Evan Fitzpatrick, J.D.
Senior Vice President
Evan is the Senior Vice President of Planning at Interchange Capital Partners. In this capacity, Evan derives optimal solutions from the often complex interaction between business ownership, estate planning, wealth transfer, and investment policy. In addition, he helps clients consider how their financial plans relate to their tax and legal obligations.
Evan has worked with Ahmie since 2018, when he joined his team at UBS. In 2020, he followed Ahmie to Interchange Capital Partners. Previously, Evan spent five years with Merrill Lynch Wealth Management and is a graduate of its competitive advisory development program. Evan is a CFA candidate, and has completed levels I and II of the CFA program.
Evan is a graduate of Wesleyan University with a degree in Neuroscience and Behavior, and the University of Connecticut School of Law, where he earned his J.D. He is admitted to the Connecticut Bar. In his role at Interchange, Evan does not provide legal advice. He is a member of the CFA Institute, the CFA Society of Pittsburgh, and volunteers with Make-A-Wish of Western Pennsylvania. Evan enjoys playing music, gardening, playing chess and traveling with his wife.