< BACK

Helene Fehler

Director of Client Services, Partner

 

 

Born in Sweden, Helene graduated from University of Ostersund in 1986 with a bachelor of science in human resources; she moved to the United States in 1987. Helene worked with high net worth clients for Fidelity Investments (5 years) and Piper Jaffrey (two years) before she joined David Hay and his team at Smith Barney in 1999. When David left Smith Barney in 2002 to build up Evergreen Capital, Helene went with him to continue to serve his long term clients. At Evergreen, Helene assists our high net worth clients through complicated estate and account registration issues. She also works closely with the firm's team members to implement any improvement initiatives. In her spare time, Helene enjoys hiking with her three dogs, reading, and jewelry making.

BELLEVUE

10500 NE 8th Street, Suite 950

Bellevue, WA 98004

425.467.4600

50 California Street, Suite 3650

San Francisco, CA 94111

415.980.6300

PORTLAND

805 SW Broadway, Suite 610  

Portland, OR 97205

503.575.9758

NAPA

SAN FRANCISCO

1850 Soscol Ave, Suite 205

Napa, CA 94559

707.287.9686

 

DISCLOSURES