Amy L. Evans Email & Phone Number

Naples, Florida Area

• Review asset allocation and assess client needs to ensure portfolios are invested in accordance with each client’s goals and risk tolerance on an ongoing basis.• Delegate client needs and requests to the appropriate staff.• Review quarterly reports and performance. • Support new business development activities and promotions. • Review the firm's services and investment philosophy with prospective clients.

Newport, Ri

Newport, Ri

Newport, Ri

Newport, Ri

• Responsible for daily processing of trade executions and appropriate follow up.• Maintain client portfolio data records and trading documentation in compliance with the firm’s guidelines and regulatory requirements.• Work closely with the head trader, custodians and client relationship managers as appropriate.

Newport, Ri