MANAGING DIRECTOR, ULTRA HIGH NET WORTH, PARTNER
Based in the Bay Area, Mark Nicoletti is the Director of the Family Office Group at Evergreen GaveKal. Mark manages the firm’s Family Office offering and services ultra-high net worth clientele. Mark is also a member of Evergreen GaveKal’s Investment Team and supports a team of marketers based in the Pacific Northwest. In addition, Mark oversees business development efforts in California.
Prior to joining the firm, Mark was Regional Vice President for Forward Management, an asset management firm founded by the Getty Family in San Francisco. There, he led a new sales effort to distribute their funds through the broker-dealer community. Firm assets grew from $500 million to over $6 billion during his tenure. Prior to joining Forward Management, he was a Specialist, Equity Trader for UBS/PaineWebber in Los Angeles, CA.
Mark received his BA from the University of Southern California in Business Finance where he was a scholarship member of the golf team. He was the first four-time USC Scholar Athlete Award Winner. Golf remains a passion as he is a regular USGA competitor in the amateur ranks.