Eric M. Evans, Cfa, Caia
AeroLeads people directory · profile

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

Private Wealth Advisor - Investments at FineMark National Bank & Trust
Location: Fort Myers, Florida, United States 8 work roles 1 school
1 work email found @finemarkbank.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email e****@finemarkbank.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
FineMark National Bank & Trust
Role
Private Wealth Advisor - Investments
Location
Fort Myers, Florida, United States
Company size
152 employees

Who is Eric M. Evans, Cfa, Caia? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Eric M. Evans, Cfa, Caia is listed as Private Wealth Advisor - Investments at FineMark National Bank & Trust, a company with 152 employees, based in Fort Myers, Florida, United States. AeroLeads shows a work email signal at finemarkbank.com and a matched LinkedIn profile for Eric M. Evans, Cfa, Caia.

Eric M. Evans, Cfa, Caia previously worked as Wealth Regional Portfolio Manager at Bb&T and Regional Portfolio Manager at Blackrock. Eric M. Evans, Cfa, Caia holds Bachelor’S Degree, Finance, General from University Of Iowa.

Company email context

Email format at FineMark National Bank & Trust

This section adds company-level context without repeating Eric M. Evans, Cfa, Caia's masked contact details.

*@finemarkbank.com
71% confidence

AeroLeads found 1 current-domain work email signal for Eric M. Evans, Cfa, Caia. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

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.

Listed skills include Asset Management, Portfolio Management, Investments, Asset Allocation, and 4 others.

Current workplace

Eric M. Evans, Cfa, Caia's current company

Company context helps verify the profile and gives searchers a useful next step.

FineMark National Bank & Trust
Finemark National Bank & Trust
Private Wealth Advisor - Investments
fort myers, florida, united states
Website
finemarkbank.com
Employees
152
AeroLeads page
Company profile
View company profile Email format
8 roles

Eric M. Evans, Cfa, Caia work experience

A career timeline built from the work history available for this profile.

Wealth Regional Portfolio Manager

Bb&T

Sarasota, Florida Area

Oct 2017 - Jul 2020

Regional Portfolio Manager

Blackrock

Charlotte, North Carolina Area

Oct 2005 - Feb 2017

Financial Advisor

Merrill Lynch

Charlotte, North Carolina Area

Mar 2003 - Oct 2005

North Carolina Investment Executive

Bank Of America

Charlotte, North Carolina Area

Oct 2000 - Mar 2003

Senior Portfolio Manager

Bank Of America

Charlotte, North Carolina Area

Apr 1998 - Oct 2000

Senior Portfolio Manager/Team Leader

Wells Fargo

Greater Los Angeles Area

Jul 1990 - Mar 1998
Team & coworkers

Colleagues at FineMark National Bank & Trust

Other employees you can reach at finemarkbank.com. View company contacts for 152 employees →

ED Evelio Diaz Evelio Diaz Colleague at Finemark National Bank & TrustFort Myers, Florida, United States, United States View → CS Carl Spackler Carl Spackler Colleague at Finemark National Bank & TrustFort Myers, Florida, United States, United States View → DS Daniel Sojo, Cfa, Caia Daniel Sojo, Cfa, Caia Colleague at Finemark National Bank & TrustPalm Beach Gardens, Florida, United States, United States View → BF Barbara Ferrara Barbara Ferrara Colleague at Finemark National Bank & TrustScottsdale, Arizona, United States, United States View → JN Julian Neris Julian Neris Colleague at Finemark National Bank & TrustFort Myers, Florida, United States, United States View → JK Julia Knierim Julia Knierim Colleague at Finemark National Bank & TrustGlendale, Arizona, United States, United States View → NC Nicholas Catti Nicholas Catti Colleague at Finemark National Bank & TrustFort Myers, Florida, United States, United States View → JC Juliana Cheeseman Juliana Cheeseman Colleague at Finemark National Bank & TrustLehigh Acres, Florida, United States, United States View → LS Lauren Simon Lauren Simon Colleague at Finemark National Bank & TrustEstero, Florida, United States, United States View → KT Kenneth Thomas, Cfa, Cfp® Kenneth Thomas, Cfa, Cfp® Colleague at Finemark National Bank & TrustNaples, Florida, United States, United States View →
1 education record

Eric M. Evans, Cfa, Caia education

FAQ

Frequently asked questions about Eric M. Evans, Cfa, Caia

Quick answers generated from the profile data available on this page.

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 FineMark National Bank & Trust?

Eric M. Evans, Cfa, Caia is listed as Private Wealth Advisor - Investments at FineMark National Bank & Trust.

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

AeroLeads has found 1 work email signal at @finemarkbank.com for Eric M. Evans, Cfa, Caia at FineMark National Bank & Trust.

Where is Eric M. Evans, Cfa, Caia based?

Eric M. Evans, Cfa, Caia is based in Fort Myers, Florida, United States while working with FineMark National Bank & Trust.

What companies has Eric M. Evans, Cfa, Caia worked for?

Eric M. Evans, Cfa, Caia has worked for Finemark National Bank & Trust, Bb&T, Blackrock, Merrill Lynch, and Bank Of America.

Who are Eric M. Evans, Cfa, Caia's colleagues at FineMark National Bank & Trust?

Eric M. Evans, Cfa, Caia's colleagues at FineMark National Bank & Trust include Evelio Diaz, Carl Spackler, Daniel Sojo, Cfa, Caia, Barbara Ferrara, and Julian Neris.

How can I contact Eric M. Evans, Cfa, Caia?

You can use AeroLeads to view verified contact signals for Eric M. Evans, Cfa, Caia at FineMark National Bank & Trust, including work email, phone, and LinkedIn data when available.

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

Eric M. Evans, Cfa, Caia holds Bachelor’S Degree, Finance, General from University Of Iowa.

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

Eric M. Evans, Cfa, Caia is listed with skills including Asset Management, Portfolio Management, Investments, Asset Allocation, Financial Advisory, Management, Equities, and Fixed Income.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.