The Evergreen / Gavekal Team
Prior to joining the firm, Mark was Regional Vice President for Forward Management, an asset management firm founded by the Getty Family in San Francisco. There, he led a new sales effort to distribute their funds through the broker-dealer community. Firm assets grew from $500 million to over $6 billion during his tenure. Prior to joining Forward Management, he was a Specialist, Equity Trader for UBS/PaineWebber in Los Angeles, CA.
Mark received his BA from the University of Southern California in Business Finance where he was a scholarship member of the golf team. He was the first four-time USC Scholar Athlete Award Winner. Golf remains a passion as he is a regular USGA competitor in the amateur ranks.
Joe is Series 6, 63, 65, & 26 licensed.