About Jeff
Jeff is the Director of Evergreen Gavekal’s Private Wealth Management division and a firm partner. He has been with the firm for over a decade and has hundreds of millions of assets under management. He enjoys educating clients about the wealth management process and believes trust is the most vital part of a healthy professional relationship.
After graduating from George Fox University with a business degree, Jeff worked in both the insurance and real estate industries before joining Evergreen Gavekal.
Born and raised in the Pacific Northwest, Jeff is proud to call the Woodinville area home.
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.