Automation · AI Agents · Finance Background · Business Development
I help financial institutions, businesses, and investment teams eliminate manual bottlenecks, deploy autonomous AI agents, and build the operational infrastructure needed to scale — backed by 5+ years of OCIO experience and over a decade in institutional investment.
About Evan Witkowski
I bring a rare combination of deep institutional investment knowledge and hands-on technical skills in automation and AI. Where most consultants offer one or the other, I deliver both — which means I understand exactly where your workflows break down and precisely how to fix them.
My background spans 5+ years working within OCIO structures, managing institutional client relationships from $25M to $250M in AUM across endowments and foundations, contributing to over $2.5B in assets historically. That experience included navigating full GIPS compliance and verification — giving me a deep understanding of the operational and reporting complexity financial organizations face.
That foundation informs everything I build today. I help organizations automate reporting, deploy autonomous AI agents, and build the operational and business development infrastructure that scales — bringing a finance practitioner's perspective to every technical solution.
How It Works
No drawn-out discovery phases. I move quickly from understanding your problem to delivering a working solution.
We spend 30–45 minutes mapping your current workflows, pain points, and the outcomes you want to achieve. No charge, no commitment.
I deliver a clear proposal: defined deliverables, timeline, and pricing. You know exactly what you're getting before we start.
I build your solution with regular check-ins and demos. You provide feedback throughout — no surprises at the finish line.
Full documentation, training for your team, and ongoing support so your solution keeps working long after the engagement ends.
Let's Talk
Tell me a bit about what you're working on and I'll follow up within one business day to schedule a free discovery call.
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Connect With Evan
Institutional investment professional with 10+ years across Wespath Benefits & Investments, Northern Trust Corporation, and the State of Wisconsin Investment Board. Expert in OCIO, nonprofit portfolio strategy, workflow automation, and AI agent deployment.