About Lenora
Lenora joined the Evergreen Gavekal team in 2024 as a client service associate. Prior to Evergreen, she worked at The Smith Richards Group and MassMutual. Lenora enjoys actively collaborating with advisors to craft tailored financial planning solutions.
Lenora was born and raised in Bellevue, Washington. She graduated from Santa Clara University with a Bachelor of Arts in Finance and minor in Real Estate. She holds her Life and Health Insurance License as well as the Finra Series 7.
Outside of work, Lenora enjoys spending as much time as possible on Lake Washington and sharing meals with family and friends.
Education & Qualifications
No education information available.
Professional Affiliations
No affiliation information available.
Recent Articles & Insights from Lenora
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.