Evan Slater

Evan Slater works with clients and relationship managers to design and implement fixed income strategies that reflect each client’s goals, risk tolerance, and time horizon. He monitors market and economic conditions, manages portfolio risks, and makes adjustments as needed to keep client accounts aligned with guidelines and evolving needs. Evan also collaborates with trading desks and underwriters to ensure buy and sell decisions are executed efficiently and cost-effectively.

Evan has built his career in fixed income portfolio management and trading since 1992. Before joining Point Windward Advisors (formerly Beech Hill Advisors), he held senior roles as a bond trader at Investment Professionals Inc. and Stockcross Financial Services, where he was responsible for trading, institutional sales, and research. He began his career at The GMS Group, where he cultivated a strong foundation in municipal and fixed income markets.

He earned his B.S. in Finance from the University of Wisconsin–Madison and is a founding member of the Colorado Municipal Bond Club.

Outside the office, Evan enjoys staying active outdoors, especially skiing, hiking, sailing, fishing, and running. Most of all, he values time with his family.