Our Team

The people at Evergreen share a common vision. We understand that our firm is based on our client’s success. Our team-based approach to serving our clients allows each person to specialize in what they do best.

INVESTMENT TEAMCLIENT RELATIONSHIP MANAGERSCLIENT SERVICESOPERATIONS
David Hay
Chief Investment Officer, Partner
Louis Gave
Founder, Gavekal Research, Partner
Tyler Hay, MBA
Chief Executive Officer, Partner
Jeff Eulberg, J.D., CFP®
Director, Wealth Mngmt., Partner
Jonathan Fulcher
Portfolio Analyst
Mark Nicoletti
Director, UHNW, Partner
Jeff Dicks, CFA
Director of Portfolios
Penny Mandell, CDFA™
Senior Investment Advisor
Michelle Watson, CFA, CAIA
Executive Vice President
Steve Enos
Director, UHNW, Partner
Sean Figueroa
Director, UHNW, Partner
Chris Dankworth
Director, UHNW, Partner
Mike Wiesman
Client Relationship Manager,Partner
Jeff Otis
Client Relationship Manager
Rob Dainard
Client Relationship Manager, Research Associate
Larry Morris
Client Relationship Manager
Helene Fehler
Director of Client Services, Partner
Tom Eulberg
Operations and Client Service Specialist
Wyatt Hay, MBA
Director of Investment Operations
Jeff Razore
Business Development Officer Partner
Steve Conway
Operations Manager
Randy Wo-Eng
Trader / Compliance Associate
Lindsay Hall
Branding Manager
Digital Marketing Specialist
Maddie Burton
Office Manager
Madeline Urqhart
Office Manager