Chuck Baird Email & Phone Number

Senior Investment Operations Associate @ Evergreen Gavekal

5 free lookup(s).

Chuck Baird Location

California, United States

Chuck Baird Work

2021 - now Senior Investment Operations Associate @ Evergreen Gavekal
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2016 - 2021 Senior Investment Operations Analyst @ Aperio Group, LLC
2013 - 2016 Director of Investments @ Consilium Wealth Management, LLC

2006 - 2013 Vice President, Investments @ Catalyst Financial Planning & Investment Management, Corp.
2004 - 2006 Director of Operations @ Catalyst Financial Planning & Investment Management Corp.
2002 - 2004 Team Leader - Data Management, Advent Back Office Services @ SS&C Advent
1999 - 2002 Manager, Portfolio Services Group @ AssetMark Investment Services

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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

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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, Catalyst Financial Planning & Investment Management, Corp. 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.

Chuck Baird Emails

Found 2 emails

Chuck Baird Phone Numbers

Found 6 phone numbers

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Others Named Chuck Baird

Chuck Baird

Senior Investment Operations Associate at Evergreen Gavekal

California, United States
2
- sbcglobal.net
- evergreengavekal.com
5+
- +1 925-586-XXXX
- +1 415-344-XXXX
- +1 925-476-XXXX
- +1 925-783-XXXX
- +1 925-933-XXXX
- +1 925-933-XXXX

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Top Evergreen Gavekal Employees

Tyler Hay

Chief Executive Officer at Evergreen Gavekal

Bellevue, WA, US
2
- evergreengavekal.com
- gmail.com
4
- +1 425-466-XXXX
- +1 425-467-XXXX
- +1 425-467-XXXX
- +1 907-274-XXXX
Jeff Dicks

Chief Investment Officer, Partner at Evergreen Gavekal

Bellevue, WA, US
2
- gmail.com
- evergreengavekal.com
3
- +1 206-909-XXXX
- +1 425-467-XXXX
- +1 317-289-XXXX
Sean Figueroa

Managing Director and Partner at Evergreen Gavekal

San Francisco, CA, US
1
- evergreengavekal.com
5+
- +1 415-489-XXXX
- +1 415-305-XXXX
- +1 415-305-XXXX
- +1 859-225-XXXX
- +1 415-489-XXXX
- +1 415-489-XXXX
David Hay

Chief Investment Officer and Principal at Evergreen Gavekal

Bellevue, WA, US
2
- evergreengavekal.com
- gmail.com
5+
- +1 352-895-XXXX
- +1 425-268-XXXX
- +1 425-451-XXXX
- +1 425-467-XXXX
- +1 425-467-XXXX
- +1 843-373-XXXX
Helene Fehler

Director at Evergreen Gavekal

McCall, ID, US
1
- evergreengavekal.com
2
- +1 425-396-XXXX
- +1 425-467-XXXX
Nicole Cary

Marketing at Evergreen Gavekal

Seattle, WA, US
3
- gmail.com
- evergreengavekal.com
- hightoweradvisors.com
5
- +1 415-845-XXXX
- +1 415-378-XXXX
- +1 425-502-XXXX
- +1 206-876-XXXX
- +1 360-733-XXXX
Tygue Howland

Business Development, Family Office and Private Wealth Management at Evergreen Gavekal

Portland, OR, US
2
- gmail.com
- evergreengavekal.com
3
- +1 503-725-XXXX
- +1 360-770-XXXX
- +1 360-856-XXXX
Chuck Baird

Senior Investment Operations Associate at Evergreen Gavekal

California, United States
2
- sbcglobal.net
- evergreengavekal.com
5+
- +1 925-586-XXXX
- +1 415-344-XXXX
- +1 925-476-XXXX
- +1 925-783-XXXX
- +1 925-933-XXXX
- +1 925-933-XXXX
Kaeli Creed

Wealth Consultant at Evergreen Gavekal

Bellevue, WA, US
1
- evergreengavekal.com
1
- +1 503-706-XXXX
Gherman Howell

Equity Portfolio Manager at Evergreen Gavekal

Bellevue, WA, US
2
- gmail.com
- evergreengavekal.com
1
- +1 425-478-XXXX
Sydney Ford

Client Service and Business Operations Manager at Evergreen Gavekal

Seattle, WA, US
1
- evergreengavekal.com
2
- +1 636-734-XXXX
- +1 314-540-XXXX

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