Don Evenson
Directeur en chef des Investissements chez CVB FINANCIAL CORP.
Profil
Mr. Donald E.
Evenson is a Senior Vice President & Chief Investment Officer at CitizensTrust Wealth Management.
He has more than 28 years of experience in the investment industry.
Mr. Evenson previously served as Managing Director at Trust Company of the West (TCW).
Prior to joining CitizensTrust in 2016, he founded AVR Boulder Bay Capital.
He graduated from St. Mary’s College of California with a Bachelor of Science in Finance and Economics.
He obtained his Master of Business Administration from the University of Southern California.
He also holds a Chartered Financial Analyst (CFA) credential.
Postes actifs de Don Evenson
| Sociétés | Poste | Début |
|---|---|---|
| CVB FINANCIAL CORP. | Directeur en chef des Investissements | - |
CitizensTrust Wealth Management
 CitizensTrust Wealth Management Investment ManagersFinance CitizensTrust Wealth Management (CitizensTrust) is a wealth management firm headquartered in Ontario, California. The firm is owned by Citizens Business Bank, a subsidiary of CVB Financial Corp. (NASDAQ: CVBF). CitizensTrust provides trust and wealth management services to individuals and families, businesses, endowments and foundations, and Taft Hartley plans. | Directeur en chef des Investissements | 01/05/2016 |
Anciens postes connus de Don Evenson
| Sociétés | Poste | Fin |
|---|---|---|
TCW Asset Management Co. LLC
 TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Gestionnaire de Portefeuille-Actions | 01/12/2011 |
300 North Capital LLC
 300 North Capital LLC Investment ManagersFinance Founded in 1951, 300 North Capital LLC is a registered investment advisor located in Pasadena, California. The firm is a subsidiary of Carriage House Capital LLC. 300 North Capital provides portfolio management services to high net-worth individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, municipalities, private funds, and other U.S. institutions. 300 North Capital evolved from a predecessor firm, Provident Investment Counsel, founded in 1951. Effective January 1, 2013, 300 North Capital's management team acquired its existing business from Old Mutual in a transaction providing the 300 North Capital management team with ownership of all 300 North Capital's shares and providing Old Mutual with economic interest in 300 North Capital that will will terminate over time. | Analyst-Equity | 01/01/2005 |
| Big Brothers Big Sisters of Greater Los Angeles | Directeur/Membre du Conseil | 31/12/2003 |
AVR Asset Management LLC
 AVR Asset Management LLC Investment ManagersFinance AVR Asset Management LLC is a hedge fund manager located in San Francisco, California. | Directeur en chef des Investissements | - |
Golden West Financial Corp.
 Golden West Financial Corp. Savings BanksFinance Golden West Financial Corp. operates as a holding company for retail banks. The firm through its subsidiary provides banking and loan services. The company was incorporated in 1959 and is headquartered in Oakland, California. | Gestionnaire de Portefeuille-Actions | - |
Formation de Don Evenson
| University of Southern California | Masters Business Admin |
| St. Mary's College of California | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| CVB FINANCIAL CORP. | Finance |
| Entreprise privées | 7 |
|---|---|
Golden West Financial Corp.
Golden West Financial Corp. Savings BanksFinance Golden West Financial Corp. operates as a holding company for retail banks. The firm through its subsidiary provides banking and loan services. The company was incorporated in 1959 and is headquartered in Oakland, California. | Finance |
300 North Capital LLC
300 North Capital LLC Investment ManagersFinance Founded in 1951, 300 North Capital LLC is a registered investment advisor located in Pasadena, California. The firm is a subsidiary of Carriage House Capital LLC. 300 North Capital provides portfolio management services to high net-worth individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, municipalities, private funds, and other U.S. institutions. 300 North Capital evolved from a predecessor firm, Provident Investment Counsel, founded in 1951. Effective January 1, 2013, 300 North Capital's management team acquired its existing business from Old Mutual in a transaction providing the 300 North Capital management team with ownership of all 300 North Capital's shares and providing Old Mutual with economic interest in 300 North Capital that will will terminate over time. | Finance |
TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Finance |
Oakmont Corp.
 Oakmont Corp. Investment ManagersFinance Oakmont Corp. is a private family office and registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Day in 1980. Oakmont provides investment advice to high-net worth individuals, trusts, corporations, foundations, partnerships and limited liability companies. | Finance |
| Big Brothers Big Sisters of Greater Los Angeles | |
AVR Asset Management LLC
AVR Asset Management LLC Investment ManagersFinance AVR Asset Management LLC is a hedge fund manager located in San Francisco, California. | Finance |
CitizensTrust Wealth Management
CitizensTrust Wealth Management Investment ManagersFinance CitizensTrust Wealth Management (CitizensTrust) is a wealth management firm headquartered in Ontario, California. The firm is owned by Citizens Business Bank, a subsidiary of CVB Financial Corp. (NASDAQ: CVBF). CitizensTrust provides trust and wealth management services to individuals and families, businesses, endowments and foundations, and Taft Hartley plans. | Finance |