Chuck Baird
Analyst-Equity bij Evergreen Capital Management LLC
Profiel
Mr. Charles M.
Baird is a Senior Analyst at Evergreen Capital Management LLC.
He joined the firm in July 2021 bringing with him more than two decades of operations, client service and investment management experience.
Prior to joining Evergreen Gavekal, he was a Senior Investment Operations Analyst with Aperio Group responsible for middle-office functions including portfolio account reconciliation and reporting, corporate actions, security master, valuations, and global trade settlement.
Before Aperio, he was Director of Investments at Consilium Wealth Management and prior to that, Vice President of Investments at Catalyst Financial Planning & Investment Management.
He received a Bachelor of Arts degree in English Literature from Saint Mary’s College of California.
Actieve functies van Chuck Baird
| Bedrijven | Functie | Begin |
|---|---|---|
Evergreen Capital Management LLC
 Evergreen Capital Management LLC Investment ManagersFinance Evergreen Capital Management LLC (Evergreen) is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1983 and is a subsidiary of D & M Hay LLC. Evergreen provides investment supervisory services, investment consulting, and financial planning to a variety of types of clients which includes individuals, trusts, endowments, and pension and retirement plan accounts. | Analyst-Equity | 01-07-2021 |
Opleiding van Chuck Baird
| St. Mary's College of California | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Evergreen Capital Management LLC
Evergreen Capital Management LLC Investment ManagersFinance Evergreen Capital Management LLC (Evergreen) is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1983 and is a subsidiary of D & M Hay LLC. Evergreen provides investment supervisory services, investment consulting, and financial planning to a variety of types of clients which includes individuals, trusts, endowments, and pension and retirement plan accounts. | Finance |
