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    Evan Kulak

    Principal, Wealth Advisor at Polaris Portfolios

    Evan Kulak is a Principal and Wealth Advisor at Polaris Portfolios, LLC, a registered investment advisor (RIA) that specializes in providing turnkey wealth management programs for community banks and credit unions.25 He is based in the Greater Chicago Area and has been working with Polaris Financial since June 2016.2

    Evan Kulak's professional background includes roles at Fifth Third Private Bank as a Portfolio Manager and at Merrill Lynch as an Analyst.2 He holds a Bachelor of Arts degree from Bowdoin College and is licensed as a Uniform Investment Advisor by the Financial Industry Regulatory Authority (FINRA).2

    As a financial advisor, Evan Kulak works closely with clients to understand their financial situations, risk tolerance, and long-term goals to create personalized investment strategies.15 He also collaborates with the Polaris investment committee to design appropriate investment portfolios for various financial strategies.15

    In addition to his work at Polaris Portfolios, Evan Kulak is involved with Credit Union Wealth Group, where he serves as a financial advisor, helping clients achieve their financial goals through comprehensive wealth management services.46 His LinkedIn profile highlights his expertise in wealth management for banks and credit unions.23

    Highlights

    Jan 8 · businesswire.com
    Credit Union Wealth Group Launches Managed Bond Portfolios for ...

    Related Questions

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    Evan Kulak
    Evan Kulak, photo 1
    Evan Kulak, photo 2
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    Location

    Chicago, Illinois