Trustee Biographies

The following individuals currently serve as trustees of the Evergreen funds.

Click on the names below to view more information on each trustee.

Charles A. Austin, III

Chairman of the Audit Committees and Member of the 15(c) Committees

D.O.B. 10/23/1934
Beginning year of term of office: 1991

  • Investment Counselor, Anchor Capital Advisors, Inc. (investment advice)
  • Director, The Andover Companies (insurance)
  • Trustee, Arthritis Foundation of New England
  • Director, The Francis Ouimet Society (scholarship program)
  • Former Director, Health Development Corp. (fitness-wellness centers)
  • Former Director, Executive Vice President and Treasurer, State Street Research & Management Company (investment advice)

 

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K. Dun Gifford

Member of the Executive, 15(c), and Performance Committees

D.O.B. 10/23/1938
Beginning year of term of office: 1974

  • Chairman and President, Oldways Preservation and Exchange Trust (education)
  • Trustee, Treasurer and Chairman of the Finance Committee, Cambridge College

 

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Dr. Leroy Keith Jr.

Chairman of the Performance Committees and Member of the 15(c) Committees

D.O.B. 2/14/1938
Beginning year of term of office: 1983

  • Managing Director, Almanac Capital Management (commodities firm)
  • Trustee, Phoenix Fund Complex
  • Director, Diversapack Co. (packing company)
  • Former Partner, Stonington Partners, Inc. (private equity fund)
  • Former Director, Obagi Medical Products Co.
  • Former Director, Lincoln Educational Services

 

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Carol A. Kosel

Member of the Distribution, 12b-1, and Service Committees

D.O.B. 12/25/1963
Beginning year of term of office: 2008

  • Former Consultant to the Evergreen Boards of Trustees
  • Former Senior Vice President, Evergreen Investments, Inc.
  • Former Treasurer, Evergreen Funds
  • Former Treasurer, Vestaur Securities Fund

 

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Gerald M. McDonnell

Member of the Performance Committees

D.O.B. 7/14/1939
Beginning year of term of office: 1988

  • Manager of Commercial Operations, CMC Steel Co. (steel producer)

 

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Patricia B. Norris

Member of the Audit Committees

D.O.B. 4/9/1948
Beginning year of term of office: 2006

  • President and Director of Phillips Pond Homes Association (home community)
  • President and Director of Buckleys of Kezar Lake, Inc., (real estate company)
  • Former Partner, PricewaterhouseCoopers, LLP (independent registered public accounting firm)

 

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Walt Pettit

Chairman of the Distribution, 12b-1, and Service Committees and Member of the 15(c) Committees

D.O.B. 8/26/1955
Beginning year of term of office: 1984

  • Partner and Vice President, Kellam & Pettit, P.A. (law firm)
  • Director, Superior Packaging Corp. (packaging company)
  • Member, Superior Land, LLC (real estate holding company)
  • Member, K&P Development, LLC (real estate development)
  • Former Director National Kidney Foundation of North Carolina, Inc. (non-profit organization)

 

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David M. Richardson

ember of the Distribution, 12b-1, and Service Committees

D.O.B. 9/19/1941
Beginning year of term of office: 1982

  • President, Richardson, Runden LLC (executive recruitment business development/consulting company)
  • Consultant, Kennedy Information, Inc. (executive recruitment information and research company)
  • Consultant, AESC (The Association of Executive Search Consultants)
  • Director, J&M Cumming Paper Co. (paper merchandising)
  • Former Trustee, NDI Technologies, LLP (communications)

 

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Dr. Russell A. Salton, III

Member of the Executive, 15(c), and Audit Committees

D.O.B. 6/2/1947
Beginning year of term of office: 1984

  • President/CEO, AccessOne MedCard, Inc.
  • Former Medical Director, Healthcare Resource Associates, Inc.

 

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Michael S. Scofield, Chairman

Chairman of the Board and of the Executive and 15(c) Committees

D.O.B. 2/20/1943
Beginning year of term of office: 1984

  • Former Director and Chairman, Branded Media Corporation (multimedia branding company)
  • Retired Attorney, Law Offices of Michael S. Scofield

 

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Richard J. Shima

Member of the Performance Committees

D.O.B. 8/11/1939
Beginning year of term of office: 1993

  • Independent Consultant
  • Director, Hartford Hospital
  • Trustee, Greater Hartford YMCA
  • Former Director, Trust Company of CT
  • Former Trustee, Saint Joseph College (CT)
  • Former Director, Old State House Association

 

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Richard K. Wagoner, CFA

Member of the Performance Committees

D.O.B. 12/12/1937
Beginning year of term of office: 1999

  • Member and Former President, North Carolina Securities Traders Association
  • Member, Financial Analysts Society

 

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