As part of the Tech Operations team, Evan Cozzi focuses on the smooth management and ongoing evolution of the company’s technology stack. With experience in financial advising and consulting in capital management and insurance, Evan brings a strong foundation in both tech and finance. He works closely with the back office and operations teams to ensure systems are efficient, scalable, and aligned with the firm’s broader goals.
Originally from a large family in Chicago, Evan now lives in Dallas, Texas. A dual-sport athlete, he spends much of his free time traveling or on the volleyball court, staying active and competitive in everything he does.