Evensky & Katz / Foldes Wealth Management Employee Directory

Financial ServicesFlorida, United States51-200 Employees

Evensky & Katz / Foldes Wealth Management is a nationally respected wealth management firm with over 35 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principles of client-focused educated financial advice.

Find Evensky & Katz / Foldes Wealth Management employees' phone numbers or email addresses

Evensky & Katz / Foldes Wealth Management Global Highlights

North America
65

United States Of America
64
Canada
1

Evensky & Katz / Foldes Wealth Management's Leadership

I. K.
Ceo | Family Business Coach | Family Business Authority
Mobile Phone
Email
L. M. J.
Chief Investment Officer - Principal
Mobile Phone
Email
M. B.
Chief Financial Officer & Chief Compliance Officer
Mobile Phone
Email
M. B.
Chief Compliance Officer
Mobile Phone
Email
H. E.
Founder
Mobile Phone
Email
S. F. C.
Wealth Manager And Founder
Mobile Phone
Email
L. E.
Founding Partner + Chief Executive Officer
Mobile Phone
Email
K. S.
Principal, Senior Vice President
Mobile Phone
Email

Evensky & Katz / Foldes Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Legal
Business
Community & Social Services
Entrepreneurship
Other

Contact profiles from Evensky & Katz / Foldes Wealth Management

Name

Title

Contact Info

Location

Last Update

L. M. J.
Chief Investment Officer - Principal
Mobile Phone
Email
United StatesFlorida
Jan 29, 2026
S. F. C.
Wealth Manager And Founder
Mobile Phone
Email
United StatesFlorida
Oct 27, 2025
M. B.
Chief Financial Officer & Chief Compliance Officer
Mobile Phone
Email
United StatesFlorida
Sep 08, 2025
H. E.
Founder
Mobile Phone
Email
United StatesTexas
May 13, 2025
I. K.
Ceo | Family Business Coach | Family Business Authority
Mobile Phone
Email
CanadaManitoba
Jul 17, 2025
L. E.
Founding Partner + Chief Executive Officer
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
M. B.
Chief Compliance Officer
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
K. S.
Principal, Senior Vice President
Mobile Phone
Email
United StatesTexas
Apr 30, 2025
D. B.
Principal - Executive Vice President
Mobile Phone
Email
UNITED STATES
May 13, 2025
G. T.
Principal Vice President Wealth Manager And Member Of Investment Committee
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Evensky & Katz / Foldes Wealth Management known for?

Evensky & Katz / Foldes Wealth Management was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in 4000 Ponce de Leon Boulevard Suite 850 Coral Gables, Florida 33146 United States; you can contact the main corporate office by phone at

+1-305-448-****

. Explore Evensky & Katz / Foldes Wealth Management's company overview page for more information.

What is Evensky & Katz / Foldes Wealth Management's most common email format?

Evensky & Katz / Foldes Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Evensky & Katz / Foldes Wealth Management email formats with LeadIQ.

How many employees does Evensky & Katz / Foldes Wealth Management have currently?

Evensky & Katz / Foldes Wealth Management has approximately 53 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Evensky & Katz / Foldes Wealth Management's key employees and leadership?

As of February 2026, Evensky & Katz / Foldes Wealth Management's key employees include:

Ceo | Family Business Coach | Family Business Authority: I. K.
Chief Investment Officer - Principal: L. M. J.
Chief Financial Officer & Chief Compliance Officer: M. B.
Chief Compliance Officer: M. B.
Founder: H. E.

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