Lori B. Evans

Lori B. Evans

Portfolio Manager-Aktien bei Eastern Bank (Investment Management)

Finance
Consumer Services

Profil

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.

Aktive Positionen von Lori B. Evans

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.01.2005
Alle aktiven Positionen von Lori B. Evans

Ehemalige bekannte Positionen von Lori B. Evans

UnternehmenPositionEnde
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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Ausbildung von Lori B. Evans

Babson College Undergraduate Degree

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

29

Beziehungen ersten Grades

6

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

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Unternehmensverbindungen

Private Unternehmen5

Finance

BankBoston Corp.

Finance

Smith Barney & Co., Inc.

Finance

Donaldson, Lufkin & Jenrette Securities Corp.

Finance

Finance

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