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Russell Douglas Evans
Vorstandsvorsitzender bei Avitas Wealth Management LLC
Profil
Mr. Russell D.
Evans is a Managing Principal & Chief Investment Officer at Avitas Wealth Management LLC.
He got his start in this industry as a consultant at Merrill Lynch vetting money managers and writing Investment Policy Statements.
At the same time, he crafted his own investment strategy and began managing portions of clients’ portfolios.
He received his undergraduate degree from Chapman University and an MBA from The University of Colorado.
Aktive Positionen von Russell Douglas Evans
Unternehmen | Position | Beginn |
---|---|---|
Avitas Wealth Management LLC
![]() Avitas Wealth Management LLC Investment ManagersFinance Avitas Wealth Management LLC (Avitas Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded in 2017 and is principally owned by The Evans Family Trust, The Gerst Family Trust, The Satz 1993 Trust and Jones Taslitz Living Trust. Avitas Wealth offers comprehensive financial advice, wealth organization, and financial/retirement planning to select multigenerational families. | Vorstandsvorsitzender | 01.12.2017 |
Ehemalige bekannte Positionen von Russell Douglas Evans
Unternehmen | Position | Ende |
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Merrill Lynch Private Client Group
![]() Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Portfolio Manager-Aktien | 31.01.2009 |
Ausbildung von Russell Douglas Evans
Chapman University | Undergraduate Degree |
The University of Colorado | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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Merrill Lynch Private Client Group
![]() Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Finance |
Avitas Wealth Management LLC
![]() Avitas Wealth Management LLC Investment ManagersFinance Avitas Wealth Management LLC (Avitas Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded in 2017 and is principally owned by The Evans Family Trust, The Gerst Family Trust, The Satz 1993 Trust and Jones Taslitz Living Trust. Avitas Wealth offers comprehensive financial advice, wealth organization, and financial/retirement planning to select multigenerational families. | Finance |