Evergreen Gavekal Employee Directory

Financial ServicesUnited States11-50 Employees

Evergreen Gavekal is an independent registered investment advisor (RIA) serving high-net-worth individuals, families, and endowments.

INTEGRATED WEALTH PLANNING: Combining financial planning and custom portfolio management helps clients more effectively meet their financial goals.

DYNAMIC INVESTMENT STRATEGIES: We don’t just rebalance you, we seize market opportunities.

ADVANCED DATA ANALYTICS: Our process allows us to analyze and measure changes in investor behavior.

PROPRIETARY INSTITUTIONAL RESEARCH: Clients benefit from access to one of the industry’s leading institutional research providers, used by prominent financial institutions in the world.

EXPERIENCED WEALTH MANAGEMENT: Our sole pursuit is to act in the best interest of our clients. We invest capital based on the application of fundamental research, evidence-based principles, and risk management. We also believe in an integrated approach to wealth management.

https://www.evergreengavekal.com/about

Find Evergreen Gavekal employees' phone numbers or email addresses

Evergreen Gavekal Global Highlights

Location
Employees

North America
54

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  • United States Of America
    54

Evergreen Gavekal's Leadership

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    J. P.
    President
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    H. J.
    Senior Financial Planner, Regional Director Oregon
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    H. F.
    Director
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    D. M.
    Client Relationship Manager
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    N. C.
    Marketing Manager
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    A. H.
    Sr. Content Strategist / Copywriter
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    A. K.
    Principal
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    G. H.
    Senior Analyst
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Contact profiles from Evergreen Gavekal

Name
Title
Contact Info
Location
Last Update
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    J. P.
    President
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    H. J.
    Senior Financial Planner, Regional Director Oregon
    Phone icon
    United StatesOregon
    Nov 12, 2025
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    H. F.
    Director
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    United StatesIdaho
    Nov 10, 2025
  • Stylized image of a person
    D. M.
    Client Relationship Manager
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    United StatesOregon
    Oct 23, 2024
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    N. C.
    Marketing Manager
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    UNITED STATES
    May 11, 2023
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    A. H.
    Sr. Content Strategist / Copywriter
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    United States
    Oct 26, 2025
  • Stylized image of a person
    A. K.
    Principal
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    Oct 18, 2024
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    G. H.
    Senior Analyst
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    United StatesMassachusetts
    Jan 16, 2024
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    T. H.
    Business Development, Family Office & Private Wealth Management
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    United StatesOregon
    Oct 22, 2025
  • Stylized image of a person
    D. M.
    Wealth Management Consultant
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    Oct 17, 2024

Frequently Asked Questions

What is Evergreen Gavekal known for?

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Evergreen Gavekal was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 1412 112th Ave NE, Suite 100 Bellevue, Washington 98004, US; you can contact the main corporate office by phone at . Explore Evergreen Gavekal's company overview page for more information.

What is Evergreen Gavekal's most common email format?

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Evergreen Gavekal employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Evergreen Gavekal email formats with LeadIQ.

How many employees does Evergreen Gavekal have currently?

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Evergreen Gavekal has approximately 40 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Evergreen Gavekal's key employees and leadership?

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As of October 2025, Evergreen Gavekal's key employees include:

  • President: J. P.
  • Senior Financial Planner, Regional Director Oregon: H. J.
  • Director: H. F.
  • Client Relationship Manager: D. M.
  • Marketing Manager: N. C.

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