Kristin Evans

Kristin Evans Email and Phone Number

Wealth Advisor and Trust Officer
Kristin Evans's Location
Urbandale, Iowa, United States, United States
Kristin Evans's Contact Details

Kristin Evans personal email

About Kristin Evans

Kristin Evans is a Wealth Advisor and Trust Officer.

Kristin Evans's Current Company Details

Wealth Advisor and Trust Officer
Kristin Evans Work Experience Details
  • Raymond James
    Investment Professional
    Raymond James Aug 2020 - Sep 2023
    Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Silversage Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.
  • Silversage Advisors
    Investment Portfolio Associate
    Silversage Advisors Mar 2016 - Sep 2023
    Irvine, Ca
    * Primarily responsible for researching and trading model portfolios* Leads Silversage Investment Committee* Series 7 and Series 66 holder
  • Family Office In Orange County, Ca
    Portfolio Manager/Trader/Analyst
    Family Office In Orange County, Ca May 2012 - Nov 2014
    Fullerton, Ca
    *Managed portfolios for a family office investment fund comprised of corporate and foundation accounts with $150 million assets under management *Analyzed, presented and implemented trade ideas in equities and commodities primarily expressed through option strategies
  • Stark Investments
    Global Macro Trader
    Stark Investments Nov 2005 - Jan 2012
    Greater Milwaukee Area
    *Trader for the global macro team primarily focused on sector/country ETFs and index options*Generated trade ideas in ETF, index and single-name equity areas*Originally worked with the risk arbitrage/event team and continued to provide them with support on pending transactions *Leveraged vast network of sell-side contacts to provide access to relevant research ranging from quantitative studies to sector-specific analysis*Member of the Best Execution Committee which utilized a third party TCA system (GT Analytics) to measure market impact on trades implemented by the various trading desks
  • Dewaay Capital Management
    Administrator
    Dewaay Capital Management Feb 2005 - Oct 2005
    West Des Moines, Iowa
    *Provided administrative and various other duties for a private client office in West Des Moines, IA *Instrumental in writing applications for State of Iowa Economic Development grants to expand the company’s operations
  • Egm Capital Llc
    Senior Trader
    Egm Capital Llc Mar 2001 - Jul 2004
    San Francisco Bay Area
    *Senior Trader for small-cap long-short equity fund, large-cap technology long-short equity fund, biotech long-short equity fund and small-cap long-only fund*Additional experience trading convertible bonds, commodities and related instruments*Supervised up to four staff, including their hiring, trading and review
  • Wentworth, Hauser And Violich
    Vice President, Equity Trading
    Wentworth, Hauser And Violich Jun 1997 - Mar 2001
    San Francisco Bay Area
    *Senior Equity Trader responsible for trading $1.6+ billion in large- and small-cap institutional assets *Organized and implemented small-cap wrap program with assets from five major brokerage firms. *Maintained soft dollar budget*Provided research and analysis prior to the firm’s participation in IPOs, secondary offerings and private placements (PIPES)
  • Marshall And Sullivan, Inc.
    Portfolio Supervisor
    Marshall And Sullivan, Inc. Mar 1993 - Jun 1997
    Seattle, Wa
    *Responsible for trading over $370 million in equity and fixed income assets for 660 separate accounts*Responsibilities also included account maintenance and reconciliation
  • The Mitsubishi Bank, Ltd.
    Economic Research Associate
    The Mitsubishi Bank, Ltd. Nov 1990 - Jan 1992
    Greater New York City Area
    *Analyzed the content and impact of Congressional activity concerning banking, budget and foreign trade issues for inclusion in a daily company memo distributed to bank trading floor and senior management*Responsible for the research and writing of papers on trade topics such as GATT, US-Japan Structural Impediments Initiative Trade Talks and China’s MFN trade status

Kristin Evans Skills

Equities Options Trading Hedge Funds Equity Trading Derivatives Risk Management Etfs Bloomberg Commodity Mutual Funds Global Macro Electronic Trading Equity Derivatives Portfolio Management Commodity Markets Investments Futures Trading Index Options Alternative Investments Trade Claims Cds Microsoft Excel Advent Axys And Moxy Fixed Income Bonds Trading Strategies Asset Management Capital Markets Finra Securities Volatility Valuation Dark Pools Alternative Trading Systems Ecn Regulatory Compliance Family Office Finance Currency

Kristin Evans Education Details

Frequently Asked Questions about Kristin Evans

What is Kristin Evans's role at the current company?

Kristin Evans's current role is Wealth Advisor and Trust Officer.

What is Kristin Evans's email address?

Kristin Evans's email address is ke****@****ors.com

What schools did Kristin Evans attend?

Kristin Evans attended University Of Iowa, Nanzan University, Middlebury College Summer Language School.

What skills is Kristin Evans known for?

Kristin Evans has skills like Equities, Options, Trading, Hedge Funds, Equity Trading, Derivatives, Risk Management, Etfs, Bloomberg, Commodity, Mutual Funds, Global Macro.

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