Mark Nicoletti

Based in Napa, Mark Nicoletti is the Director of the Family Office Group at Evergreen Gavekal, where he oversees the firm’s Family Office offerings and services for ultra-high-net-worth clients. Mark is also an active member of Evergreen Gavekal’s Investment Team and contributes to the broader business strategy.

Before joining Evergreen Gavekal, Mark served as Regional Vice President at Forward Management, an asset management firm founded by the Getty Family in San Francisco. There, he led a successful sales initiative that grew firm assets from $500 million to over $6 billion. Prior to his role at Forward Management, Mark worked as an Equity Trader and Specialist at UBS/PaineWebber in Los Angeles.

Mark is on the Board of Directors of Eye Surgeons International, a U.S.-based nonprofit dedicated to eliminating avoidable blindness in Southern Zambia and the surrounding region.

Mark earned his BA in Business Finance from the University of Southern California (USC), where he was a scholarship member of the golf team and the first-ever four-time USC Scholar Athlete Award winner. Golf remains a passion, and Mark continues to compete in USGA amateur tournaments.