Lori B. Evans

Lori B. Evans

Gestore di Portafoglio-Azioni presso Eastern Bank (Investment Management)

Finance
Consumer Services

Profilo

Ms. Lori B.
Evans
is a Senior Vice President at Eastern Bank Corp.
She is responsible for managing client portfolios and developing new business in the South Shore and Cape regions.
She provides investment management, financial planning and fiduciary services for individuals, trusts and institutions.
She joined Eastern Bank Wealth Management in 2005, bringing with her over 20 years’ experience in the investment arena.
Prior to joining Eastern, Ms. Evans spent five years as a vice president and senior portfolio manager with Cape Cod Bank & Trust on the Cape and in Plymouth, as well as five years with the Private Clients Group at BankBoston as a senior portfolio manager.
Her tenure also includes positions with Smith Barney, DLJ, and Rockland Trust.
Ms. Evans holds a Bachelor of Science in Finance from Babson College, and is an alumnus of Worcester Academy.
She has been a Certified Financial Planner practitioner since 1991.

Posizioni attive di Lori B. Evans

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/01/2005
Tutte le posizioni attive di Lori B. Evans

Precedenti posizioni note di Lori B. Evans

SocietàPosizioneFine
Corporate Officer/Principal -
Smith Barney & Co., Inc. Corporate Officer/Principal -
Donaldson, Lufkin & Jenrette Securities Corp. Corporate Officer/Principal -
BankBoston Corp. Corporate Officer/Principal -
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Formazione di Lori B. Evans

Babson College Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

29

Relazioni di 1° grado

6

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private5

Finance

BankBoston Corp.

Finance

Smith Barney & Co., Inc.

Finance

Donaldson, Lufkin & Jenrette Securities Corp.

Finance

Finance

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