Chuck Baird

Mr. Charles M.
Baird is a Senior Analyst at Evergreen Capital Management LLC.
He joined the firm 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, he was Director of Investments at Consilium Wealth Management and prior to that, Vice President of Investments at Catalyst Financial Planning & Investment Management.
He received a Bachelor of Arts degree in English Literature from Saint Mary’s College of California.