Evan Lamb

Wealth Advisor at SageView Advisory Group

Evan Lamb, CFA, is a financial advisor at SageView Advisory Group since November 2021, following a varied career at Carta from May 2019 to October 2021, where roles included Mid-Market Account Executive and Account Executive in Private Markets. Prior to Carta, Evan served as Associate Manager - Consultant at The Siegfried Group from December 2016 to April 2019. Earlier experience includes positions as Senior Associate and Associate at Haskell & White LLP from October 2013 to November 2016. Evan holds a Bachelor’s degree in Business Economics with an Accounting Emphasis from UC Santa Barbara.

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Newport Beach, United States

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