Sean Figueroa, CFA, CFP®

Managing Director, Family Office; Partner
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Based in San Francisco, Sean Figueroa is a Managing Director and Partner of Evergreen Gavekal and serves as a member of the firm’s Investment Team responsible for portfolio management and client servicing.

Prior to Evergreen Gavekal, Sean was a co-founder of Cypress Wealth Advisors in 2004, which provided comprehensive investment advisory services across traditional and non-traditional asset classes as well as advanced succession planning and tax services to private individuals and family groups. Before Cypress, Sean headed a business development team and was a portfolio manager to private clients and institutions at Atlantic Trust Private Wealth Management. Sean initiated his career as an analyst at Smith Barney, responsible for third party manager due diligence and asset allocation counsel.

He is currently a member of the CFA Society of San Francisco and holds both Chartered Financial Analyst® and Certified Financial Planner® designations. Sean received a Bachelor of Arts degree in Economics from the University of California, Berkeley.