Speaker Details

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Harold Evensky


Evensky & Katz


Harold Evensky is chairman of Evensky & Katz/Foldes Financial Wealth Management. Prior to forming his own company, he served as a vice president of investments with several major investment banking firms. Mr. Evensky is a member of the Financial Planning Association, the Academy of Financial Services, the CFA Institute, and is an associate member of the American Bar Association. He is a contributing writer for Financial Advisor, the Asian Financial Planning Journal, and is a research columnist and member of the Editorial Review Board of the Journal of Financial Planning. Mr. Evensky has been recognized by Worth magazine as one of the top 100 Wealth Managers; by Investment Advisor as one of the "25 most influential people in the financial planning industry;" and by Financial Planning as one of five "Movers, Shakers and Decision Makers, The Most Influential People in the Financial Planning Profession." Investment News named him one of the "25 Power Elite" in the financial services industry and Accounting Today has regularly listed him as one of the profession's most influential people and he is the recipient of the Skip Viragh award. Mr. Evensky is an internationally recognized speaker on investment and financial planning issues, and has written for and is quoted frequently by the national press. He is a graduate adjunct faculty member of the financial planning program at Texas Tech, and the author of Wealth Management and the co-editor of The Investment Think Tank, Theory, Strategy, and Practice for Advisors and Retirement Income Redesigned- A Master Plan for Distribution.