Eddie Chavez

Eddie Chavez Email and Phone Number

Senior Portfolio Manager at US Bank @ U.S. Bank
minneapolis, minnesota, united states
Eddie Chavez's Location
Beverly Hills, California, United States, United States
Eddie Chavez's Contact Details

Eddie Chavez personal email

About Eddie Chavez

Eddie Chavez is a Senior Portfolio Manager at US Bank at U.S. Bank. He possess expertise in asset allocation, asset management, equities, bloomberg, financial services and 12 more skills.

Eddie Chavez's Current Company Details
U.S. Bank

U.S. Bank

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Senior Portfolio Manager at US Bank
minneapolis, minnesota, united states
Website:
usbank.com
Employees:
59540
Eddie Chavez Work Experience Details
  • U.S. Bank
    Senior Portfolio Manager
    U.S. Bank Jun 2023 - Present
    Beverly Hills, California, United States
    View
  • Highmark Capital Management
    Portfolio Manager
    Highmark Capital Management Apr 2016 - Mar 2024
    Beverly Hills
  • Northern Trust Corporation
    Associate Portfolio Manager
    Northern Trust Corporation May 2013 - Mar 2016
    Pasadena
    I assist my clients in understanding the role of their assets while bringing in perspective the liabilities they wish to fulfill. Utilizing life driven wealth management to incorporate liquidity events, evolving family dynamics, while providing guidance needed to strategically plan for the long term.
    View
  • Northern Trust
    Investment Associate
    Northern Trust Feb 2006 - May 2013
    San Francisco Bay Area
    Manage client relationships and executes transactions with clients providing comprehensive investment consulting and financial/strategic planning services to business owners, multi-generation families and high net worth individuals.Responsible for developing investment solutions for clients based upon their specific investment objectives.
    View
  • Union Bank
    Management Program - Financial Services Officer
    Union Bank Feb 2005 - Feb 2006
    San Francisco Bay Area
    View

Eddie Chavez Skills

Asset Allocation Asset Management Equities Bloomberg Financial Services Fixed Income Investments Mutual Funds Wealth Management Alternative Investments Banking Financial Analysis High Net Worth Individuals Investment Advisory Investment Management Portfolio Management Securities

Eddie Chavez Education Details

Frequently Asked Questions about Eddie Chavez

What company does Eddie Chavez work for?

Eddie Chavez works for U.s. Bank

What is Eddie Chavez's role at the current company?

Eddie Chavez's current role is Senior Portfolio Manager at US Bank.

What is Eddie Chavez's email address?

Eddie Chavez's email address is ch****@****ail.com

What schools did Eddie Chavez attend?

Eddie Chavez attended California State University-Fresno.

What skills is Eddie Chavez known for?

Eddie Chavez has skills like Asset Allocation, Asset Management, Equities, Bloomberg, Financial Services, Fixed Income, Investments, Mutual Funds, Wealth Management, Alternative Investments, Banking, Financial Analysis.

Who are Eddie Chavez's colleagues?

Eddie Chavez's colleagues are Hhugoi Ijiih, Katie Rodden, Arturo Pérez, Arber Minxhozi, Cliff Hemmert, Arit Anderson, Avery Ward.

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