Chuck Baird

Senior Investment Operations Associate at Evergreen GaveKal - Bellevue, WA, US

Chuck Baird's Colleagues at Evergreen GaveKal
Quinn Sterling

Client Relationship Manager

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Jeff Otis

Partner

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Wyatt Hay

Chief Compliance Officer

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Jonathan Fulcher

Senior Analyst

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Jeffrey Eulberg

Dir. of Wealth Management

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Jeff Dicks

Managing Director, Investments, Partner

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Kaeli Kaainoa

Marketing Coordinator

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Chuck Baird's Contact Details
Email (Verified)
***@evergreengavekal.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
425-467-4600
Location
Company
Evergreen GaveKal
Chuck Baird's Company Details
Evergreen GaveKal logo, Evergreen GaveKal contact details

Evergreen GaveKal

Bellevue, WA, US • 20 - 49 Employees
Financial Services

Evergreen Gavekal is an independent registered investment advisor (RIA) serving high-net-worth individuals, families, and endowments.INTEGRATED WEALTH PLANNING: Combining financial planning and custom portfolio management helps clients more effectively meet their financial goals.DYNAMIC INVESTMENT STRATEGIES: We don't just rebalance you, we seize market opportunities.ADVANCED DATA ANALYTICS: Our process allows us to analyze and measure changes in investor behavior.PROPRIETARY INSTITUTIONAL RESEARCH: Clients benefit from access to one of the industry's leading institutional research providers, used by prominent financial institutions in the world.EXPERIENCED WEALTH MANAGEMENT: Our sole pursuit is to act in the best interest of our clients. We invest capital based on the application of fundamental research, evidence-based principles, and risk management. We also believe in an integrated approach to wealth management.https://www.evergreengavekal.com/about

Wealth Management Financial Planning Retirement Planning College Planning Asset Management Financial Services Financial Advisory Services Investment Banking Asset Management Finance
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Frequently Asked Questions about Chuck Baird
Chuck Baird currently works for Evergreen Gavekal.
Chuck Baird's role at Evergreen Gavekal is Senior Investment Operations Associate.
Chuck Baird's email address is ***@evergreengavekal.com. To view Chuck Baird's full email address, please signup to ConnectPlex.
Chuck Baird works in the Financial Services industry.
Chuck Baird's colleagues at Evergreen GaveKal are Quinn Sterling, Jeff Otis, Wyatt Hay, Jonathan Fulcher, Jeffrey Eulberg, Jeff Dicks, Kaeli Kaainoa and others.
Chuck Baird's phone number is ["(251) 622-5568"]
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