Evan TroopEvan Troop
Managing Director
Wealth Partner

"I bring an institutional-quality approach, intellectual capital and enhanced fund capabilities to middle market institutional clients."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2023 • 2022 • 2021
Top Next-Gen Wealth Advisors
2023 • 2021
Top Next-Gen Wealth Advisors Best-In-State
2022

Financial Planning

Top 40 Under 40
2024 • 2023

Barron's

Top 1,200 Financial Advisors
2024

About Evan

Evan Troop is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.

Evan brings an institutional-quality approach, intellectual capital and enhanced fund capabilities to middle market clients. He partners with the investment bank and asset management group to deliver equity and fixed income execution, investment strategies, lending resources and cash management for corporates, family offices, RIAs, hedge funds and private equity firms.

Taking a leadership path to financial services, Evan graduated summa cum laude from the United States Merchant Marine Academy with a B.S. in Marine Transportation, a commission in the United States Navy and a 3rd mate unlimited tonnage license which allows him to navigate commercial vessels. He worked for Transocean as a second officer aboard the Development Driller III, supporting notable projects that included the Macondo 252 relief-well operation, which successfully capped the BP oil spill in the Gulf of Mexico. Evan served and retired as a Lieutenant in the United States Naval Reserves with Military Sealift Command.

Switching gears, Evan earned an academic scholarship to the SMU Cox School of Business and completed his M.B.A. in Finance and Strategy. He began his career as a Private Banker at J.P. Morgan where he advised family offices and high-net-worth individuals and delivered resources for lending, trust & estate capabilities and capital investment ideas.

He segued to his current role in 2015 to provide clients with access to the firm's world-class products and services and a broad suite of transactional, asset management and investment advisory strategies.

Evan is a Vice President of the North Texas Alumni Chapter for USMMA and a member of the Watermark church. He sits on the board at the Parenting Center, an organization dedicated to offering members and professionals the tools, resources and services to build successful outcomes.

Evan resides in Dallas, and enjoys spending time with family and friends, running, hockey, football, snowboarding, wakeboarding and playing guitar.

Insights

Wealth Planning

Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges

March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read Now
Wealth Planning

8 insights from long-lasting global business families

March 22, 2024The hard work doesn’t end once family wealth is established. These eight insights look at how the next generations can become successful stewards of family wealth.Read Now
Outlook

The race to rate cuts is on: What it means for you

March 22, 2024Central banks have given the go ahead on rate cuts. Is your portfolio ready?Read Now
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