OUR TEAM | Evergreen Gavekal

A multi-generational wealth management firm that will grow alongside you for your family's lifetime.

LEADERSHIP TEAM

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Tyler Hay

Chief Executive Officer, Partner

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Michelle Watson, CFA, CAIA, CFP®

Partner and Executive Vice President,
Family Office

Jeff Eulberg, J.D., CFP®

Managing Director, Family Office, Partner

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David Hay
Co-Chief Investment Officer, Founder Emeritus, Partner

Louis Gave

Partner

ADVISORS

ADVISORS

Sean Figueroa

Managing Director, Family Office, Partner

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Jeff Otis

Senior Wealth Consultant, Partner

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Heidi Jeromanovs, CFP®

Senior Financial Planner, Regional Director, Oregon

Chris Dankworth

Managing Director, Family Office, Partner

Mark Nicoletti

Managing Director, Family Office, Partner

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Steve Enos

Managing Director, Family Office, Partner

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Katie Vercio, CFP®, CDFA

Senior Financial Planner

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Quinn Sterling, CFP®

Wealth Consultant

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Mike Wiesmann

Wealth Consultant, Partner

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Rob Dainard, CFA

Wealth Consultant, Research Associate

Tygue Howland

Business Development

Kaeli Kaainoa
Wealth Consultant

INVESTMENT & OPERATIONS

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Wyatt Hay

Chief Operating Officer, Partner

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Jeff Dicks, CFA
Co-Chief Investment Officer
Partner

Helene Fehler

Director of Client Services, Partner

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Tom Eulberg, CFP®

Operations and Client Service Specialist

Jeff Razore

Business Development Officer, Partner

Chuck Baird
Senior Investment Operations Associate

Monette de la Rosa
Senior Associate

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Randy Wo-Eng

Head Trader

Gherman Howell

Senior Analyst

Sydney Ford
Executive Assistant

Aleisha Hellinger

Marketing Assistant

Office Manager

Christina Rondepierre
Client Service Associate

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Michael Johnston

Tech Contributor

Vicki Fisher, CFP®

Associate

Join Our Team

Are you interested in working as an adviser or service associate on our Private Wealth team? We are looking for dynamic, motivated professionals who would like to establish a long-term career in investment management, financial advice, and tax accounting. With offices along the West Coast, we are hiring in most of our locations for experienced individuals, eager to adapt to best serve clients in this rapidly evolving industry.

Senior Client Relations Manager (Tax)

Don't see an open position that's right for you? Send your resume to info@evergreengavekal.com