About David
David Scharf joined the Evergreen Gavekal team in 2026 as a Senior Client Service Associate. He began his career in financial services as an Investment Analyst at RVK in Portland, Oregon in 2017, before transitioning to Madison Investments in Madison, Wisconsin in 2020, where he served as a Client Service Associate. David brings a strong analytical background and an ability to build tools that expand the breadth and accuracy of client services.
Born and raised in Bellingham, Washington, David is glad to be back in Washington State and closer to family. He earned his Bachelor of Science in Mathematics from the University of Washington and holds the FINRA Series 65 license.
In his spare time, he enjoys spending time outdoors and exploring the expansive landscapes of the Pacific Northwest.
Education & Qualifications
University of Washington