Sean Figueroa, CFA, CFP®

Sean Figueroa is a Managing Director and Partner at Evergreen Gavekal, based in San Francisco. He is a member of the firm’s Investment Team, contributing his extensive knowledge of client strategy and portfolio management.

Before joining Evergreen Gavekal, Sean co-founded a multi-family office that provided investment advisory services across both traditional and alternative asset classes, along with advanced succession planning and tax services for high-net-worth individuals. Prior to that, he led a business development team and served as a portfolio manager at Atlantic Trust Private Wealth Management. Sean began his career as a quantitative analyst at Smith Barney.

Sean is a member of the CFA Society of San Francisco and holds both the Chartered Financial Analyst® (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. He earned a Bachelor of Arts degree in Economics from the University of California, Berkeley.