Evan Harvey

Phone: 610.265.7700
Fax: 610.265.7370 x107
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Lease Accounting Specialist

Evan Harvey joined Jackson Cross Partners in August 2021 as a Lease Accounting Specialist in the Advisory Department. Focusing on lease abstracting to maintain and update client databases.

Prior to joining Jackson Cross, Evan worked at Envestnet Financial Services in their Portfolio Administration department. He was responsible for the day-to-day monitoring and processing of accounts, assisting in the execution of approximately one million trade instructions per month. As a Portfolio Administrator, Evan also oversaw a tax smart investing platform to help advisors and investors address and minimize the effect of tax implications to their investment portfolios.

Evan graduated from the University of Delaware in 2017, with a B.S. in Finance.

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