Russell Douglas Evans
Amministratore Delegato presso Avitas Wealth Management LLC
Profilo
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.
Posizioni attive di Russell Douglas Evans
| Società | Posizione | Inizio |
|---|---|---|
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. | Amministratore Delegato | 01/12/2017 |
Precedenti posizioni note di Russell Douglas Evans
| Società | Posizione | Fine |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 31/01/2009 |
Formazione di Russell Douglas Evans
| Chapman University | Undergraduate Degree |
| The University of Colorado | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
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 |
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