Texas Tech Professors Named Investment Advisor’s Top 30 Financial Planners

Written by Megan Robare

Two Texas Tech University professors were listed in Investment Advisor magazine’s Thirty for Thirty most influential financial planners.

Harold Evensky, president and CEO of Evensky & Katz Wealth Management, and Deena Katz, chairman of Evensky & Katz, were listed as two of the top 30 individuals dedicated to their profession for the past 30 years.

Evensky, adjunct professor in the College of Human Sciences at Texas Tech, served as vice president of investments with major investment banking firms prior to forming his own company. He received his bachelor’s and master’s degree from Cornell University.

He has been recognized by Worth as one of the Top 100 wealth managers for five consecutive years. In 2006 he received the Skip Viragh Award for industry excellence.

“I am complimented and humbled to once again be recognized by Investment Advisor and to see my name linked with so many extraordinary individuals who have contributed to the development of my profession of financial planning,” Evensky said.

Katz, associate professor in the Department of Personal Financial Planning in the College of Human Sciences, was one of the first advisers named as Financial Planning magazine’s Movers and Shakers for 2001.

In 2001 and 2002, she was one of Accounting Today’s Top Ten Names to Know in Financial Planning. She now mentors the next generation of advisers as a professor at Texas Tech.

“I am once again humbled to be among so many prominent names in our field, and equally honored to be recognized for a profession that I love,” Katz said.

Find Texas Tech news, experts and story ideas at www.media.ttu.edu.

CONTACT: Harold Evensky, applied and professional studies adjunct professor, College of Human Sciences, Texas Tech University, (806) 742-5050 ext.268, or harold.evensky@ttu.edu. Deena Katz, applied and professional studies associate professor, College of Human Sciences, Texas Tech University, (806) 742-5033 or deena.katz@ttu.edu.