Lori B. Evans

Gestionnaire de Portefeuille-Actions chez Eastern Bank (Investment Management)

Profil

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.

Postes actifs de Lori B. Evans

Sociétés	Poste	Début
Eastern Bank (Investment Management)	Gestionnaire de Portefeuille-Actions	01/01/2005

Anciens postes connus de Lori B. Evans

Sociétés	Poste	Fin
Rockland Trust Co.	Corporate Officer/Principal	-
Smith Barney & Co., Inc.	Corporate Officer/Principal	-
Donaldson, Lufkin & Jenrette Securities Corp.	Corporate Officer/Principal	-
BankBoston Corp.	Corporate Officer/Principal	-

Formation de Lori B. Evans

Babson College

Undergraduate Degree