About Chuck
Chuck Baird joined Evergreen Gavekal as a Senior Analyst in July 2021, bringing more than two decades of experience in operations, client service, and investment management.
Prior to Evergreen Gavekal, Chuck was a Senior Investment Operations Analyst at Aperio Group, where he managed middle-office functions including portfolio account reconciliation and reporting, corporate actions, security master, valuations, and global trade settlement. Before that, he served as Director of Investments at Consilium Wealth Management and Vice President of Investments at Catalyst Financial Planning & Investment Management.
Chuck earned his Bachelor of Arts in English Literature from Saint Mary’s College of California.
In his spare time, Chuck enjoys traveling, outdoor photography, gardening, and food-related adventures.
Education & Qualifications
Saint Mary's College of California