Chuck Baird Email and Phone Number
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Chuck Baird is a Senior Investment Operations Associate at Evergreen Gavekal LLC at Evergreen Gavekal. He possess expertise in asset allocation, mutual funds, wealth management, investment strategies, portfolio management and 12 more skills.
Evergreen Gavekal
View- Website:
- evergreengavekal.com
- Employees:
- 27
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Senior Investment Operations AssociateEvergreen Gavekal Jul 2021 - PresentSan Francisco, California, United States
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Senior Investment Operations AnalystAperio Group, Llc Nov 2016 - Jul 2021 -
Director Of InvestmentsConsilium Wealth Management, Llc Dec 2013 - Oct 2016San Francisco Bay Area
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Vice President, InvestmentsCatalyst Financial Planning & Investment Management, Corp. Mar 2006 - Mar 2013Walnut Creek, CaOversee and execute all trading and investment research for boutique wealth management firm with regulated AUM in excess of $190 million.Design, optimize and maintain asset allocation models using future expected risk and return assumptions.Implement portfolio allocations in accordance with Investment Policy Statements using selected actively managed no-load mutual funds and/or separate account managers.
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Director Of OperationsCatalyst Financial Planning & Investment Management Corp. Sep 2004 - Mar 2006Oakland, CaResponsible for all operational aspects of a $150mm RIA, daily data management in PortfolioCenter portfolio management system, monthly billing, quarterly client performance reporting, firm-wide composite performance reporting, enhancement of internal and client-facing reports, and CRM conversion to Junxure.
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Team Leader - Data Management, Advent Back Office ServicesAdvent Software Oct 2002 - Sep 2004San Francisco, CaLed and coached two Senior Data Analysts, three Data Analysts, and Operations Specialist responsible for full spectrum of daily data management for 55+ clients including investment managers, broker/dealers, hedge funds, and RIAs, with total AUM exceeding $7 billion using Advent’s Axys software for portfolio management and accounting back office solution.. Developed data management tools and significantly decreased amount of time necessary for team to manage and secure data environment. -
Manager, Portfolio Services GroupAssetmark Investment Services 1999 - 2002Pleasant Hill, CaDesigned, implemented and maintained necessary infrastructure in new business unit to administer and grow mutual fund, variable annuity and separate account wrap programs from $800 million to $2 billion in assets under management. Managed and developed ten-member back office team responsible for daily reconciliation, trading, and maintenance of more than 15,000 wrap accounts. Ensured timely and flawless implementation of asset allocation changes to manager models (i.e., Goldman Sachs, Standard & Poors, Litman/Gregory), including fund availability, manager commentary, and trade execution.
Chuck Baird Skills
Chuck Baird Education Details
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English Literature
Frequently Asked Questions about Chuck Baird
What company does Chuck Baird work for?
Chuck Baird works for Evergreen Gavekal
What is Chuck Baird's role at the current company?
Chuck Baird's current role is Senior Investment Operations Associate at Evergreen Gavekal LLC.
What is Chuck Baird's email address?
Chuck Baird's email address is cb****@****oup.com
What is Chuck Baird's direct phone number?
Chuck Baird's direct phone number is +192558*****
What schools did Chuck Baird attend?
Chuck Baird attended Saint Mary's College Of California.
What skills is Chuck Baird known for?
Chuck Baird has skills like Asset Allocation, Mutual Funds, Wealth Management, Investment Strategies, Portfolio Management, Investments, Investment Advisory, Investment Management, Retirement Planning, Asset Management, Alternative Investments, Retirement.
Who are Chuck Baird's colleagues?
Chuck Baird's colleagues are Melissa Hilty, Christina Rondepierre, Adam Hay, Helene Fehler, David Hay, Jeff Otis, Tom Eulberg, Cfp®, Iaccp®.
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Chuck Baird MS, EFO, NRP
Asst. Chief(Public Safety Trainer 4)Georgia Fire Academysupervisor, Administrative TrainingSocial Circle, Ga2maas911.com, cobbcounty.org -
1yahoo.com2 +164152XXXXX
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3noblecorp.com, yourlink.net, bairdmedia.com2 +132145XXXXX
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Chuck Baird
Ketchikan, Ak
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