Advisory Research, Inc., a diversified investment firm with $8.7 billion in assets under management, announced the hiring of Stephen Evans as a private client investment advisor for the firm.
Advisory Research has a long history in managing assets for private individuals and families. Evans’ addition demonstrates its commitment to enhancing current capabilities and expanding offerings to this important market segment.
Chris Crawshaw, Advisory Research’s president and chief executive officer said, “We continue to seek opportunities to expand our business by hiring top-tier investment talent in relevant areas for our clients. Stephen is a highly experienced advisor and investment manager who will complement our current investment teams with his expertise in global portfolio construction, risk management and private client services. His knowledge and experience will be instrumental as Advisory Research expands its services to private clients looking for specialized strategies to meet their investment goals.”
Evans has 30 years of investment experience and prior to joining Advisory Research, was most recently at U.S. Trust, Bank of America Private Wealth Management, where he was a senior portfolio manager, employing a quantitative approach to evaluating global equity securities for client portfolios. Before joining U.S. Trust, Evans was a portfolio manager with Merrill Lynch for five years, specializing in trust portfolio management and privately managed accounts. During his tenure in the financial services industry, he has held positions as a financial advisor with Paine Webber and as a mortgage banker with Arlington Capital Mortgage.
Evans graduated from Hampden-Sydney College and earned a master’s degree in English from McNeese State University. He has also completed graduate coursework in finance and economics at Princeton University and earned a Master of Business Administration degree with distinction from Rider University. He is a Chartered Financial Analyst® and a member of the CFA Institute and the New York Society of Security Analysts (NYSSA).
About Advisory Research, Inc.
Advisory Research, Inc., founded in 1974 and headquartered in Chicago for over 40 years, is an $8.7 billion asset management firm offering high-quality U.S., international, MLP and alternative investments to a wide range of institutional and individual clients. To learn more about Advisory Research, please visit the company’s website at advisoryresearch.com.
Piper Jaffray Companies (NYSE: PJC) is a leading investment bank and asset management firm. Securities brokerage and investment banking services are offered in the U.S. through Piper Jaffray & Co., member SIPC and FINRA; in Europe through Piper Jaffray Ltd. and Simmons & Company International Limited, authorized and regulated by the U.K. Financial Conduct Authority; and in Hong Kong through Piper Jaffray Hong Kong Limited, authorized and regulated by the Securities and Futures Commission. Asset management products and services are offered through five separate investment advisory affiliates―U.S. Securities and Exchange Commission (SEC) registered Advisory Research, Inc.; Piper Jaffray Investment Management LLC, PJC Capital Partners LLC and Piper Jaffray & Co.; and Guernsey-based Parallel General Partners Limited, authorized and regulated by the Guernsey Financial Services Commission.
For additional information, please contact John Gallop at 312 233-8998 or jgallop@advisoryresearch.com.
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Contacts:
John Gallop, 312-233-8998
jgallop@advisoryresearch.com
