Lori B. Evans
Gestor de Cartera-Acciones en Eastern Bank (Investment Management) .
Perfil
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.
Cargos activos de Lori B. Evans
| Empresas | Cargo | Inicio |
|---|---|---|
Eastern Bank (Investment Management)
 Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Gestor de Cartera-Acciones | 01/01/2005 |
Antiguos cargos conocidos de Lori B. Evans.
| Empresas | Cargo | Fin |
|---|---|---|
Rockland Trust Co.
 Rockland Trust Co. Investment ManagersFinance Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals. | Corporate Officer/Principal | - |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
| Donaldson, Lufkin & Jenrette Securities Corp. | Corporate Officer/Principal | - |
| BankBoston Corp. | Corporate Officer/Principal | - |
Formación de Lori B. Evans.
| Babson College | Undergraduate Degree |
Experiencias
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
Eastern Bank (Investment Management)
Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Finance |
| BankBoston Corp. | Finance |
| Smith Barney & Co., Inc. | Finance |
| Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
Rockland Trust Co.
Rockland Trust Co. Investment ManagersFinance Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals. | Finance |
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