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Harold Evensky
Harold Evensky (Born September 9, 1942〔Miami Today Advertisement, September 2002〕) is a Certified Financial Planner (CFP), an Accredited Investment Fiduciary (AIF) and president of Evensky & Katz,〔http://www.fpanet.org/member/meetings/online_education/09-14-05.cfm FPANet.Org Biography〕 one of the most prestigious fee-only financial planning firms in the country.〔(Free Preview - WSJ.com )〕 He is also an author, editor, and engineer.〔http://www.investmentadvisor.com/issues/2004_01/cover_story/2664-1.html Investment Advisor Bio〕
== Biography ==
Born Harold Ray Evensky 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,〔 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,〔http://www.depts.ttu.edu/pfp/vita/H_Evensky_07.pdf〕 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 he served as company chairman.〔Katz, Deena: Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers, Page 26〕 The new firm would go through a number of changes, including joining with partner Robert Levitt, parting with Levitt some years later,〔http://www.keepmedia.com/pubs/FinancialPlanning/2003/05/01/540437?extID=10037&oliID=229 Robert Levitt Article〕 facing the retirement of co-founder Brown in the early 2000s,〔Brown, Peter: "Letter to Clients" 2001〕 and relaunching the company as Evensky & Katz on its 20th anniversary in 2004.
抄文引用元・出典: フリー百科事典『 ウィキペディア（Wikipedia）』
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