Evident Financial Announces Promotion of Richard Makowski to Chief Investment Officer

Evident Financial Announces Promotion of Richard Makowski to Chief Investment Officer

Thursday Jul 15th, 2021

Dave Cullen, CFA, CEO/Owner of Evident Financial is pleased to announce that Richard Makowski has beenR Makowski image named Chief Investment Officer (CIO) at Evident Financial.

As a member of Evident Financial's leadership team, Richard is integral in setting the firm's investment vision and strategies. He oversees research, selection of asset classes and investment funds, and makes investment decisions in client portfolios.

In addition to serving as CIO, Richard creates our clients' financial plans tailored specifically to their individual needs, preferences, and risk tolerance. Richard works closely with our Client Accounting Specialist, Cherie Sayban, CPA, when developing tax-smart investment solutions for our clients.

About Richard

Prior to Evident Financial, Richard worked at the Gannon University Small Business Development Center and co-founded Qualstra, LLC, an investment-research firm. Together with Dr. Richard Hauser, Associate Professor of Finance and Economics at Gannon University, he co-authored "More Quality, Less Quantity: Diversification and Risk Reduction in Quality Portfolios." The article was published by the Journal of Business, Economics and Technology in 2020.

Richard, born and raised in Cottbus, Germany, attended Gannon University on a full academic and football scholarship. He holds a B.S. degree in Finance and an MBA from Gannon University, and is a Chartered Financial Analyst Level 1 candidate.

Richard and his wife Kelli enjoy traveling, sports, and family time whether here in the U.S. or in his hometown in Germany.

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900 State Street, Suite 103 | Erie, PA 16501

(814) 425-5182 | evidentfinancial.com

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"One of our secrets to success is being part of the ETI community of aspiring entrepreneurs. With the leadership, training, mentor support and the resources of Gannon University, ETI is one of the hottest accelerators to build a startup. ETI fosters a culture of innovation and hard work. Both play a huge role in the success of Evident Financial. Our business is mostly conducted face-to-face, so it is important we have an office environment that makes our clients feel welcomed and comfortable. The beautiful lobby and office space of the CBI building is fresh and vibrant, the perfect complement to our brand. As Founder of Evident Financial, I could not overstate how important ETI is to the growth of Evident Financial. We are fortunate to be part of the ETI family." 

David Cullen, CFA

Founder and CEO - Evident Financial

It is said 90% of startups fail. The ETI gives entrepreneurs the resources to beat the odds through world-class mentorship, a collaborative professional environment, and an invaluable network of industry connections.

Nate Carlin, Co-Founder

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