WH
Wyatt Hay
Chief Compliance Officer at Evergreen Gavekal
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Work Experience
Apr 2011 - Present · 13 years and 8 months
Chief Compliance Officer
Feb 2016 - Present · 8 years and 10 months
Director Of Investment Operations
Jun 2014 - Feb 2016 · 1 years and 8 months
Business Operation; Research Associate
Apr 2011 - Jun 2014 · 3 years and 2 months
Company Details
11-50 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
Year Founded
1983
Social Media
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Industry
Financial Services
HQ Location
10500 NE 8th Street Suite 950 Bellevue, WA 98004, US
Keywords
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