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Frank Roy McEvoy
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Profile
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.
Former positions of Frank Roy McEvoy
| Companies | Position | End |
|---|---|---|
Cherry Tree Wealth Management LLC
 Cherry Tree Wealth Management LLC Investment ManagersFinance CTWM seeks to identify an appropriate ratio of securities, fixed income, and cash suitable to the client’s investment goals and risk tolerance rather than focusing primarily on securities selection. | Portfolio Manager-Equities | 12/01/2016 |
Cherry Tree Investments/Private Equity/
 Cherry Tree Investments/Private Equity/ Investment ManagersFinance Cherry Tree Investments seeks investment opportunities in companies located in the United States. The firm targets companies operating the fields of e-learning, net sourced applications, and outsourced business services. It provides financing for growth stage capital requirements. | Corporate Officer/Principal | 26/03/2013 |
Craig-Hallum Capital Group LLC
 Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 02/02/2011 |
Cherry Tree Investments/Private Equity/
Cherry Tree Investments/Private Equity/ Investment ManagersFinance Cherry Tree Investments seeks investment opportunities in companies located in the United States. The firm targets companies operating the fields of e-learning, net sourced applications, and outsourced business services. It provides financing for growth stage capital requirements. | Portfolio Manager-Equities | 30/06/2009 |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Training of Frank Roy McEvoy
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
93
1st degree connections
12
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 12 |
|---|---|
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Stanford University
 Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
AT&T Network Systems International
 AT&T Network Systems International Specialty TelecommunicationsCommunications Telecommunications concern | Communications |
John G. Kinnard & Co.
 John G. Kinnard & Co. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Tate Capital Partners Fund LLC | |
Craig-Hallum Capital Group LLC
Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Carleton College
 Carleton College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bell Laboratories
 Bell Laboratories Miscellaneous Commercial ServicesCommercial Services Provides research and development services | Commercial Services |
Arclin USA LLC
 Arclin USA LLC Chemicals: SpecialtyProcess Industries Manufactures polymer technologies, chemicals and engineered building products | Process Industries |
Cherry Tree Wealth Management LLC
Cherry Tree Wealth Management LLC Investment ManagersFinance CTWM seeks to identify an appropriate ratio of securities, fixed income, and cash suitable to the client’s investment goals and risk tolerance rather than focusing primarily on securities selection. | Finance |
Cherry Tree Investments/Private Equity/
Cherry Tree Investments/Private Equity/ Investment ManagersFinance Cherry Tree Investments seeks investment opportunities in companies located in the United States. The firm targets companies operating the fields of e-learning, net sourced applications, and outsourced business services. It provides financing for growth stage capital requirements. | Finance |
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