Managing Director, Partner, Family Office
Steve Enos is a Managing Director at Evergreen Gavekal and brings over 25 years of experience managing portfolios for high net worth clients. Prior to joining Evergreen, Steve was a principal and founder of Cypress Wealth Advisors, a wealth management firm located in San Francisco. Before joining Cypress Wealth Advisors in 2004, Steve was a senior vice president and principal with Stein Roe Investment Counsel, responsible for investment portfolios for the firm’s multigenerational family client base. Previously, Steve was an analyst and portfolio manager at 3Bridge Capital and its predecessor firm, Hanson Investment Management. Earlier in his career, Steve was senior principal at Wells Capital Management, with responsibility for $1.3 billion in mid-cap growth funds. Steve serves as the Chair for the San Francisco Archdiocese investment committee and is an advisor to the UC Davis Foundation investment committee. He is a chartered financial analyst and a member of the CFA Society of San Francisco. Steve earned his Bachelor of Science degree in Agricultural and Managerial Economics from University of California at Davis.