Evan Byers

Evan Byers, CFA, CFP®, CAIA

Senior Wealth Advisor, Institutional Investment Strategist, Shareholder

Education

BA, University of Kentucky
MBA, Xavier University

Certification(s)

CAIA, CFA, CFP®, MBA

Specializations

Office Location

Atlanta (HQ)

Evan Byers serves as a Senior Wealth Advisor, Institutional Investment Strategist, and Shareholder within HB Wealth’s Family Office division. He brings more than 16 years of comprehensive wealth management experience, advising institutions, nonprofit organizations, high-net-worth individuals, multi-generational family offices, corporate executives, and entrepreneurs.

Prior to joining HB Wealth, Evan served as an Investment Strategist at SunTrust Bank, where he managed investment portfolios for ultra-high-net-worth individuals and institutional clients. Earlier in his career, he was an Investment Associate at GenSpring Family Offices, SunTrust’s multi-family office subsidiary, providing independent advice and comprehensive wealth planning services to ultra-high-net-worth families.

Evan earned a bachelor’s degree in Finance and Marketing from the University of Kentucky and a master’s degree from Xavier University. He holds the Chartered Financial Analyst® (CFA®) designation, the Chartered Alternative Investment Analyst (CAIA®) designation, and is a CERTIFIED FINANCIAL PLANNER® professional.

An active member of the community, Evan has previously served on the Board of Trustees for the CFA Society of Atlanta, Inherit Georgia, and the Community Advisory Board for Children’s Healthcare of Atlanta. He resides in Atlanta’s Buckhead neighborhood with his wife, Paige, and their children, Baer and Langley.

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