Chuck Baird Email & Phone Number
Senior Investment Operations Associate @ Evergreen Gavekal
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Chuck Baird Location
- California, United States
Chuck Baird Work
- Senior Investment Operations Associate @ (July 2021 - Present)
- Senior Investment Operations Analyst @ Aperio Group, LLC (November 2016 - July 2021)
- Director of Investments @ Consilium Wealth Management, LLC (December 2013 - October 2016)
- Vice President, Investments @ Catalyst Financial Planning & Investment Management, Corp. (March 2006 - March 2013)
- Director of Operations @ Catalyst Financial Planning & Investment Management, Corp. (September 2004 - March 2006)
- Team Leader - Data Management, Advent Back Office Services @ (October 2002 - September 2004)
- Manager, Portfolio Services Group @ AssetMark Investment Services (January 1999 - January 2002)
Chuck Baird Education
- Saint Mary's College of California
BA (English Literature)
1994-1996
Chuck Baird Skills
- Asset Allocation
- Mutual Funds
- Wealth Management
- Investment Strategies
- Portfolio Management
- Investments
- Investment Advisory
- Investment Management
- Retirement Planning
- Asset Management
- Alternative Investments
- Retirement
- ETFs
- Equities
- Financial Services
- Leadership
- Risk Management
Chuck Baird Summary
- Chuck Baird, based in California, United States, is currently a Senior Investment Operations Associate at Evergreen Gavekal. Chuck Baird brings experience from previous roles at Aperio Group, LLC, Consilium Wealth Management, LLC and Catalyst Financial Planning & Investment Management, Corp.. Chuck Baird holds a 1994 - 1996 BA in English Literature @ Saint Mary's College of California. With a robust skill set that includes Asset Allocation, Mutual Funds, Wealth Management, Investment Strategies, Portfolio Management and more. Chuck Baird has 2 emails and 2 mobile phone numbers on RocketReach.
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