Eric M. Evans, Cfa, Caia

Eric M. Evans, Cfa, Caia Email and Phone Number

Senior Vice President, Private Wealth Advisor - Investments at FineMark National Bank & Trust @ FineMark National Bank & Trust
fort myers, florida, united states
Eric M. Evans, Cfa, Caia's Location
Fort Myers, Florida, United States, United States
Eric M. Evans, Cfa, Caia's Contact Details

Eric M. Evans, Cfa, Caia work email

Eric M. Evans, Cfa, Caia personal email

n/a
About Eric M. Evans, Cfa, Caia

Accomplished, highly analytical investment professional with extensive experience delivering customized investment solutions to high-net worth and institutional clients. Proven expertise researching investments, managing multi-asset portfolios and designing strategic and tactical asset allocation strategies across a broad range of financial products. Demonstrated track record of growing the business, client retention and staff development. Excellent communication, relationship management and strategic thinking skills.

Eric M. Evans, Cfa, Caia's Current Company Details
FineMark National Bank & Trust

Finemark National Bank & Trust

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Senior Vice President, Private Wealth Advisor - Investments at FineMark National Bank & Trust
fort myers, florida, united states
Website:
finemarkbank.com
Employees:
152
Eric M. Evans, Cfa, Caia Work Experience Details
  • Finemark National Bank & Trust
    Private Wealth Advisor - Investments
    Finemark National Bank & Trust Feb 2021 - Present
    Fort Myers, Florida, United States
    View
  • Bb&T
    Wealth Regional Portfolio Manager
    Bb&T Oct 2017 - Jul 2020
    Sarasota, Florida Area
    View
  • Blackrock
    Regional Portfolio Manager
    Blackrock Oct 2005 - Feb 2017
    Charlotte, North Carolina Area
    View
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Mar 2003 - Oct 2005
    Charlotte, North Carolina Area
    View
  • Bank Of America
    North Carolina Investment Executive
    Bank Of America Oct 2000 - Mar 2003
    Charlotte, North Carolina Area
    View
  • Bank Of America
    Senior Portfolio Manager
    Bank Of America Apr 1998 - Oct 2000
    Charlotte, North Carolina Area
    View
  • Wells Fargo
    Senior Portfolio Manager/Team Leader
    Wells Fargo Jul 1990 - Mar 1998
    Greater Los Angeles Area
    View
  • 82Nd Airborne Division, U.S. Army
    Infantry Squad Leader
    82Nd Airborne Division, U.S. Army Oct 1984 - Dec 1987
    Fort Bragg, North Carolina
    View

Eric M. Evans, Cfa, Caia Skills

Asset Management Portfolio Management Investments Asset Allocation Financial Advisory Management Equities Fixed Income

Eric M. Evans, Cfa, Caia Education Details

Frequently Asked Questions about Eric M. Evans, Cfa, Caia

What company does Eric M. Evans, Cfa, Caia work for?

Eric M. Evans, Cfa, Caia works for Finemark National Bank & Trust

What is Eric M. Evans, Cfa, Caia's role at the current company?

Eric M. Evans, Cfa, Caia's current role is Senior Vice President, Private Wealth Advisor - Investments at FineMark National Bank & Trust.

What is Eric M. Evans, Cfa, Caia's email address?

Eric M. Evans, Cfa, Caia's email address is ee****@****bbt.com

What schools did Eric M. Evans, Cfa, Caia attend?

Eric M. Evans, Cfa, Caia attended University Of Iowa.

What skills is Eric M. Evans, Cfa, Caia known for?

Eric M. Evans, Cfa, Caia has skills like Asset Management, Portfolio Management, Investments, Asset Allocation, Financial Advisory, Management, Equities, Fixed Income.

Who are Eric M. Evans, Cfa, Caia's colleagues?

Eric M. Evans, Cfa, Caia's colleagues are Davis P., Patty Luppy, Ceil Cooley, Carol Osterhout, Aji Viji, Candi Roberts, Michael Drohan.

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