Evan Most
Vice President, Head of Client Reporting & Analysis
Evan joined Summit Trail Advisors in 2023 and works out of the New York office. Evan began his career in 2007 with Investors Bank & Trust in Boston. He continued his career working with State Street and Morgan Stanley specializing in customized performance reporting solutions for institutional clients. Prior to Summit Trail, Evan was the Head of Performance Reporting & Analytics Team at First Republic Private Wealth Management leading a team to implement the firm reporting system – Addepar. Evan currently lives in North Caldwell, NJ with his wife, their three children and two dogs.
Education:
Evan holds a B.S. in Business Administration from the State University of New York at Buffalo and an MBA in Entrepreneurship and Statistics from CUNY Baruch Zicklin School of Business