Chuck Baird

Senior Analyst at Evergreen Gavekal

Chuck Baird is currently serving as a Senior Investment Operations Associate at Evergreen Gavekal. With extensive experience in the financial industry, Chuck has held various roles such as Director of Investments at Consilium Wealth Management and Vice President of Investments at Catalyst Financial Planning & Investment Management. Additionally, Chuck has a background in data management and operations, having worked as a Team Leader at Advent Software and Manager of Portfolio Services Group at AssetMark Investment Services. Chuck holds a BA in English Literature from Saint Mary's College of California.

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  • Senior Analyst

    Current role