Nick Evans is associate director of investments and a partner at CM Wealth. He is also a member of the firm’s investment, client service, and information security committees.

Nick is a generalist investor across public and private markets, with experience spanning equities, fixed income, and private capital, including venture, growth equity, buyouts, special situations, real assets, and private credit. His work focuses on sourcing and evaluating investment opportunities, manager selection, portfolio construction, and long‑term investment strategy. He works closely with client families to design portfolios aligned with long‑term objectives and is deeply committed to thoughtful investing and building durable, collaborative partnerships with clients, colleagues, and the investment managers and general partners with whom CM Wealth works.

Prior to joining CM Wealth, Nick was a financial advisor and retirement planner with Merrill Lynch Wealth Management and a local investment advisory firm, where he specialized in holistic wealth planning and investment management. He earned a BSBA in finance, with a minor in entrepreneurship and innovation, from The Ohio State University’s Fisher College of Business

Nick is a chartered financial analyst charterholder and a member of the CFA Society of Cleveland. He holds the FINRA Series 66 license and previously held the Series 7 and Ohio Life, Health & Annuity licenses (inactive).

Outside of work, Nick enjoys spending time with family and friends, staying active through golf, weightlifting, hiking, and other outdoor pursuits, and traveling to explore new breweries, wineries, and restaurants.