@smcevoy
201.482.8369
sharon@therudingroup.com

Sharon H. McEvoy

Sharon H. McEvoy is a strategic partner of The Rudin Group who specializes in High Net Worth marketing and branding.

The knowledge and insight gained through over 15 years of experience in a dynamic and rapidly evolving industry allows Sharon to offer agile and innovative strategies to financial firms looking to increase their brand awareness and accelerate their engagement with High Net Worth clients.

Previously, Sharon led the marketing effort at Fortigent, a wealth management outsourced provider, founded to help advisory firms deliver service and value to their clients (Fortigent was purchased by LPL Financial in 2012). Her focus during her years there was to position Fortigent as the premier High Net Worth outsource provider and create a "community" experience among clients, partners, and centers of influence. Her agile and innovative marketing strategies that integrated business development, digital media, and events helped take Fortigent from a small start-up business unit to a thought leader in the industry on HNW; helping over 100 firms managing over $80 Billion in assets to deliver a comprehensive wealth management experience.

Sharon began her career in wealth management at Lydian Wealth Management, an independent RIA, where she was a Senior Client Service Associate servicing over 45 High Net Worth families. She later transitioned over to the Lydian Advisor Solutions Unit where she was instrumental in building out the client service model and establishing the brand that later became Fortigent. She is a native of Maryland and recently moved to Chicago where she is the Communications and Marketing Chair of the Private Directors Association and is Co-Director of Events for the Chicago Financial Women's organization.