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.

Prior to Evergreen Gavekal, Sean was co-founder of a multi-family office which provided investment advisory services across traditional and non-traditional asset classes as well as advanced succession planning and tax services to private individuals. Prior to that, Sean headed a business development team and was a portfolio manager at Atlantic Trust Private Wealth Management. Sean initiated his career as a quantitative analyst at Smith Barney.

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.