Managing Director, Family Office; Partner
Jeff Eulberg, JD, CFP®
About Jeff
Jeff is Managing Director of Evergreen Gavekal’s Family Office in Bellevue. His expertise plays an integral role in maintaining and advancing the services our firm offers to Family Office clients. A CERTIFIED FINANCIAL PLANNER, Jeff joined Evergreen Gavekal in 2005.
Jeff is an alumnus of Portland State University, where he earned an undergraduate degree in finance. He also holds a law degree from Seattle University where he graduated Cum Laude.
Jeff previously served on O’Dea High School’s Board of Directors from 2011-2018. From 2015-2022, he served on the Board of Trustees and was the Finance Committee Chair of the Portland State University Foundation. Jeff currently serves as a foundation board member for Overlake Hospital in Bellevue, WA. He is also on the Board of Trustees and serves as the Treasurer of Uplift Northwest – a nonprofit focused on serving the Seattle homeless community.
In his free time, Jeff likes to play golf with his family at Tumble Creek and vacation in Hawaii.
Jeff was listed in Forbes Best-in-State Wealth Advisors 2024.
Forbes also named Jeff #9 Best-in-State Wealth Advisors in 2020, as well as Top 25 Next-Gen Best-in-State Wealth Advisors 2019.
PROFESSIONAL BACKGROUND
Jeff is Managing Director of Evergreen Gavekal’s Family Office in Bellevue. His expertise plays an integral role in maintaining and advancing the services our firm offers to Family Office clients. A CERTIFIED FINANCIAL PLANNER, Jeff joined Evergreen Gavekal in 2005.
Education & Qualifications
No education information available.
Professional Affiliations
No affiliation information available.
Recent Articles & Insights from Jeff
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.