Evan LeRoy is Portfolio Manager at Retirement Income Solutions. Evan is one of nine advisors that provides financial planning and retirement analysis for over 1,200 clients representing $1.7 billion under management.
Evan joined the firm in 2018. He is an investment management professional with over a decade of experience helping to protect and grow financial assets. Armed with his extensive investment knowledge and tenancity to learn, Evan prides himself as his clients’ trusted advisor. He enjoys implementing comprehensive investment solutions that bring to life the firm’s methodology and resources.
Evan earned his BA and his MBA from the University of Michigan, and is a Level II CFA® candidate. He serves on the Kiwanis Club of Ann Arbor Board of Directors, the Legacy Land Conservancy Investment Committee and the BSA Huron Trails District Committee.
Evan shares Henry Ford’s collaborative spirit when Ford said “Coming together is a beginning. Keeping together is progress. Working together is success.”
Board Member, Kiwanis Club of Ann Arbor (2016–present)
Investment Committee Member, Legacy Land Conservancy (2016–present)
Vice Chairman, BSA Huron Trails District (2016–present)
MBA, University of Michigan Ross Business School
BA, Psychology, University of Michigan
Assistant Vice President, Bank of Ann Arbor, (2015–2018)
Portfolio Manager, United Bank & Trust (2012–2015)
Certified Preferred Banker, Fifth Third Bank (2009–2011)
Financial Advisor, Morgan Stanley (2008–2009)
Associate Financial Advisor, Ameriprise Financial Services (2006–2008)