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Patrick T. Evans

Senior Wealth Advisor

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Senior Wealth Advisor Patrick T. Evans stands as a testament to Grant Street Asset Management's philosophy that genuine relationships are the cornerstone of successful financial guidance. With a decade at GSAM, Patrick has upheld the values instilled by his father and company founder, Michael Evans, marrying a personal touch with financial expertise.

 

Patrick's approach is far from formulaic; instead, he views the firm's services as akin to a general manager for clients' life and finances. "Our role is to navigate any financial challenge our clients face," he explains. "We're not just managing investments; we're crafting comprehensive strategies that serve the multifaceted needs of large families."

 

A member of the Investment Committee, Patrick's strategic acumen in investment planning, portfolio management, and performance evaluation is integral to helping clients reach their financial aspirations. He believes that GSAM's strength lies in the trust and enduring relationships built over time. "It's the trust our clients place in us that fosters referrals and grows our GSAM family," says Patrick.

 

Patrick's financial prowess was honed at Virginia Tech University, where he earned his degree in Finance before embarking on his career at Merrill Lynch Wealth Management in Charlotte, North Carolina. His experience there parallels the client-centric service he champions at GSAM.

 

Now residing in Charlotte, Patrick bridges his expertise between GSAM's Pittsburgh headquarters and its southeastern clientele. The familial bonds within the GSAM team and with clients underscore his belief in the company's ethos: family comes first. "Our work with multiple generations of clients showcases the deep-rooted trust and commitment that distinguishes us in the wealth management landscape," Patrick reflects.

 

At GSAM, Patrick T. Evans exemplifies the firm's dedication to fostering a family-oriented environment where each client's financial well-being is nurtured with the utmost care and professionalism.

Get in Touch

704-719-1060

Grant Street Asset Management, Inc.

128 S. Tryon Street, Suite 1581

Charlotte, NC 28202

CONTACT US

Headquarters | Pittsburgh, PA:

380 Southpointe Blvd, Plaza II, Ste. 315

Canonsburg, PA 15317

Tel: 412-257-8060

Fax: 412-257-8435

Toll Free: 1-800-376-5170

advisors@gsaminc.com

 

Charlotte, NC Office:

128 S. Tryon Street, Ste. 1581

Charlotte, NC 28202

Tel: 704-719-1060

Toll Free: 1-800-376-5170

Grant Street Asset Management, Inc. is a fee-only investment manager providing services to high net worth individuals, families and institutions. Grant Street Asset Management, Inc. is a Registered Investment Advisor with the U.S. Securities and Exchange Commission in the State of Pennsylvania. Our main place of business is 380 Southpointe Blvd Suite 315 Canonsburg PA 15317. We also maintain an office at 128 S Tryon St Suite 1581, Charlotte, NC 28202.

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Grant Street Asset Management, Inc. and its representatives are in compliance with the current filing requirements imposed upon Securities Exchange Commission registered investment advisors by those states in which Grant Street maintains clients. Grant Street may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  Please consult with Grant Street Asset Management, Inc. for further clarification of state registrations.

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The information contained in this website is designed to provide a general overview with regard to the subject matter covered and is not state specific. All information contained within this website is for informational purposes only. The authors, publisher and host of this site are not providing any type of specific advice to your situation. Material presented is believed to be from reliable sources and no representation is made as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual investment advisor prior to implementation.

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