Profiel
Mr. Stevens joined Wells Capital Management in July 2010.
Prior to that, he was with Evergreen Investment Management since 1994.
He served as President and CIO of Meridian Investment Co., a wholly owned subsidiary of Evergreen from 1999 to 2001.
Additionally, he managed the First Union Market Neutral Trust, a hedge fund from 1998 to 2000 and the Select Strategic Growth Fund from 1994 to 1997.
Previously, he served as the Director of Research and Portfolio Manager for Cedar Hill Associates, Inc. from 1989 to 1994.
He was also Director of Equity Investments for Midwest Financial Investment Management Co., from 1988 to 1989 and a Portfolio Manager for Harris Trust & Savings Bank from 1986 to 1988.
Additionally, he held positions at First National Bank of Maryland from 1985 to 1986, Northwestern Bank from 1982 to 1985 and First Investors Corporation from 1981 to 1982.
Mr. Stevenson received his BSBA at Appalachian State University.
He is a chartered financial analyst.
Eerdere bekende functies van Tim M. Stevenson
Bedrijven | Functie | Einde |
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Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Portefeuillebeheerder-Aandelen | 31-12-2010 |
Evergreen International Balanced Income Fund
Evergreen International Balanced Income Fund Investment Trusts/Mutual FundsMiscellaneous Evergreen International Balanced Income Fund is a closed-end investment fund. The fund seeks to provide a high level of income. The fund will invest primarily in dividend-paying international stocks and other equity securities and international debt securities. In addition, the fund will write call options on international indexes. The fund was founded on 27 October, 2005 and is headquartered in Boston, MA | Corporate Officer/Principal | 09-09-2010 |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Portefeuillebeheerder-Aandelen | 30-06-2010 |
Meridian Investment Co. | President | 31-12-2000 |
Cedar Hill Associates LLC
Cedar Hill Associates LLC Investment ManagersFinance Founded in 1984, Cedar Hill Associates LLC is a wealth management firm and registered investment advisor headquartered in Rosemont, Illinois. The firm is a subsidiary of MB Financial Bank, NA and their ultimate parent is MB Financial, Inc. (Nasdaq: MBFI). Cedar Hill Associates provides individually tailored comprehensive wealth management services for private clients. | Directeur van Onderzoek - Eigen Vermogen | 31-12-1993 |
Opleiding van Tim M. Stevenson
Appalachian State University | Undergraduate Degree |
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Bedrijven in privébezit | 8 |
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Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Finance |
Meridian Investment Co. | Finance |
Cedar Hill Associates LLC
Cedar Hill Associates LLC Investment ManagersFinance Founded in 1984, Cedar Hill Associates LLC is a wealth management firm and registered investment advisor headquartered in Rosemont, Illinois. The firm is a subsidiary of MB Financial Bank, NA and their ultimate parent is MB Financial, Inc. (Nasdaq: MBFI). Cedar Hill Associates provides individually tailored comprehensive wealth management services for private clients. | Finance |
Harris Trust & Savings Bank | Finance |
Allfirst Bank (Baltimore, Maryland) | Finance |
Foresters Financial Services, Inc.
Foresters Financial Services, Inc. Financial ConglomeratesFinance Foresters Financial Services, Inc. provides asset management services. Its products and services include mutual funds, college savings plans, insurance, and retirement planning. The company was founded on February 7, 1968 and is headquartered in New York, NY. | Finance |
Evergreen International Balanced Income Fund
Evergreen International Balanced Income Fund Investment Trusts/Mutual FundsMiscellaneous Evergreen International Balanced Income Fund is a closed-end investment fund. The fund seeks to provide a high level of income. The fund will invest primarily in dividend-paying international stocks and other equity securities and international debt securities. In addition, the fund will write call options on international indexes. The fund was founded on 27 October, 2005 and is headquartered in Boston, MA | Miscellaneous |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Finance |