Matthew L. Evans, CFA
Mr. Evans is a member of Pinnacle’s distribution, origination and deal-management teams.
Prior to joining Pinnacle Trust Partners, LLC, Mr. Evans was a Vice President at Bright Harbor Advisors, a boutique private equity advisory firm based in New York City, with responsibilities across distribution, origination and project management focusing on fundraising for venture capital, private equity, debt and real asset strategies globally.
Previously, Mr. Evans was a Senior Product Specialist at Bank of America Merrill Lynch in the Alternative Investments group. He was responsible for driving sales and supporting a platform suite of 100+ private equity, hedge, managed future and real estate funds distributed through the Global Wealth Management division.
Mr. Evans received a dual B.S. in Finance and Management from Fairfield University’s Charles F. Dolan School of Business. He holds the Chartered Financial Analyst (CFA) designation and is a member of the New York Society of Security Analysts (NYSSA). He actively participates in the NYSSA’s Global Investing and Alternative Investment Committees.Team