Senior Financial Advisor, Institutional Client Group @ Greenspring Wealth Management
Evan Melcher is a Senior Consultant with FiduciaryVest, a boutique investment consulting firm focused exclusively on helping fiduciaries build and maintain top-notch investment programs. Together with his colleagues, Evan helps serve the needs of fiduciaries charged with oversight responsibilities for the retirement plans and investment pools of some of the nation’s most distinguished corporations, hospitals, non-profits, foundations
Evan Melcher is a Senior Consultant with FiduciaryVest, a boutique investment consulting firm focused exclusively on helping fiduciaries build and maintain top-notch investment programs. Together with his colleagues, Evan helps serve the needs of fiduciaries charged with oversight responsibilities for the retirement plans and investment pools of some of the nation’s most distinguished corporations, hospitals, non-profits, foundations and endowments.
Evan specializes in developing and managing retirement plan solutions for institutional clients by providing independent advice on fiduciary oversight, investment policy development and monitoring, fee benchmarking and negotiation, and investment advice to plan sponsors. He is a regular speaker at conferences and conventions, and has written articles related to fiduciary responsibility, fee disclosure, best practices for plan committees and sponsors, and other defined contribution topics.
Evan earned his Certified Investment Management Analyst (CIMA®) designation at the Wharton School of Business and also holds his Accredited Retirement Plan Consultant (ARPC®) designation. He is also an Accredited Investment Fiduciary (AIF®). Evan holds his Bachelors degree in Business Administration from Furman University and his MBA in Finance from Rollins College. Evan served as a member of the investment committees at both Greenspring and SunTrust.
Evan currently serves on the Board of Directors for the ASPPA Benefits Council of Atlanta.
Specialties: Independent retirement plan consulting, fiduciary responsibility, 401k plans, employee benefits, wealth management, investments, fee benchmarking
Senior Consultant @ Senior Consultant helping fiduciaries build and maintain leading retirement programs. Partner with clients by providing independent investment advice, fiduciary oversight, and fee guidance / negotiation. From January 2015 to Present (10 months) Greater Atlanta AreaSenior Financial Advisor, Institutional Client Group @ Institutional Retirement Plan Consultant responsible for providing fiduciary consulting services to plan sponsors and corporate retirement plans. Member of Greenspring's Investment Committee. From May 2012 to January 2015 (2 years 9 months) Greater Atlanta AreaInvestment Officer - Employee Benefits Strategist @ Institutional Investment Officer responsible for many of the largest Employee Benefit relationships at SunTrust. Expertise in 401(k), pension and other retirement plan structures. Assist plan sponsors with the construction of investment line-ups and develop and implement asset allocation strategies for institutional clients.
Work with Plan Sponsors and Investment Committees to develop and monitor Investment Policy Statements. Conduct fund manager due diligence and assist in manager selection and monitoring. Assist banking partners in delivering retirement plan solutions to their clients. From January 2001 to May 2012 (11 years 5 months) Greater Atlanta AreaMBA Intern @ Chicago, Illinois - One of three MBA Interns selected from a nationwide pool of candidates to work with the Institutional Investment Management division (Northern Trust Global Investments) From May 2000 to September 2000 (5 months) Registered Representative @ Assisted clients in the development and implementation of personal financial plans From March 1998 to January 1999 (11 months)
MBA, Finance @ Rollins College - Crummer Graduate School of Business From 1999 to 2001 BBA, Business Administration @ Furman University From 1994 to 1999 Evan Melcher is skilled in: Retirement Plan..., Asset Allocation, Investments, 401k, Employee Benefits, Retirement, Investment Advisory, ERISA, CIMA, Foundations, Banking, Wealth Management, Endowments, Fee Analysis, Negotiating Fees, Fee, AIF