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Rob Dainard, CFA®

Wealth Consultant

 

 

 

In addition to working with clients directly, Rob assists Evergreen’s investment committee in company-specific research and analysis of market trends. Rob is a CFA® charter holder. He obtained his undergraduate degree from Washington State University and master’s degree from Boston University. Before joining Evergreen, Rob acted as a consultant to investors looking for a financial advisor. Rob started his career with the Global Private Client Group of Merrill Lynch. Memorable destinations for Rob include his time spent studying abroad in Paris and the ongoing trips to the park near his home, with his wife and daughter. His favorite timeless investment reads are Poor Charlie’s Almanack and The Most Important Thing.

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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