Chuck Baird Email & Phone Number
Senior Investment Operations Associate @ Evergreen Gavekal
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Chuck Baird Location
- California, United States
Chuck Baird Work
- 2021 -now Senior Investment Operations Associate @
- 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 @
- 1999 -2002 Manager, Portfolio Services Group @ AssetMark Investment Services
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, 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.
Looking for a different Chuck Baird?
Find contact details for 700 million professionals.
Others Named Chuck Baird
Chuck Baird
Senior Investment Operations Associate
California, United States
Chuck Baird
Director, Corporate Business Development
Ketchikan, AK, US
Charles Baird
Vice President, Advisory Services
Pittsburgh, PA, US
Top Evergreen Gavekal Employees
Jeff Otis
Director of Private Wealth, Partner
Woodinville, WA, US
Christopher Dankworth
Managing Director and Partner at Evergreen GaveKal
San Francisco, CA, US
Chuck Baird
Senior Investment Operations Associate
California, United States
Adam Hay
Head of Content and Creative Strategy
South Carolina, United States
Jeff Dicks
Chief Investment Officer, Partner
Bellevue, WA, US
Tom Eulberg
Director of Compliance
Woodinville, WA, US
Kaeli Creed
Director of Advisory Services
Bellevue, WA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co