Steven Edward Evanson
Chief Executive Officer at Evanson Asset Management LLC
Steven Edward Evanson active positions
| Companies | Position | Start | End |
|---|---|---|---|
Evanson Asset Management LLC
 Evanson Asset Management LLC Investment ManagersFinance Evanson Asset Management LLC (Evanson) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Carmel, California. The firm was founded by Steven Evanson in 1995. Evanson provides investment advisory services to individual clients, as well as trusts, endowments, qualified retirement plan sponsors, and business entities. | Chief Executive Officer | 01/01/1995 | - |
| Compliance Officer | 01/01/1995 | - | |
| Trading-Equity | 01/01/1995 | - | |
| Founder | 01/01/1995 | - | |
| Portfolio Manager-Equities | 01/01/1995 | - |
Career history of Steven Edward Evanson
Training of Steven Edward Evanson
| University of California, Berkeley | Undergraduate Degree |
| University of California, Santa Cruz | Doctorate Degree |
Statistics
International
| United States | 4 |
Operational
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Trading-Equity | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Evanson Asset Management LLC
Evanson Asset Management LLC Investment ManagersFinance Evanson Asset Management LLC (Evanson) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Carmel, California. The firm was founded by Steven Evanson in 1995. Evanson provides investment advisory services to individual clients, as well as trusts, endowments, qualified retirement plan sponsors, and business entities. | Finance |
