


Evergreen Gavekal Email Formats
Financial Services • 1412 112th Ave NE, Suite 100, United States • 21-50 Employees
Evergreen Gavekal Email Formats
Evergreen Gavekal uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@evergreengavekal.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@evergreengavekal.com | 75% |
{first name}{last name} | johndoe@evergreengavekal.com | 14.3% |
{first initial}{first initial} | jj@evergreengavekal.com | 3.6% |
{first initial} | j@evergreengavekal.com | 3.6% |
{last name}{last name} | doedoe@evergreengavekal.com | 3.6% |
Key Contacts at Evergreen Gavekal
Jeff Otis
Director Of Private Wealth, Partner
Christopher Dankworth
Managing Director & Partner At Evergreen Gavekal
Katie Vercio
Director Of Financial Planning
Sean Figueroa
Managing Director & Partner
Tom Eulberg
Director Of Compliance
Heidi Jeromanovs
Senior Financial Planner, Regional Director Oregon
Helene Fehler
Director
Company overview
| Headquarters | 1412 112th Ave NE, Suite 100, Bellevue, Washington 98004, US |
| Phone number | +17072879686 |
| Websites | |
| NAICS | 52 |
| Founded | 1983 |
| Employees | 21-50 |
| Socials |
About Evergreen Gavekal
Evergreen Gavekal is an independent registered investment advisor (RIA) serving high-net-worth individuals, families, and endowments. INTEGRATED WEALTH PLANNING: Combining financial planning and custom portfolio management helps clients more effectively meet their financial goals. DYNAMIC INVESTMENT STRATEGIES: We don’t just rebalance you, we seize market opportunities. ADVANCED DATA ANALYTICS: Our process allows us to analyze and measure changes in investor behavior. PROPRIETARY INSTITUTIONAL RESEARCH: Clients benefit from access to one of the industry’s leading institutional research providers, used by prominent financial institutions in the world. EXPERIENCED WEALTH MANAGEMENT: Our sole pursuit is to act in the best interest of our clients. We invest capital based on the application of fundamental research, evidence-based principles, and risk management. We also believe in an integrated approach to wealth management. https://www.evergreengavekal.com/about
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Evergreen Gavekal has 24 employees across 7 departments.
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Number of employees
Funding Data
Evergreen Gavekal has never raised funding before.
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