Harold Evensky
From Wikipedia, the free encyclopedia
Harold Evensky | |
|---|---|
| Born | September 9, 1942 |
| Alma mater | Cornell University |
| Occupations | Businessman, civil engineer, financial planner, writer |
Harold Evensky (born September 9, 1942[1][better source needed]) is an American businessman, civil engineer, financial planner, and writer. He is a Certified Financial Planner (CFP), an Accredited Investment Fiduciary (AIF) and chairman of Evensky & Katz,[2] a financial planning firm.[3][failed verification][4]
Born in Memphis, Tennessee, Evensky moved to New Orleans with his family at age four. After earning a Bachelor of Civil Engineering and a Masters of Science from Cornell University,[4] he worked as an engineer and builder in Louisiana, Ohio, and Florida, before becoming a financial adviser.
After some time as a vice president of investments for Bache & Co. (later acquired by Prudential Financial) and Drexel Burnham Lambert,[5] he and his cousin Peter Brown opened up a private practice in 1986 under the name Evensky & Brown. In 1990, Chicago-based financial adviser Deena Katz merged her practice to form Evensky, Brown & Katz, where she served as company President.[6] The new firm would go through a number of changes, including joining with partner Robert Levitt, parting with Levitt some years later,[7] facing the retirement of co-founder Brown in the early 2000s,[8] and relaunching the company as Evensky & Katz on its 20th anniversary in 2004.
Financial planning
Evensky was dubbed the "Dean of Financial Planning"[9] by Don Phillips, CEO of Morningstar.[10]
Evensky has published books about his "two bucket" cash flow strategy and core and satellite strategy to the profession.[citation needed] He has addressed conferences throughout the United States, Canada, Europe, Australia, Asia, South Africa, and the United Kingdom.[2] He has served as a contributing writer for Financial Advisor Magazine and The Asian Financial Planning Journal,[11] research columnist for the Journal of Financial Planning, and a member of the editorial review board of the Journal of Financial Planning.[2]
Evensky wrote the books Long Term Health Care (1990) and Wealth Management (1996). He has also co-authored The New Wealth Management (2011),[12] a CFA Institute Investment Series text, and Hello Harold, a book for the public.[clarification needed] He has also co-edited two books with his business partner and wife, Deena Katz, titled The Investment Think Tank: Theory, Strategy, and Practice For Advisers (2004)[13] and Retirement Income Redesigned: Master Plans for Distribution (2006)[14] where he also wrote a chapter for each.
Evensky has served on a number of different financial advisory boards, including as chairperson of the TIAA-CREF Institute Advisor Advisory Board, the International CFP Council, the CFP Board of Governors, the CFP Board of Examiners, and the CFP Board of Appeals,[15][16] as well as a member of the national board of the International Association for Financial Planning (IAFP) and the Charles Schwab institutional advisory board and council. Evensky is a member of the Financial Planning Association, the Academy of Financial Services, the CFA Institute, and as an associate member of the American Bar Association and the AICPA. He is also a co-founder of the Alpha Group, an association of senior investment advisors and industry professionals.
