advertisement
Mar 1, 2005 12:00 PM
JOINING T&E INVESTMENT COMMITTEE
The editors of Trusts & Estates are pleased to announce the addition of Jeffrey L. Evans to the advisory board's Investments Committee. Evans, whose article “Rating the Quarterback” starts on p. 29, is a consultant to the New York based Institute for Private Investors, a membership organization that provides educational and networking resources to families with substantial assets and their advisors. Previously, Evans was a senior vice president covering industrial and commercial services companies for brokerage firms including Calyon (formerly Credit Lyonnais) and AXA Financial's Advest Group. Before moving to the sell side, he was vice president at Capital Management Associates, a money management firm serving institutional clients and high-net-worth investors with more than $1 billion under management. A chartered financial analyst, Evans holds a masters in business administration from the Kellogg School at Northwestern University, and a bachelor's degree from the University of Illinois in Chicago. Securities licenses held include the NASD Series 7, 63, 24, 86/87 and NYSE Series 16.
Sign in to
view the full article
Not a subscriber?
Subscribe & Save
Get immediate access to Trust & Estates onlineSubscriber Benefits
Learn more about Trust & Estates magazine, online article access and our free enewsletters.
Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
E-Newsletter Signup
Poll
Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
E-Newsletter Signup
advertisement
T&E eNewsletters
Wealth Watch 
Wealth Watch is a free e-newsletter delivered twice a month with expert advice on wealth management from Trusts & Estates.
Latest from Wealth Watch
Tech. Review
Technology Review is a free monthly e-newsletter from Trusts & Estates and nationally renowned expert Donald H. Kelley. It is geared to keeping estate planning lawyers current on the latest tech news they can use.
Latest from Tech. Review
Philanthropy Tax Guide
Each month, Conrad Teitell reports on and analyzes as important tax development governing charitable contributions, including how to maximize the benefits and avoid the pitfalls.
Latest from Conrad Teitell
2011 Trust Glossary
Click here to download the 2011 Trust Glossary
50 Years Ago This Month
| 50 years ago, in May 1962, we featured articles such as: "Future of Canadian Trusteeship" by Arthur H. Mingay", "Training Trust Employees" by Ian M. Marr, "What is a Trust Officer?" by Eric J. Brown, and "Selling Services" by Donald I. Webb. |
Conrad Teitell's Guide to Tax Benefits For Charitable Gifts
Click here to view the most up to date guide (September 2011)
Press Releases
advertisement
advertisement
