Broker Check
Paul Evans, CFA

Paul Evans, CFA

Paul has over 40 years of investment management experience. He began his career with S.G. Warburg & Company in London in 1982. In 1993, Paul founded Paladin Capital Management to provide investment advice to high-net-worth individuals and their families. Paladin Capital Management merged with Capital Trust Advisors in 2023. Prior to his career in investment management, Paul worked in corporate strategy for McKinsey & Company.

Paul received a BA in chemistry with honors from Oxford University, after which he earned a B Sc. and a M Sc. in chemistry, also at Oxford. After his studies in chemistry, Paul became an Associate of the Institute of Chartered Accountants of England & Wales; he was named a Fellow in 1979. Paul received an MBA from the Graduate School of Business at Stanford University. Paul holds the Chartered Financial Analyst (CFA) designation.

Paul lives in San Francisco with his wife Jane. They are accomplished fly fishermen having fished on six continents. Paul is a former President of The Standing Committee of the Diocese of California.

The CFA® designation is the highest distinction in the investment management profession. The Chartered Financial Analyst® (CFA) credential is held by 147,000 professionals worldwide. The charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills. The CFA Program is a graduate-level program divided into three levels of six-hour exams. In addition to successful completion on of the examinations, four years of professional work experience in the investment decision-making process and at least two investment professional references are necessary before receiving the Charter. Charterholders must submit ethics verifications annually.