Lori B. Evans

Lori B. Evans

Portefeuillebeheerder-Aandelen bij Eastern Bank (Investment Management)

Finance
Consumer Services

Profiel

Ms. Lori B.
Evans
is a Senior Vice President at Eastern Bank Corp.
She is responsible for managing client portfolios and developing new business in the South Shore and Cape regions.
She provides investment management, financial planning and fiduciary services for individuals, trusts and institutions.
She joined Eastern Bank Wealth Management in 2005, bringing with her over 20 years’ experience in the investment arena.
Prior to joining Eastern, Ms. Evans spent five years as a vice president and senior portfolio manager with Cape Cod Bank & Trust on the Cape and in Plymouth, as well as five years with the Private Clients Group at BankBoston as a senior portfolio manager.
Her tenure also includes positions with Smith Barney, DLJ, and Rockland Trust.
Ms. Evans holds a Bachelor of Science in Finance from Babson College, and is an alumnus of Worcester Academy.
She has been a Certified Financial Planner practitioner since 1991.

Actieve functies van Lori B. Evans

BedrijvenFunctieBegin
Portefeuillebeheerder-Aandelen 01-01-2005
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Eerdere bekende functies van Lori B. Evans

BedrijvenFunctieEinde
Corporate Officer/Principal -
Smith Barney & Co., Inc. Corporate Officer/Principal -
Donaldson, Lufkin & Jenrette Securities Corp. Corporate Officer/Principal -
BankBoston Corp. Corporate Officer/Principal -
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Opleiding van Lori B. Evans

Babson College Undergraduate Degree

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Finance

BankBoston Corp.

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Smith Barney & Co., Inc.

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Donaldson, Lufkin & Jenrette Securities Corp.

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Finance

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