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Profile
Harold Ray Evensky was the founder and the Chairman of Evensky & Katz LLC, a firm he founded in 1985.
He held the title of Chairman from 1985 to 2014.
Mr. Evensky also has an education background, having obtained an undergraduate degree from Cornell University in 1965 and a graduate degree in 1967.
Former positions of Harold Ray Evensky
| Companies | Position | End |
|---|---|---|
Evensky & Katz LLC
 Evensky & Katz LLC Investment ManagersFinance EKF’s primary investment strategy used on client accounts is strategic asset allocation utilizing an equity core and satellite strategy. The firm’s portfolios are globally diversified to control the risk associated with concentration in limited markets. They focus on proactive, integrated wealth management and principles for responsible investment. | Founder | 2021-03-25 |
Training of Harold Ray Evensky
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
76
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance EKF’s primary investment strategy used on client accounts is strategic asset allocation utilizing an equity core and satellite strategy. The firm’s portfolios are globally diversified to control the risk associated with concentration in limited markets. They focus on proactive, integrated wealth management and principles for responsible investment. | Finance |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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- Harold Ray Evensky
