PERSON: Russell Evans

Avitas Wealth Management

Managing Principal

Russell is the managing principal of Avitas Wealth Management, LLC and also manages the firm’s equity strategies. Russell has experience creating sophisticated hedging strategies for the firm’s clients. Russell is a CIMA designated adviser and has an economics degree from Chapman University. He received his MBA from the University of Colorado and lives with his wife and daughters in Pacific Palisades, CA.

Russell began his wealth management career at Merrill Lynch in downtown Los Angeles in 1992 where he advised fiduciaries, plan sponsors and high net worth clients. In 2009 Russell and the team joined UBS Financial in Century City. In 2017 the team resigned from UBS and formed their own independent advisory firm. (Avitas Wealth Management, LLC)

The Avitas Wealth Management Group has been together since 1998, and was founded as an SEC Registered RIA in 2017. In addition to portfolio management, team members specialize in other critical areas of wealth management, including fixed income portfolio management, Total Wealth Organization, financial planning, retirement income planning and secured lending.

By working together, the team at Avitas strives to take the emotion out of investing and develop a strategy to address your short-term needs and pave the way for your long-term goals. Count on us to be responsive and disciplined in good times, proactive and protective in uncertain times, and readily accessible at all times.

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