Vista Q&A with Evan Rothschild
What drew you to wealth management?
I had worked on the investment side for the bulk of my career, including institutional funds as large as $9 Billion, but I never knew any of our clients. I realized I found it much more satisfying to advise people, learn about their concerns and help them accomplish their goals.
What do you enjoy most about Vista?
It’s fun being part of a growing organization that shares my values about putting client needs first.
What do you feel is the biggest value Vista brings to its clients?
Vista’s team has deep tax, planning and investment expertise. Combined with a high level of service, Vista represents everything your personal CFO should provide.
Which quality makes you best suited to provide wealth management services?
I have all the qualifications including 23 years of experience and both a CFA charter and CFP®. But what is most important is my ability to listen to clients first, and only then offering solutions to help reach their goals.
What professional accomplishments are you most proud of?
Passing all three levels of the CFA in 3 straight years and completing the CFP® in 2 months.
What do you love to do outside of work?
I enjoy golfing and exercising. I also am a huge UVA fan and have organized some events for the SF alumni club.
What's the most influential book you've read and why?
Nassim Nicholas Taleb’s “Fooled by Randomness”. It has allowed me to see hidden unnecessary risks and avoid them.
Evan has over two decades of experience in the Capital Markets and uses that knowledge to advise high net worth clients on how to achieve their goals.
As both a CFA charter and CFP®, Evan is knowledgeable in the areas of stock plan compensation, investments, estate planning and personal risk management. Capital Markets knowledge and Private Equity and Credit are areas of expertise.
Prior to joining Vista, Evan was a Financial Advisor at Morgan Stanley. Previously he was a Founder and Portfolio Manager for Morris Rothschild Capital. Earlier career experience includes time as a Senior Equity Analyst for The Boston Company and Delaware Investments, an Equity Analyst at Berger Funds and an Assistant Analyst at JC Bradford.
Evan is a graduate of the University of Virginia with a BS in Commerce (Finance Concentration) from the McIntire School of Commerce.BACK TO TEAM