Industry veteran to lead ongoing development of personalized wealth advisory experiences
CWB Wealth Management has named Matt Evans, CFA, as its new president and chief executive officer.
The appointment of Evans, which took effect on January 15, comes after the previous leader of the wealth business, David Schaffner, announced his retirement in early December.
Evans joined CWB’s wealth management team in July 2010 — when it was still known as Adroit Investment Management — as an experienced private wealth advisor. Since then, he’s held progressive leadership roles within the broader CWB Financial Group, with mandates that covered corporate strategy, mergers and acquisitions, and investor relations. Most recently, he served as CWB’s vice president of Strategy and Corporate Development.
“Matt brings extensive experience in corporate strategic planning and execution, excellent leadership capabilities, and a strong network in private wealth, investment management and capital markets. He is also a strong ambassador for CWB's client-centric culture and growth mindset,” said Stephen Murphy, executive vice president, Banking of CWB.
“We're very excited for him to lead the ongoing development of wealth advisory experiences that add value at every stage of a business owner's journey,” Murphy said.
“CWB's experienced private wealth advisors and asset management teams have been trusted partners to their valued clients for more than two decades,” Evans said. “Going forward, I am confident that we have the potential to become a recognized leader in personalized wealth advisory services, with a particular focus on the unique financial planning and advisory needs of successful entrepreneurs and business owners.”
