Operations Manager
Kenneth Evans is operations manager of Moss Adams Wealth Advisors. He spent several years as a management consultant and researcher with Moss Adams LLP focusing on business management and transition issues faced by financial advisory firms, investment managers, broker-dealers, banks, and CPA firms.
In 2008, Ken joined Moss Adams Wealth Advisors, the wealth management division of Moss Adams LLP to lead the firm’s centralized operational functions. He is responsible for setting departmental strategies, contributing to the firm’s overall strategic planning process, financial analysis and forecasting, strategic vendor relationships, and leading the operational aspects of merger and acquisition activities.
PROFESSIONAL ACCOMPLISHMENTS AND SPEAKING EXPERIENCES
- Project manager and/or lead analyst on several marquee industry research studies – including the annual Moss Adams adviser studies and FSI broker-dealer compensation and financial performance studies – along with research efforts conducted with the Financial Planning Association, American Institute of CPAs, NAPFA, Pershing, Charles Schwab Institutional, Fidelity Institutional Wealth Services, and others.
- Speaking engagements for organizations such as Fidelity Institutional Wealth Services, Genworth Financial, the Financial Services Institute, the Financial Planning Association, and the American Institute of CPAs.
- Quoted in industry publications such as Financial Advisor, Wealth Manager, and Morningstar Advisor.
PROFESSIONAL AFFILIATIONS AND CERTIFICATIONS
- FINRA/NASAA, Series 7 and 66 licensed
EDUCATION
- Bachelor of Arts, Finance, Accounting, and Decision Science, Washington State University, magna cum laude