Daniel Blum is a financial advisor at Evan Capital with 11 years of industry experience and holds a Series 65 designation. His prior roles include leadership positions at Caneel Consulting, LLC, TRE Lodging Investors, LLC, and Glenhaven Capital LLC. He serves on the board of the Cholangiocarcinoma Foundation as chair of the investment committee and is involved in multiple real estate and lodging investment ventures. Evan Capital provides discretionary investment advice and portfolio management to individuals, small businesses, corporations, and charitable funds. The firm uses a data-driven, quantitative, and rules-based approach focused on exchange-traded funds and equities, with tactical allocations that may include REITs, MLPs, commodities, and investment-grade bonds.

Michael Mann is a financial advisor at Evan Capital with a Series 65 designation and eight years of industry experience. He is also a practicing physician in Houston, TX, serving as co-owner and physician at Southampton Medical and Wellness of Houston, PLLC, and working with American Physician Partners. Additionally, Dr. Mann serves as an advisory board member for the University of Houston College of Nursing Nurse Managed Telehealth Clinic. Evan Capital provides discretionary investment advice and portfolio management to individuals, small businesses, corporations, and charitable funds. The firm uses a data-driven, quantitative, and rules-based approach, focusing on ETFs and equities with tactical allocations across various asset classes and manages accounts on a discretionary basis.