Evan Lewis, CFA
Evan serves as a Director within the Financial Reporting and Transaction Opinions practices at Intrinsic and is responsible for business development, project management, and internal development. His business development efforts include fostering relationships with prospective clients while deepening Intrinsic’s connection with existing clients. Evan serves as a primary point of contact on engagements, conducting due diligence, performing and reviewing financial analysis, rendering transaction opinions, and producing valuation reports. He excels in intricate engagements related to transaction opinions and complex security analysis. Internally, Evan focuses on building Intrinsic’s team, including recruiting, training, and advising on professional development.
Prior to joining Intrinsic, Evan worked with Mount Yale Capital Group, a global portfolio design, asset management, and product development firm. His time with Mount Yale included developing complex financial models and conducting comprehensive investment research. Outside of work, Evan strives to give back to the Denver community and serves on the Board of Directors for Sun Valley Youth Center.
Memberships and Certifications
- Chartered Financial Analyst
- B.S.B.A., University of Denver