Evan Moog

With more than a decade of experience in investment research and portfolio management, Evan helps clients make thoughtful financial decisions through disciplined analysis and long-term planning. He has an extensive background in fixed income investing and is focused on managing income-oriented portfolios designed to balance risk and return. He holds a BS in Business Administration in Finance from Christopher Newport University and is a Chartered Financial Analyst® (CFA) charterholder and a member of the CFA Society of Virginia. Originally from Williamsburg, Virginia, he lives in Richmond with his wife, Ali, and their three daughters, Rosie, Libby, and Annie. Outside of work, he enjoys running, playing softball, and being involved at City Church of Richmond.