Jeff Dicks, CFA

Co-Chief Investment Officer; Partner
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Jeff is Evergreen Gavekal’s Co-Chief Investment Officer. His responsibilities include portfolio research and implementation, as well as market analysis. His clarity of vision and ability to articulate the reasons for which we make investment decisions ensures our wealth consultants are well-versed and confident in Evergreen Gavekal’s investment strategies. 

Prior to joining Evergreen Gavekal in August 2011, Jeff worked for Bloomberg in New York City. During his time there, Jeff worked on the analytics desk as a fixed income specialist, and worked in sales, both as a product specialist and regional account manager. Jeff started his career in the financial industry while interning at Merrill Lynch and Smith Barney in their wealth management divisions during college. 

Jeff graduated from Cornell University with a bachelor’s degree in Agriculture and Life Science, Applied Economics and Management with concentration in Finance. At Cornell, Jeff also played Varsity Football. 

Jeff is a CFA® charterholder and is a member of the Seattle CFA Society.