Trustee Biographies

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

Independent Trustees

Name and Date of BirthPosition with TrustBeginning Year of Term of Office1Principal Occupation for Last Five YearsOther Directorships held outside of Evergreen Fund Complex
Charles A. Austin III
DOB: 10/23/1934
Trustee1991Investment Counselor, Anchor Capital Advisors, LLC (investment advice); Director, The Andover Companies (insurance); Trustee, Arthritis Foundation of New England; Former Director, The Francis Ouimet Society (scholarship program); Former Director, Executive Vice President and Treasurer, State Street Research & Management Company (investment advice)None
K. Dun Gifford
DOB: 10/23/1938
Trustee1974Chairman and President, Oldways Preservation and Exchange Trust (education); Trustee, Member of the Executive Committee, Former Chairman of the Finance Committee, and Former Treasurer, Cambridge CollegeNone
Dr. Leroy Keith, Jr.
DOB: 2/14/1939
Trustee1983Managing Director, Almanac Capital Management (commodities firm); Trustee, Phoenix Fund Complex; Director, Diversapack Co. (packaging company); Former Partner, Stonington Partners, Inc. (private equity fund); Former Director, Obagi Medical Products Co.; Former Director, Lincoln Educational ServicesTrustee, Phoenix Fund Complex (consisting of 50 portfolios as of 12/31/08)
Carol A. Kosel
DOB: 12/25/1963
Trustee2008Former Consultant to the Evergreen Boards of Trustees; Former Vice President and Senior Vice President, Evergreen Investments, Inc.; Former Treasurer, Evergreen Funds; Former Treasurer, Vestaur Securities FundNone
Gerald M. McDonnell
DOB: 7/14/1939
Trustee1988Former Manager of Commercial Operations, CMC Steel (steel producer)None
Patricia B. Norris
DOB: 4/9/1948
Trustee2006President and Director of Buckleys of Kezar Lake, Inc. (real estate company); Former President and Director of Phillips Pond Homes Association (home community); Former Partner, PricewaterhouseCoopers, LLP (independent registered public accounting firm)None
David M. Richardson
DOB: 9/19/1941
Trustee1982President, Richardson, Runden LLC (executive recruitment advisory services); Director, J&M Cumming Paper Co. (paper merchandising); Trustee, NDI Technologies, LLP (communications); Former Consultant, AESC (The Association of Executive Search Consultants)None
Russell A. Salton, III MD
DOB: 6/2/1947
Trustee1984President/CEO, AccessOne MedCard, Inc.None
Michael S. Scofield
DOB 2/20/1943
Trustee1984Retired Attorney, Law Offices of Michael S. Scofield; Former Director and Chairman, Branded Media Corporation (multi-media branding company)None
Richard J. Shima
DOB: 8/11/1939
Trustee1993Independent Consultant; Director, Hartford Hospital; Trustee, Greater Hartford YMCA; Former Director, Trust Company of CT; Former Trustee, Saint Joseph College (CT)None

 

  1. Each Trustee serves until a successor is duly elected or qualified or until his or her death, resignation, retirement or removal from office.

 

Interested Trustees

 

Name and Date of BirthPosition with TrustBeginning Year of Term of Office1Principal Occupation for Last Five YearsOther Directorships held outside of Evergreen Fund Complex
William Walt Pettit
DOB: 8/26/19552
Trustee1988Partner 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)None
Richard K. Wagoner, CFA
DOB: 12/12/19373
Trustee1999Member and Former President, North Carolina Securities Traders Association; Member, Financial Analysts SocietyNone

 

  1. Each Trustee serves until a successor is duly elected or qualified or until his or her death, resignation, retirement or removal from office.
  2. It is possible that Mr. Pettit may be viewed as an "interested person" of the Evergreen Funds, as defined in the 1940 Act, because of his law firm's previous representation of affiliates of Wells Fargo & Company ("Wells Fargo"), the parent company of the Evergreen funds' investment adviser, EIMC. The Trustees are treating Mr. Pettit as an interested trustee for the time being.
  3. Mr. Wagoner is an "interested person" of the Evergreen funds because of his ownership of shares in Wells Fargo, the parent company of the Evergreen funds' investment advisor.