Evan LeRoy

Portfolio Manager

Evan LeRoy is a Portfolio Manager at Retirement Income Solutions where he and other advisors manage the firm’s $2B assets under management and help 1,200 families prepare for and financially manage through retirement. He enjoys using the firm’s comprehensive methodology and resources to build portfolios that meet clients’ goals, and he channels the collaborative spirit of Henry Ford, who said, “Coming together is a beginning. Keeping together is progress. Working together is success.”

Outside of work, Evan stays busy with his three children and can often be found cheering at t-ball or soccer games, serving as a Den Leader for the Scouts, and taking his family on hikes around beautiful southeast Michigan. He loves visiting Hudson Mills Metropark, just north of Dexter, as part of a favorite family ritual: he and his family bike through the park on their way to the Dexter Bakery, where they enjoy doughnuts before continuing the ride.

Education

University of Michigan Ross Business School

MBA

University of Michigan

BA, Psychology

Community Involvement

Kiwanis Club of Ann Arbor

Board Member (2016–present)

Legacy Land Conservancy

Investment Committee Member (2016–present)

BSA Huron Trails District

Vice Chairman (2016–present)

Experience

2015–2018

Assistant Vice President

Bank of Ann Arbor

2012–2015

Portfolio Manager

United Bank & Trust

2009–2011

Certified Preferred Banker

Fifth Third Bank

2008–2009

Financial Advisor

Morgan Stanley

2006–2008

Associate Financial Advisor

Ameriprise Financial Services

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