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Jeff Dicks, CFA

Director, Portfolio Management, Partner

 

 

Jeff graduated from Cornell University with a bachelor’s degree in Agriculture and Life Science, Applied Economics and Management with concentration in Finance. At Cornell, Jeff also played Varsity Football. During college, Jeff had internships at Merrill Lynch as well as Smith Barney in their wealth management divisions. Prior to joining Evergreen Capital in August 2011, Jeff worked for Bloomberg in New York City for four years. During his time there, Jeff worked on the analytics desk as a fixed income specialist, and also worked in sales, both as a product specialist and regional account manager. At Evergreen, Jeff is a member of the investment committee and his responsibilities include portfolio research and implementation as well as market analysis. Jeff is a CFA® charterholder and is a member of the Seattle CFA Society.

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

 

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