Evan Hudak
ASSOCIATE, WEALTH MANAGEMENT
Evan is an Associate of Wealth Management at Choreo based in the Charlotte, NC office. He plays a vital role in supporting both clients and advisors by coordinating meetings and gathering essential client information.
Before joining Choreo, Evan worked for Donaldson Capital Management where his passion for wealth management began. He also worked as a Private Wealth Management Intern for Baird (Oldham White Monroe Group) where he streamlined internal efficiency by organizing client data and generating comprehensive reports using CRM platforms and financial planning tools.
Outside of work, Evan can be found on the golf course with his friends and family, traveling to new destinations, or exploring all that Charlotte has to offer. He also enjoys spending time on the water, finding new trails to hike, and weekends at the beach.
EDUCATION
BS in Business, Finance & Real Estate Double Major; Indiana University, Kelley School of Business
