Leadership
Dan Blum
Manager
Dan spent the past eight years researching and managing rules-based (or “systematic”) approaches to investing. The Programs offered by Evan Capital are the culmination of many years of collaborative research in pursuit of a long-term overall asset allocation approach that has the ability to perform well in a variety of different investment climates. Capital preservation is always the core focus.
Dan has spent the past 18 years in the finance field ranging from commercial real estate to private equity and hedge funds. He formed Evan Capital LLC in June of 2015 and registered in March of 2016 as an Investment Adviser with the Texas State Securities Board. He holds a BA from Vanderbilt University and an MBA in Finance from the NYU Stern School of Business.
Dan is a native Houstonian who grew up in the Rice University area. He is active in the community and an avid supporter of the MD Anderson Cancer Center.
Mike Mann, MD
Manager
Mike joined Evan Capital in 2017 and registered as an Investment Advisor Representative with the Texas State Securities Board in June 2017. Mike is an Emergency Physician and has over ten years of personal finance experience. As a physician, he understands the unique financial challenges and opportunities physicians may encounter.
Mike is originally from Abilene, Texas and now lives in Houston with his family. He is involved in the local community and is focused on ways in which investing in Life Sciences can have a positive impact on patients’ lives. Mike holds a Bachelor of Science degree from the University of Notre Dame and a Medical Doctorate from the University of Texas Health Science Center at San Antonio.
Additional information about Dan and Mike is also available on the SEC's website www.adviserinfo.sec.gov. Select individual and type in CRD# 282114 for Dan and CRD# 6802620 for Mike.