About Chuck
Chuck joined Evergreen Gavekal as a Senior Analyst in July 2021 bringing with him more than two decades of operations, client service and investment management experience.
Prior to joining Evergreen Gavekal, he was a Senior Investment Operations Analyst with Aperio Group responsible for middle-office functions including portfolio account reconciliation and reporting, corporate actions, security master, valuations, and global trade settlement. Before Aperio, Chuck was Director of Investments at Consilium Wealth Management and prior to that, Vice President of Investments at Catalyst Financial Planning & Investment Management.
Chuck received a Bachelor of Arts degree in English Literature from Saint Mary’s College of California. In his spare time enjoys fermenting, brewing, grilling and other food-related adventures.
Education & Qualifications
No education information available.
Professional Affiliations
No affiliation information available.
Recent Articles & Insights from Chuck
Market Volatility and Investment Strategies for 2024
An in-depth analysis of current market conditions and strategic approaches to portfolio management in uncertain times.
The Rise of ESG Investing: Opportunities and Challenges
Exploring the growing importance of Environmental, Social, and Governance factors in modern investment decisions.
Technology Sector Outlook: AI and Innovation Trends
A comprehensive look at emerging technologies and their potential impact on investment portfolios and market dynamics.
Global Economic Trends and Their Investment Implications
Understanding macroeconomic indicators and their influence on asset allocation and investment strategy.