About Quinn
As a Wealth Consultant at Evergreen Gavekal, Quinn dedicates his talents to client acquisition and management. His passion for helping others helps him to assist clients in meeting their many financial goals. He is a CERTIFIED FINANCIAL PLANNER (CFP®), as well as Series 63 and 66 certified.
Quinn previously worked in institutional sales at Time Value Investments where he helped manage municipal investment portfolios for cities throughout the West Coast.
Quinn is a native of Mercer Island, Washington and graduated from the University of Washington with an undergraduate degree in Finance.
During his years at the UW Quinn played for the Men’s Basketball Team while earning the 101 Club Scholar Athlete Award and the Lorenzo Romar Coaches Award.
Education & Qualifications
No education information available.
Professional Affiliations
No affiliation information available.
Recent Articles & Insights from Quinn
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.