Certifications: RMA®
David Evensky is a principal at Evensky & Katz/ Foldes. He joined the firm in August 2001. He sits on the firm’s board of managers and serves as the chief marketing officer. His responsibilities at EKF include business development, information technology, community outreach, and client liaison. He is a graduate of the University of Maryland College Park.
Mr. Evensky currently sits as chairman of the Friendship Circle of Miami. He also is on the boards of the Coral Gables Museum and American Jewish Committee and is a member of the Society of Mount Sinai Medical Center. He is a member of the Coral Gables Community Foundation.
Mr. Evensky received the Key to the City of Miami Beach for his philanthropic efforts in 2004. He also received the Key to Miami-Dade County in February 2009 for his involvement as founder of the Motivated Youth Program. He has been featured in the Miami Herald Philanthropy section and has been featured in Miami Today as an “Achiever” in Miami.
Financial services is another sector that has initially been immune from job loss, thanks to the power of online technology. “We are lucky that we are in one of those professions that can continue to operate remotely,” says David Evensky, CEO of wealth management firm Evensky &Katz/Foldes. “Our clients are happy about that because many…
We are thrilled to announce the 2024 edition of “Cocktails Under the Stars,” hosted by Evensky & Katz/Foldes Wealth Management. This year, we invite you to join us at the breathtaking Fairchild Tropical Botanical Garden for an exceptional evening of lush ambiance, flavor, and community. Event Details: Date: October 17th 2024 Location: Fairchild Tropical Botanical…
At the heart of our firm’s mission to help people live well lies a deep commitment to serving both our clients and our community. Our Annual Charity Golf Classic Tournament exemplifies this commitment, bringing together our team, clients, and community members for a day of golf and philanthropy. The Evensky & Katz Charitable Fund at…
Date: Friday, November 10th 2023 Location: Doral Golf Club Miami Address: 4400 NW 87th Avenue, Miami FL 33178 Our Annual Charity Classic Golf Tournament once again united our team, clients, and community members for a day of golf and giving. The event embodied our firm’s commitment to serving our clients and community. Thank you to…
We were delighted to host the fifth annual Vinos at The Plaza Wine Auction. This year’s event was an unforgettable evening of exceptional wines, gourmet dining, and lively entertainment, all in support of the Coral Gables Community Foundation’s scholarship and grant-making programs. We were honored to have Mayor Vince Lago and Olga Mari Lago serve…
This exclusive event brought together over 100 esteemed professionals and philanthropists for an evening dedicated to supporting a vital cause, hosted at Fiola’s La Terraza in Coral Gables. Date: Wednesday, October 11th 2023 Location: Fiola’s La Terraza Address: 1500 San Ignacio Ave, Coral Gables, FL 33146 Time: 6:00 pm View more photos at: www.legalservicesmiami.org/event-photos/cocktails-under-the-stars. Continuing…