About Tom
Tom is Evergreen Gavekal’s Director of Compliance. Working closely with the Chief Operating Officer, Tom helps implement initiatives to ensure the firm is maintaining the highest level of compliance standards. He is also responsible for the day-to-day operations at the firm.
Tom is an alumnus of the University of San Diego, where he earned an undergraduate degree in finance. While at USD, Tom was a quarterback on the football team. Tom returned to the PNW in 2010, joining the team at Evergreen Gavekal.
In his free time Tom enjoys golfing, watching football in the fall, and traveling with his family.
Education & Qualifications
No education information available.
Professional Affiliations
No affiliation information available.
Recent Articles & Insights from Tom
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.