About Kenia
Kenia began her career in the financial services industry with Wells Fargo in 2016. She later transitioned to Bank of America/Merrill Lynch in 2018. Kenia holds the FINRA Series 7, 66, and 63 licenses. She joined the Evergreen Gavekal team in 2023 as a Senior Client Service Associate.
She was born and raised in Northern California and moved to Seattle, Washington in 2018. Kenia earned her Bachelor of Science degree in Business Administration from Central Washington University. In her spare time, she enjoys spending time with her dog Winston and fiancé Daniel. Some of her hobbies include cooking new cuisines, attending concerts, hiking, and traveling.
Education & Qualifications
No education information available.
Professional Affiliations
No affiliation information available.
Recent Articles & Insights from Kenia
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.