Profil
Mr. Frank R.
McEvoy is Investment Officer at Adam Smith Advisors LLC.
Mr. McEvoy has more than 30 years of technology and investment industry experience.
He joined Cherry Tree in May 2011 as an Investment Officer responsible for co-managing the Adam Smith Fund, which consists of public and private company equity investments.
He was previously employed as Investment Officer by Cherry Tree Investments, Inc., Senior Research Analyst by Craig-Hallum Capital Group LLC, Investment Officer by Cherry Tree Investments, Inc., Vice President-Domestic Sales & Marketing by Arclin Canada Ltd., AT&T Networks Systems by AT&T Network Systems International, a Member by Bell Laboratories, Senior Research Analyst by John G.
Kinnard & Co., an Analyst by Piper Jaffray & Co. (Broker), and Co-Founder by Tate Capital Partners Fund LLC.
He received his undergraduate degree from Carleton College, a graduate degree from Stanford University and an MBA from the University of Minnesota.
Anciens postes connus de Frank Roy McEvoy
| Sociétés | Poste | Fin |
|---|---|---|
Cherry Tree Wealth Management LLC
 Cherry Tree Wealth Management LLC Investment ManagersFinance Cherry Tree Wealth Management LLC (CTWM) is a SEC-registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded in 2009 and previously known as Adam Smith Advisors LLC. They are a subsidiary of Adam Smith Cos. LLC. CTWM provides advisory services to individual and institutional clients. | Gestionnaire de Portefeuille-Actions | 12/01/2016 |
Cherry Tree Investments/Private Equity/
 Cherry Tree Investments/Private Equity/ Investment ManagersFinance Cherry Investments /Private Equity/ is a private equity/venture capital operating division of Cherry Tree Investments, Inc. founded in 1980. The firm is headquartered in Minnetonka, Minnesota. | Corporate Officer/Principal | 26/03/2013 |
Craig-Hallum Capital Group LLC
 Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Analyst-Equity | 02/02/2011 |
Cherry Tree Investments/Private Equity/
Cherry Tree Investments/Private Equity/ Investment ManagersFinance Cherry Investments /Private Equity/ is a private equity/venture capital operating division of Cherry Tree Investments, Inc. founded in 1980. The firm is headquartered in Minnetonka, Minnesota. | Gestionnaire de Portefeuille-Actions | 30/06/2009 |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Analyst-Equity | - |
Formation de Frank Roy McEvoy
| Stanford University | Graduate Degree |
| Carleton College | Undergraduate Degree |
| University of Minnesota | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Finance |
AT&T Network Systems International
 AT&T Network Systems International Specialty TelecommunicationsCommunications Part of AT&T, Inc., AT&T Network Systems International is a telecommunications concern. The company is based in New York, NY. | Communications |
| John G. Kinnard & Co. | Finance |
| Tate Capital Partners Fund LLC | |
Craig-Hallum Capital Group LLC
Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Finance |
Bell Laboratories
 Bell Laboratories Miscellaneous Commercial ServicesCommercial Services Bell Laboratories provides research and development services. It provides communications technologies including transistors, digital networking, signal processing, lasers and fiber-optic communications systems, communication satellites, cellular telephony, electronic switching of calls, touch-tone dialing and modems. The company was founded in 1925 and is headquartered in Murray Hill, NJ. | Commercial Services |
Arclin USA LLC
 Arclin USA LLC Chemicals: SpecialtyProcess Industries Arclin USA LLC manufactures bonding and surfacing materials for buildings. It offers epic coated concrete forming overlays, nitrogain liquid slow release fertilizer, captive clay blinder for potash beneficiating, and epic high density overlays for concrete forming products. The company was founded in 1992 and is headquartered in Roswell, GA. | Process Industries |
Cherry Tree Wealth Management LLC
Cherry Tree Wealth Management LLC Investment ManagersFinance Cherry Tree Wealth Management LLC (CTWM) is a SEC-registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded in 2009 and previously known as Adam Smith Advisors LLC. They are a subsidiary of Adam Smith Cos. LLC. CTWM provides advisory services to individual and institutional clients. | Finance |
Cherry Tree Investments/Private Equity/
Cherry Tree Investments/Private Equity/ Investment ManagersFinance Cherry Investments /Private Equity/ is a private equity/venture capital operating division of Cherry Tree Investments, Inc. founded in 1980. The firm is headquartered in Minnetonka, Minnesota. | Finance |