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Eric M. Evans, CFA, CAIA

Eric M. Evans, CFA, CAIA

Infantry Squad Leader

location of Eric M. Evans, CFA, CAIAFort Myers, Florida, United States

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  • Timeline

  • About me

    Senior Vice President, Private Wealth Advisor - Investments at FineMark National Bank & Trust

  • Education

    • University of Iowa

      -
      Bachelor’s Degree Finance, General

  • Experience

    • 82nd Airborne Division, U.S. Army

      Oct 1984 - Dec 1987
      Infantry Squad Leader

    • Wells Fargo

      Jul 1990 - Mar 1998
      Senior Portfolio Manager/Team Leader

    • Bank of America

      Apr 1998 - Mar 2003

      • North Carolina Investment Executive

        Oct 2000 - Mar 2003

      • Senior Portfolio Manager

        Apr 1998 - Oct 2000

    • Merrill Lynch

      Mar 2003 - Oct 2005
      Financial Advisor

    • BlackRock

      Oct 2005 - Feb 2017
      Regional Portfolio Manager

    • BB&T

      Oct 2017 - Jul 2020
      Wealth Regional Portfolio Manager

    • FineMark National Bank & Trust

      Feb 2021 - now
      Private Wealth Advisor - Investments

  • Licenses & Certifications

    • Alternative Investment Analyst Charter (CAIA Charter)

      CAIA Association

    • CFA Institute Charterholder

      CFA Institute
      Aug 2024
      View certificate certificate

    • CAIA Charterholder

      CAIA Association
      Nov 2020
      View certificate certificate