Skip to content

2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Evan Morris

Meet Evan Morris:

Evan Morris is a Managing Director and Portfolio Strategist in Research Portfolio Strategy and is based in New York. Prior to joining, he was an Equity Research analyst covering the Consumer sector at BofA Global Research....

ABOUT EVAN

Meet Evan Morris:

Evan Morris is a Managing Director and Portfolio Strategist in Research Portfolio Strategy and is based in New York. Prior to joining, he was an Equity Research analyst covering the Consumer sector at BofA Global Research. Previously, he was the Senior Food Analyst at Banc of America Securities and at UBS, as well as a Portfolio Manager and Analyst at North Sound Capital, Balyasny Asset Management and Hudson Global Investors. Morris holds a BBA from Hofstra University and an MBA from St. John's University. 

HAVE QUESTIONS? WE'RE HERE TO HELP