About Helene
Helene is the Director of Client Services at Evergreen Gavekal. She has been with the firm since 2002, after leaving her previous position at Smith Barney to continue working with David Hay and his long-term clients. Helene has over 30 years of experience assisting high-net-worth clients with the implementation of their financial plans, including time spent at Fidelity Investments and Piper Jaffrey.
Born in Sweden, Helene graduated from University of Ostersund in 1986 with a Bachelor of Science in Human Resources; she moved to the United States in 1987.
Helene splits her time between Idaho and Arizona, spending her free time hiking with her pack of Australian Shepherds, reading, and making jewelry.
Education & Qualifications
No education information available.
Professional Affiliations
No affiliation information available.
Recent Articles & Insights from Helene
Market Volatility and Investment Strategies for 2024
An in-depth analysis of current market conditions and strategic approaches to portfolio management in uncertain times.
The Rise of ESG Investing: Opportunities and Challenges
Exploring the growing importance of Environmental, Social, and Governance factors in modern investment decisions.
Technology Sector Outlook: AI and Innovation Trends
A comprehensive look at emerging technologies and their potential impact on investment portfolios and market dynamics.
Global Economic Trends and Their Investment Implications
Understanding macroeconomic indicators and their influence on asset allocation and investment strategy.