Chuck Baird

Senior Analyst
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Chuck joined Evergreen Gavekal as a Senior Analyst in July 2021 bringing with him more than two decades of operations, client service and investment management experience.  

Prior to joining Evergreen Gavekal, he was a Senior Investment Operations Analyst with Aperio Group responsible for middle-office functions including portfolio account reconciliation and reporting, corporate actions, security master, valuations, and global trade settlement. Before Aperio, Chuck was Director of Investments at Consilium Wealth Management and prior to that, Vice President of Investments at Catalyst Financial Planning & Investment Management.  

Chuck received a Bachelor of Arts degree in English Literature from Saint Mary’s College of California. In his spare time enjoys fermenting, brewing, grilling and other food-related adventures.