Profiel
Prior to joining Vision Capital, Mr. Evens worked as a research analyst for Jensen Investment Management assessing investment holdings and opportunities.
Additionally, he started his career at Hewitt Associates LLC where he spent eleven years.
His roles included Senior Investment Consultant and Team Leader of an investment research team.
He earned his BS in Labor and Industrial Relations with a minor in Business Administration from Pennsylvania State University.
He earned his MBA from the University of Chicago's Graduate School of Business, with concentrations in the fields of Finance, Accounting and Managerial & Organizational Behavior.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and Portland Society of Financial Analysts.
Mr. Evens moved to Portland in 2004.
He and his growing family (one son and counting) enjoy the scenic beauty and plentiful outdoor activities of the Pacific Northwest.
Eerdere bekende functies van Winfield S. Evens
| Bedrijven | Functie | Einde |
|---|---|---|
Vision Capital Management, Inc.
 Vision Capital Management, Inc. Investment ManagersFinance Vision Capital Management, Inc. (Vision Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Oregon. The firm was founded in 1999 by Suzanne McGrath and Marina Johnson. Vision Capital provides traditional discretionary portfolio management for individual clients and institutional clients through separately managed accounts. | Analyst-Equity | 31-01-2008 |
Jensen Investment Management, Inc.
 Jensen Investment Management, Inc. Investment ManagersFinance Jensen Investment Management, Inc. (Jensen) is an independent, employee-owned SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Val Jensen in 1988 and provides investment management services to a wide array of individual and institutional clients, including private clients, pension plans, foundations, endowments and other businesses. In addition, Jensen acts as the investment adviser to various mutual funds and a collective investment fund. | Analyst-Equity | 31-12-2006 |
| Hewitt Associates | Corporate Officer/Principal | 01-01-2004 |
Opleiding van Winfield S. Evens
| The University of Chicago | Masters Business Admin |
| The Pennsylvania State University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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| Bedrijven in privébezit | 3 |
|---|---|
Jensen Investment Management, Inc.
Jensen Investment Management, Inc. Investment ManagersFinance Jensen Investment Management, Inc. (Jensen) is an independent, employee-owned SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Val Jensen in 1988 and provides investment management services to a wide array of individual and institutional clients, including private clients, pension plans, foundations, endowments and other businesses. In addition, Jensen acts as the investment adviser to various mutual funds and a collective investment fund. | Finance |
Vision Capital Management, Inc.
Vision Capital Management, Inc. Investment ManagersFinance Vision Capital Management, Inc. (Vision Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Oregon. The firm was founded in 1999 by Suzanne McGrath and Marina Johnson. Vision Capital provides traditional discretionary portfolio management for individual clients and institutional clients through separately managed accounts. | Finance |
| Hewitt Associates | Commercial Services |
