David S. Evensky
Profile
Mr. Evensky is Executive Vice President & Principal at Evensky & Katz, Inc. He joined the firm in August of 2001.
Before joining the firm he was a registered representative at AXA Financial where he specialized in small business financial planning and risk management.
His responsibilities at Evensky & Katz include business development, community outreach, & client liaison.
Mr. Evensky served as campaign chair for the Miami-Dade/Broward chapter of the American Jewish Committee in its 100th centennial year.
He sits on the Mount Sinai Medical Center Founders Executive Board and serves the Greater Miami Jewish Federation as chair of the Professional Advisory Committee's education series.
He sits on the Women's' Funds Donor Council and has been a grantor since 2002, supporting the Thomas Armour Youth Ballet.
He co-chairs the Motivated Youth program with Matt McGrath, Senior Vice President at Evensky & Katz, in partnership with the Coral Gables Community Foundation and University of Miami.
He is also founder and past chair of the Young Professional Network, a youth mobilization organization that has raised thousands of dollars for local charities.
Mr. Evensky served as a member of the Board of the City of Miami Beach and also served as Vice-President of the Miami Chapter of the American Jewish Committee.
Mr. Evensky received the Key to the City of Miami Beach for his philanthropic efforts in 2004.
Among the many positions he has held were also Vice Chair of the Young Presidents' Club, Board Member of the Federation, Board of Crescendo Circle Florida Grand Opera.
Mr. Evensky graduated from the University of Maryland with a B.B.A.
In 1991.
Former positions of David S. Evensky
| Companies | Position | End |
|---|---|---|
AXA Financial, Inc.
 AXA Financial, Inc. Investment ManagersFinance AXA Financial, Inc. provides financial advisory and insurance services. The company operates in two business segments: The Financial Advisory/Insurance and The Investment Management. The Financial Advisory/Insurance segment offers a variety of term, variable and universal life insurance products, variable and fixed-interest annuity products, mutual funds and other investment products and asset management, financial planning and other services principally to individuals, small and medium-size businesses and professional and trade associations. The Investment Management segment is principally comprised of the investment management business. The company was founded in 1991 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
The American Jewish Committee
 The American Jewish Committee Miscellaneous Commercial ServicesCommercial Services American Jewish Committee (AJC), established in 1906 by a small group of American Jews deeply concerned about pogroms aimed at Russian Jews, determined that the best way to protect Jewish populations in danger would be to work towards a world in which all peoples were accorded respect and dignity. Over 100 years later, AJC continues its efforts to promote pluralistic and democratic societies where all minorities are protected. AJC is an international think tank and advocacy organization that attempts to identify trends and problems early - and take action. Their key areas of focus are: •Combating anti-Semitism and all forms of bigotry; •Promoting pluralism and shared democratic values; •Supporting Israel's quest for peace and security; •Advocating for energy independence; •Strengthening Jewish life. In addition to its New York headquarters and Office of Government & International Affairs in Washington, AJC has 29 chapters and 3 independent affiliates in the U.S. and 8 overseas offices. In addition, AJC has 28 global partnerships. AJC’s approach, tackling a breadth of interests in a deliberate and diplomatic manner, contributes to a success that gains trust, earns access, and, most importantly, produces results. | Chairman | - |
Evensky & Katz LLC
 Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | Corporate Officer/Principal | 2010-12-09 |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | Finance |
AXA Financial, Inc.
AXA Financial, Inc. Investment ManagersFinance AXA Financial, Inc. provides financial advisory and insurance services. The company operates in two business segments: The Financial Advisory/Insurance and The Investment Management. The Financial Advisory/Insurance segment offers a variety of term, variable and universal life insurance products, variable and fixed-interest annuity products, mutual funds and other investment products and asset management, financial planning and other services principally to individuals, small and medium-size businesses and professional and trade associations. The Investment Management segment is principally comprised of the investment management business. The company was founded in 1991 and is headquartered in New York, NY. | Finance |
The American Jewish Committee
The American Jewish Committee Miscellaneous Commercial ServicesCommercial Services American Jewish Committee (AJC), established in 1906 by a small group of American Jews deeply concerned about pogroms aimed at Russian Jews, determined that the best way to protect Jewish populations in danger would be to work towards a world in which all peoples were accorded respect and dignity. Over 100 years later, AJC continues its efforts to promote pluralistic and democratic societies where all minorities are protected. AJC is an international think tank and advocacy organization that attempts to identify trends and problems early - and take action. Their key areas of focus are: •Combating anti-Semitism and all forms of bigotry; •Promoting pluralism and shared democratic values; •Supporting Israel's quest for peace and security; •Advocating for energy independence; •Strengthening Jewish life. In addition to its New York headquarters and Office of Government & International Affairs in Washington, AJC has 29 chapters and 3 independent affiliates in the U.S. and 8 overseas offices. In addition, AJC has 28 global partnerships. AJC’s approach, tackling a breadth of interests in a deliberate and diplomatic manner, contributes to a success that gains trust, earns access, and, most importantly, produces results. | Commercial Services |
- Stock Market
- Insiders
- David S. Evensky
