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Evensky & Katz / Foldes Wealth Management Employee Directory

Financial ServicesFlorida, United States51-200 Employees

The firm Evensky & Katz / Foldes Wealth Management is an independent Registered Investment Advisory firm in the financial services sector, founded in Coral Gables over 40 years ago. It combines boutique, highly personalized client relationships with a disciplined, evidence-based approach to investment management, all under a fiduciary obligation. Based in Coral Gables, Florida, the firm serves clients across the United States, helping them navigate complex financial decisions. Within the wealth-management space, it positions itself as a fiduciary option that blends tailored service with rigorous, evidence-based portfolio management. A September 2025 report describes an extensive client-onboarding process that emphasizes learning about each client before investing.

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

Evensky & Katz / Foldes Wealth Management Global Highlights

Location
Employees

North America
67

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  • United States Of America
    66
  • Canada
    1

Evensky & Katz / Foldes Wealth Management's Leadership

  • Stylized image of a person
    I. K.
    Ceo | Family Business Coach | Family Business Authority
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. M. J.
    Chief Investment Officer - Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. E.
    Chief Marketing Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. B.
    Chief Financial Officer & Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. B.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. F. C.
    Wealth Manager And Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. E.
    Founding Partner + Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. B.
    Principal - Executive Vice President
    Phone icon
    Mobile Phone

Evensky & Katz / Foldes Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Business
  • Community & Social Services
  • Entrepreneurship
  • Other
  • Accounting

Contact profiles from Evensky & Katz / Foldes Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. P.
    Marketing Director
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 24, 2026
  • Stylized image of a person
    S. D.
    Director Of Retirement Plan Services
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 24, 2026
  • Stylized image of a person
    N. P.
    Director Of Data Management
    Phone icon
    Mobile Phone
    United StatesFlorida
    Apr 16, 2026
  • Stylized image of a person
    M. S.
    Director Of Portfolio Management
    Phone icon
    Mobile Phone
    United StatesFlorida
    Oct 27, 2025
  • Stylized image of a person
    N. P.
    Director Of Business Ops
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jan 09, 2025
  • Stylized image of a person
    M. A. S.
    Principal & Wealth Manager
    Phone icon
    Mobile Phone
    United StatesFlorida
    Apr 16, 2026
  • Stylized image of a person
    B. D. H.
    Wealth Manager
    Phone icon
    Mobile Phone
    United StatesFlorida
    Apr 16, 2026
  • Stylized image of a person
    M. W.
    Wealth Manager
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 08, 2026
  • Stylized image of a person
    M. H.
    Wealth Manager & Principal
    Phone icon
    Mobile Phone
    Apr 17, 2026
  • Stylized image of a person
    D. L. G.
    Wealth Manager
    Phone icon
    Mobile Phone
    United StatesFlorida
    Feb 19, 2026

Frequently Asked Questions

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

Minus sign iconPlus sign iconEvensky & 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?

Minus sign iconPlus sign iconEvensky & 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?

Minus sign iconPlus sign iconEvensky & Katz / Foldes Wealth Management has approximately 52 employees as of June 2026. These team members are located across 1 continents, including North America.

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

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As of June 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 Marketing Officer: D. E.
  • Chief Financial Officer & Chief Compliance Officer: M. B.
  • Chief Compliance Officer: M. B.

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