Evergreen Asset Management
Industry: Company
DescriptionFounded: 1984 Parent organizations: Wells Fargo, Wells Fargo Bank, National Association
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Evergreen Asset Management Employees
Employee
Years
Job
Industry
J.P. Weaver , CFA J.P. Weaver , CFA's Evergreen Asset Management Experience April 1993 - April 2002
Job Sr. Fixed Income Portfolio Manager at McGlinn Capital Management
Industry Investment Management
Experience
McGlinn Capital Management April 2002 - Present
Evergreen Asset Management April 1993 - April 2002
One Federal Asset Management September 1986 - April 1993
Skills
Hedge Funds, Alternative Investments, Bloomberg, Investments, Equities, Securities, Series 7, Capital Markets, Mutual Funds, Derivatives, Financial Modeling, Trading, Asset Management, Fixed Income, Portfolio Management, Asset Allocation, Investment Management, Bonds
Education
Kenyon College 1978 — 1982
Bachelor of Arts (BA), History
McGlinn Capital Management April 2002 - Present
Evergreen Asset Management April 1993 - April 2002
One Federal Asset Management September 1986 - April 1993
Skills
Hedge Funds, Alternative Investments, Bloomberg, Investments, Equities, Securities, Series 7, Capital Markets, Mutual Funds, Derivatives, Financial Modeling, Trading, Asset Management, Fixed Income, Portfolio Management, Asset Allocation, Investment Management, Bonds
Education
Kenyon College 1978 — 1982
Bachelor of Arts (BA), History
Charles Vance Charles Vance's Evergreen Asset Management Experience May 2006 - February 2010
Job Portfolio Management/Analyst at Novare Capital Management Private Wealth Management & Planning for Successful Families
Industry Investment Management
Experience
Novare Capital Management March 2015 - Present
Lowe’s Companies, Inc. November 2012 - November 2014
Cane Consulting February 2010 - November 2012
Evergreen Asset Management May 2006 - February 2010
Evergreen Asset Management February 2006 - April 2006
Evergreen Asset Management December 2001 - November 2005
First Union National Bank February 1995 - March 2001
Education
Appalachian State University 1992 — 1994
Master of Science, Accounting
Appalachian State University 1990 — 1992
Bachelor of Science in Business Administration, Finance
Appalachian State University 1982 — 1987
Bachelor of Science in Business Administration, Management
Novare Capital Management March 2015 - Present
Lowe’s Companies, Inc. November 2012 - November 2014
Cane Consulting February 2010 - November 2012
Evergreen Asset Management May 2006 - February 2010
Evergreen Asset Management February 2006 - April 2006
Evergreen Asset Management December 2001 - November 2005
First Union National Bank February 1995 - March 2001
Education
Appalachian State University 1992 — 1994
Master of Science, Accounting
Appalachian State University 1990 — 1992
Bachelor of Science in Business Administration, Finance
Appalachian State University 1982 — 1987
Bachelor of Science in Business Administration, Management
Edwin Miska Edwin Miska's Evergreen Asset Management Experience August 1986 - December 2001
Job Director of Equities at First Investors Management Co.
Industry Investment Management
Experience
First Investors Management Co. April 2002 - Present
Lieber & co./ The Evergreen Funds 1986 - 2002
Evergreen Asset Management August 1986 - December 2001
Skills
Retirement Planning, Investments, Mutual Funds, Series 7
Education
Boston University 1980 — 1984
First Investors Management Co. April 2002 - Present
Lieber & co./ The Evergreen Funds 1986 - 2002
Evergreen Asset Management August 1986 - December 2001
Skills
Retirement Planning, Investments, Mutual Funds, Series 7
Education
Boston University 1980 — 1984
Lawrence J. Littler III Lawrence J. Littler III's Evergreen Asset Management Experience May 1996 - September 1999
Job Piedmont Capital Distributors
Industry Financial Services
Experience
Piedmont Capital Distributors, LLC June 2014 - Present
Realty Capital Securities August 2011 - February 2012
John Hancock Financial Services March 2000 - October 2010
SunAmerica Financial Group September 1999 - March 2000
Evergreen Asset Management May 1996 - September 1999
Wood Logan Associates ( A Manulife Financial Corporation) July 1990 - May 1996
Wood Logan Associates May 1989 - July 1990
Wood Logan Associates November 1987 - May 1989
Skills
Securities, Wealth Management, Fixed Annuities, Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Series 63, Retirement, Fusion Group..., Graduate of "Strategic..., Series 6, Series 65,..., Variable Annuities, Financial Services, Life Insurance, Separately Managed..., 529 Plans, Asset Management, Series 65, 401k, yacht Racing, FINRA, ETFs, Series 24, Series 6, Portfolio Management, Investment Strategies, Investment Management, Investment Advisory, Investments, Financial Advisory, Estate Planning, Finance, Financial Planners, Strategic Financial..., Insurance, Management, Sales, Marketing, Equities, Relationship Management, Fixed Income, Risk Management, Financial Analysis, Start-ups, Leadership, Consulting, Financial Planning
Education
Manhattanville College 1983 — 1987
Bachelor of Science (BS), Political Economy
Piedmont Capital Distributors, LLC June 2014 - Present
Realty Capital Securities August 2011 - February 2012
John Hancock Financial Services March 2000 - October 2010
SunAmerica Financial Group September 1999 - March 2000
Evergreen Asset Management May 1996 - September 1999
Wood Logan Associates ( A Manulife Financial Corporation) July 1990 - May 1996
Wood Logan Associates May 1989 - July 1990
Wood Logan Associates November 1987 - May 1989
Skills
Securities, Wealth Management, Fixed Annuities, Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Series 63, Retirement, Fusion Group..., Graduate of "Strategic..., Series 6, Series 65,..., Variable Annuities, Financial Services, Life Insurance, Separately Managed..., 529 Plans, Asset Management, Series 65, 401k, yacht Racing, FINRA, ETFs, Series 24, Series 6, Portfolio Management, Investment Strategies, Investment Management, Investment Advisory, Investments, Financial Advisory, Estate Planning, Finance, Financial Planners, Strategic Financial..., Insurance, Management, Sales, Marketing, Equities, Relationship Management, Fixed Income, Risk Management, Financial Analysis, Start-ups, Leadership, Consulting, Financial Planning
Education
Manhattanville College 1983 — 1987
Bachelor of Science (BS), Political Economy
Marc Halle Marc Halle's Evergreen Asset Management Experience 1994 - 1998
Job Managing Director at Prudential Financial
Industry Financial Services
Experience
Prudential Financial 1999 - Present
Alpine Management & Research 1997 - 1999
Evergreen Asset Management 1994 - 1998
Skills
Investments, Series 7, Asset Management, Asset Managment, Valuation, Equities, Portfolio Management, Capital Markets, Securities, Real Estate, Alternative Investments, Hedge Funds
Education
Tufts University 1980 — 1984
Bachelor of Science (BS), Engineering
NYU Stern School of Business
MBA, Finance, General
Prudential Financial 1999 - Present
Alpine Management & Research 1997 - 1999
Evergreen Asset Management 1994 - 1998
Skills
Investments, Series 7, Asset Management, Asset Managment, Valuation, Equities, Portfolio Management, Capital Markets, Securities, Real Estate, Alternative Investments, Hedge Funds
Education
Tufts University 1980 — 1984
Bachelor of Science (BS), Engineering
NYU Stern School of Business
MBA, Finance, General
Martha Freitag, CFA's Evergreen Asset Management Experience 1987 - 1996
Job Consultant; Life Sciences & Financial Services
Industry Management Consulting
Experience
Martha E. Freitag Consulting, LLC August 2009 - Present
Argus Research 2005 - August 2009
Pfizer 1996 - 2005
Evergreen Asset Management 1987 - 1996
Skills
Financial Analysis, Pharmaceutical Industry, Market Research, Due Diligence, Strategic Planning, Segmentation, Biotechnology, Analytics, Forecasting, Strategic Financial..., Global Marketing, Equity Research, Market Analysis, Strategy, Marketing Research, Quantitative Research, Analysis, Marketing
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Lawrence University
Bachelor of Music, Organ Major; Piano Minor
University of North Carolina at Chapel Hill
MA, Musicology
Martha E. Freitag Consulting, LLC August 2009 - Present
Argus Research 2005 - August 2009
Pfizer 1996 - 2005
Evergreen Asset Management 1987 - 1996
Skills
Financial Analysis, Pharmaceutical Industry, Market Research, Due Diligence, Strategic Planning, Segmentation, Biotechnology, Analytics, Forecasting, Strategic Financial..., Global Marketing, Equity Research, Market Analysis, Strategy, Marketing Research, Quantitative Research, Analysis, Marketing
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Lawrence University
Bachelor of Music, Organ Major; Piano Minor
University of North Carolina at Chapel Hill
MA, Musicology
Don Gartlan's Evergreen Asset Management Experience May 2011 - March 2015
Job President at Permission To Start Dreaming Foundation
Industry Financial Services
Experience
Permission To Start Dreaming Foundation December 2013 - Present
Evergreen Asset Management May 2011 - March 2015
Russell Investments October 2001 - December 2010
A.G. Edwards & Sons, Inc. June 1996 - October 2001
RBC Dain Rauscher October 1989 - June 1996
Skills
Investment Advisory, Asset Allocation, Mutual Funds, Portfolio Management, Investments, Public Speaking, Wealth Management, Asset Management, Management Consulting, Alternative Investments, Securities, Series 7, Financial Services
Education
Texas A&M University 1984 — 1987
Bachelor of Science, Economics
Permission To Start Dreaming Foundation December 2013 - Present
Evergreen Asset Management May 2011 - March 2015
Russell Investments October 2001 - December 2010
A.G. Edwards & Sons, Inc. June 1996 - October 2001
RBC Dain Rauscher October 1989 - June 1996
Skills
Investment Advisory, Asset Allocation, Mutual Funds, Portfolio Management, Investments, Public Speaking, Wealth Management, Asset Management, Management Consulting, Alternative Investments, Securities, Series 7, Financial Services
Education
Texas A&M University 1984 — 1987
Bachelor of Science, Economics
Kevin Zosulis, CFA's Evergreen Asset Management Experience September 1995 - August 2003
Job Managing DirectorSenior Private Client Investment Advisor at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust September 2015 - Present
BNY Mellon Wealth Management September 2006 - September 2015
M&T Investment Group August 2003 - September 2006
Evergreen Asset Management September 1995 - August 2003
Skills
Wealth Management, Portfolio Management, Asset Management, Asset Allocation, Investments, Alternative Investments, Investment Management, Fixed Income, Mutual Funds, Securities, Investment Strategies, Hedge Funds, Equities, Series 7
Education
Rider University 1996 — 1998
Master of Business Administration (M.B.A.)
University of Delaware 1988 — 1992
Bachelor of Science (B.S.)
Wilmington Trust September 2015 - Present
BNY Mellon Wealth Management September 2006 - September 2015
M&T Investment Group August 2003 - September 2006
Evergreen Asset Management September 1995 - August 2003
Skills
Wealth Management, Portfolio Management, Asset Management, Asset Allocation, Investments, Alternative Investments, Investment Management, Fixed Income, Mutual Funds, Securities, Investment Strategies, Hedge Funds, Equities, Series 7
Education
Rider University 1996 — 1998
Master of Business Administration (M.B.A.)
University of Delaware 1988 — 1992
Bachelor of Science (B.S.)
Ernesto DeSieno's Evergreen Asset Management Experience April 1994 - May 1997
Job Alternative Investment Professional
Industry Accounting
Experience
On Assignment at a leading administrator 2013 - Present
Frontier Communications May 2011 - October 2013
SDS Electronics April 2009 - May 2011
JPMorgan April 2007 - March 2009
BNY Mellon April 2004 - March 2007
globeop 2002 - 2004
Wright Investors' Service April 1999 - June 2001
Alliance Capital Management May 1997 - March 1999
Evergreen Asset Management April 1994 - May 1997
Skills
Hedge Funds, Financial Analysis, Accounting, Equities, Master Feeder Accounting, Partnership Accounting, Financial Reporting, Derivatives, Fixed Income, Finance, Valuation, Bloomberg, Operations Management, Fund Accounting, Process Improvement, Mutual Funds, Capital Markets, Middle Office, Fund Administration, Business Process..., Private Equity, Structured Products, Investment Banking, Credit Derivatives, Alternative Investments, Securities, Account Reconciliation, Financial Services, Series Accounting, Microsoft Excel Super..., Financial Accounting, Financial Modeling, Advent Geneva
Education
Long Island University-Westchester Campus 1996 — 1998
Master of Business Administration (MBA), Finance
Iona College 1986 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance (Double Major)
fordham prep
fordham prep
On Assignment at a leading administrator 2013 - Present
Frontier Communications May 2011 - October 2013
SDS Electronics April 2009 - May 2011
JPMorgan April 2007 - March 2009
BNY Mellon April 2004 - March 2007
globeop 2002 - 2004
Wright Investors' Service April 1999 - June 2001
Alliance Capital Management May 1997 - March 1999
Evergreen Asset Management April 1994 - May 1997
Skills
Hedge Funds, Financial Analysis, Accounting, Equities, Master Feeder Accounting, Partnership Accounting, Financial Reporting, Derivatives, Fixed Income, Finance, Valuation, Bloomberg, Operations Management, Fund Accounting, Process Improvement, Mutual Funds, Capital Markets, Middle Office, Fund Administration, Business Process..., Private Equity, Structured Products, Investment Banking, Credit Derivatives, Alternative Investments, Securities, Account Reconciliation, Financial Services, Series Accounting, Microsoft Excel Super..., Financial Accounting, Financial Modeling, Advent Geneva
Education
Long Island University-Westchester Campus 1996 — 1998
Master of Business Administration (MBA), Finance
Iona College 1986 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance (Double Major)
fordham prep
fordham prep
Terry Larkin's Evergreen Asset Management Experience November 2001 - October 2005
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock October 2005 - Present
Evergreen Asset Management November 2001 - October 2005
Education
Saint Joseph's University 1997 — 2001
B.S., Finance
BlackRock October 2005 - Present
Evergreen Asset Management November 2001 - October 2005
Education
Saint Joseph's University 1997 — 2001
B.S., Finance
Fred Meinke's Evergreen Asset Management Experience September 1995 - February 2006
Job Chief Financial Officer at Coaching Services International
Industry Management Consulting
Experience
International Coach Federation 2007 - Present
Coaching Services International February 2006 - Present
Evergreen Asset Management September 1995 - February 2006
Education
Columbia University - Columbia Business School 1967 — 1969
MBA, Finance
Wesleyan University 1958 — 1962
BA, English Literature
International Coach Federation 2007 - Present
Coaching Services International February 2006 - Present
Evergreen Asset Management September 1995 - February 2006
Education
Columbia University - Columbia Business School 1967 — 1969
MBA, Finance
Wesleyan University 1958 — 1962
BA, English Literature
Robert Flamm's Evergreen Asset Management Experience January 1997 - January 2002
Job Senior Vice President at Russo Partners, LLC
Industry Public Relations and Communications
Experience
Russo Partners, LLC January 2014 - Present
Russo Partners, LLC September 2011 - December 2013
Russo Partners, LLC. January 2011 - September 2011
Russo Partners, LLC January 2010 - January 2011
Russo Partners, LLC June 2008 - December 2009
Guardian Life Insurance January 2002 - March 2006
Evergreen Asset Management January 1997 - January 2002
Sanford C. Bernstein April 1995 - September 1996
Soundview Financial April 1994 - December 1994
Prudential Securities July 1992 - April 1993
Skills
Corporate Communications, Healthcare, Molecular Biology, Biotechnology, Portfolio Management, Marketing Strategy, Equities, Oncology, Lifesciences, Public Relations, Pharmaceutical Industry, Strategy, Investor Relations, Life Sciences, Research
Education
Columbia University - Columbia Business School 1990 — 1992
MBA
Cornell University 1980 — 1986
Ph.D., Neurobiology and Behavior
Iowa State University 1978 — 1980
M.S., Zoology, Neurobiology
University of Massachusetts, Amherst 1974 — 1978
B.S., Zoology
Russo Partners, LLC January 2014 - Present
Russo Partners, LLC September 2011 - December 2013
Russo Partners, LLC. January 2011 - September 2011
Russo Partners, LLC January 2010 - January 2011
Russo Partners, LLC June 2008 - December 2009
Guardian Life Insurance January 2002 - March 2006
Evergreen Asset Management January 1997 - January 2002
Sanford C. Bernstein April 1995 - September 1996
Soundview Financial April 1994 - December 1994
Prudential Securities July 1992 - April 1993
Skills
Corporate Communications, Healthcare, Molecular Biology, Biotechnology, Portfolio Management, Marketing Strategy, Equities, Oncology, Lifesciences, Public Relations, Pharmaceutical Industry, Strategy, Investor Relations, Life Sciences, Research
Education
Columbia University - Columbia Business School 1990 — 1992
MBA
Cornell University 1980 — 1986
Ph.D., Neurobiology and Behavior
Iowa State University 1978 — 1980
M.S., Zoology, Neurobiology
University of Massachusetts, Amherst 1974 — 1978
B.S., Zoology
Folu Abiona's Evergreen Asset Management Experience April 1998 - April 2001
Job Fixed Income Portfolio Manager
Industry Investment Management
Experience
Stoneridge Investment Partners LLC February 2012 - Present
Focus On Impact June 2010 - Present
Brandywine Global Investment Mgmt June 2005 - May 2009
Evergreen Asset Management April 1998 - April 2001
CoreStates Investment Advisers 1995 - 1998
CoreStates Investment Advisers April 1990 - April 1995
Skills
Strategic Planning, Fixed Income, Investment Strategies, Derivatives, Portfolio Management, Investments, Equities, Bonds, Financial Services, Emerging Markets, Credit, Nonprofits, New Business Development, Marketing, Asset Management, Financial Analysis
Education
Temple University - Fox School of Business and Management 1987 — 1992
MBA
University of Ife 1979 — 1983
BSc, Microbiology
LaSalle University 2009 — 2010
Certificate, Non Profit Management
Stoneridge Investment Partners LLC February 2012 - Present
Focus On Impact June 2010 - Present
Brandywine Global Investment Mgmt June 2005 - May 2009
Evergreen Asset Management April 1998 - April 2001
CoreStates Investment Advisers 1995 - 1998
CoreStates Investment Advisers April 1990 - April 1995
Skills
Strategic Planning, Fixed Income, Investment Strategies, Derivatives, Portfolio Management, Investments, Equities, Bonds, Financial Services, Emerging Markets, Credit, Nonprofits, New Business Development, Marketing, Asset Management, Financial Analysis
Education
Temple University - Fox School of Business and Management 1987 — 1992
MBA
University of Ife 1979 — 1983
BSc, Microbiology
LaSalle University 2009 — 2010
Certificate, Non Profit Management
Eric Tait's Evergreen Asset Management Experience March 2000 - February 2002
Job Project Manager Infrastructure Market Data Operations Credit Suisse at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions August 2012 - May 2015
Graham Capital Management March 2005 - May 2011
Chilton Investment Company June 2002 - March 2005
Evergreen Asset Management March 2000 - February 2002
GE Investments Corp February 1999 - March 2000
Chase Manhattan Private Bank May 1997 - February 1999
Skills
Active Directory, DNS, Hedge Funds, Infrastructure, Microsoft Exchange, Technical Support, Windows Server
Education
The University of Connecticut
BS in Education, History
Cognizant Technology Solutions August 2012 - May 2015
Graham Capital Management March 2005 - May 2011
Chilton Investment Company June 2002 - March 2005
Evergreen Asset Management March 2000 - February 2002
GE Investments Corp February 1999 - March 2000
Chase Manhattan Private Bank May 1997 - February 1999
Skills
Active Directory, DNS, Hedge Funds, Infrastructure, Microsoft Exchange, Technical Support, Windows Server
Education
The University of Connecticut
BS in Education, History
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY