Association
Get to know:
“I’m not in the rate-of-return business. I’m in the business of building net worth,” says George, Investment Analyst for Marshall Financial Group. He performs mutual fund due diligence, “looking under the hood at the details of various investments,” and constantly monitors client funds to ensure they are performing to expectation given market conditions.
George is also exceptionally talented at distilling data into simple concepts and strategies so that clients can understand exactly what is going on with their money. George holds an MBA in Finance, and worked for Liberty Ridge Capital and United Asset Management before joining Marshall Financial Group.
Certified Financial Planners ™
Executives in Transition
Chief Financial Officer
Support Team
With Marshall since: 1992
With Marshall since: 2000
With Marshall since: 2001
With Marshall since: 2007
With Marshall since: 2004
With Marshall since: 1995
With Marshall since: 2014
Executive Team
Chief Financial Officer