The Evergreen / Gavekal Team

David Hay has been employed in the securities industry since 1979 when he joined Dean Witter Reynolds, now Morgan Stanley. He rose to the position of Senior Vice President in 1983. In 1985 he was the youngest member to be elected to Dean Witter’s elite Chairman’s Council. David and his team joined Smith Barney in 1990 and were instrumental in establishing the Portfolio Advisory Program. Fulfilling the positions of Senior Vice President, Senior Portfolio Manager and Director, David also served on the Smith Barney Directors Advisory Group, gaining valuable experience in merger integration and client service enhancement. Leaving Smith Barney in 2002, David acquired a majority equity interest in ECM. He continues to serve his long-time clients as Chief Investment Officer with special emphasis in macro economic research.
Born in Vladivostok, Russia, Olesya came to the US in 1995 as a winner of the merit-based academic exchange program. In 1999 she graduated Magna Cum Laude from the University of Alaska with a bachelor of science in mathematics, and in 2003 she attained a second bachelor degree in computer science. Olesya began her investment career with McKinley Capital Management, an institutional investment manager located in Anchorage, Alaska. She is a Certified Financial Analyst and a member of the CFA Institute, as well as the Seattle Society of Security Analysts. Joining ECM in 2004, Olesya currently oversees the firm-wide research effort while also directing the Right Cycle Investment process.
Jeff is a Seattle native. He attended Bellevue High School and later earned his undergraduate degree from the University of Washington. After college, Jeff helped found and launch NDR media. The company specialized in designing and installing interactive software that focused on wayfinding while leveraging retail advertisements. Jeff is actively involved in community service and local athletics; he has coached football at Bellevue High School for thirteen years. Jeff joined Evergreen GaveKal as a minority shareholder and also works on the business and marketing side of the firm; he focuses on helping the firm develop strategic partnerships, alliances, and relationships within the region.
Mike is a native of Vancouver, Washington and a 1976 graduate of the University of Puget Sound. He began his lifelong career in the financial services industry by working in the Pensions and Profit Sharing group at Massachusetts Mutual in Portland, Oregon and gaining experience at Bache Halsey Stuart Shields in Seattle, Washington. Mike accepted a position with Smith Barney in 1982, and enjoyed early success becoming a Senior Vice President in 1987. He served Smith Barney in the areas of sales and branch management for 23 years, until joining ECM in 2005 as a Managing Director. Mike became a Principal in 2006 and is currently responsible for ECM’s marketing relationships with the financial services industry.
Larry is a native of Hoquiam, WA and graduated from the University of Washington in 1965 with a degree in Finance.  Larry began his investment career in 1963 with Dean Witter, now Morgan Stanley.  Over a 27 year career with the firm, his positions included roles as a research analyst in NYC, broker and Assistant Manager and, in 1978, Senior Vice President and Branch Manager.  In 1979, he hired David Hay as a broker trainee.  From 1990 to 1994, Larry held management positions with Smith Barney and Oppenheimer.  In 1994 he established Morris Capital, which he merged into Evergreen Capital in 1999 upon his purchase of the firm from Bill Karr.  In 2002, David Hay joined Evergreen as Chief Investment Officer and purchased a majority interest in the company.
A Pacific Northwest resident his entire life, Jeff grew up on the east side of Lake Washington. Attending George Fox University, he earned a degree in business marketing, and has put that to use in the fields of insurance, real estate advertising and now wealth management. Joining ECM in 2007, Jeff works in client acquisition and management. He also supports the marketing and branding efforts of the firm through social and web-based advertising.
In addition to working with clients directly, Rob assists Evergreen’s investment committee in company specific research and analysis of market trends. Rob is currently a CFA Level 2 candidate; he obtained his undergraduate from Washington State University and holds a masters degree in financial management from Boston University. Prior to joining Evergreen, Rob acted as a consultant to investors in search of a financial advisor. Rob started his career with the Global Private Client Group of Merrill Lynch. A memorable destination for Rob was his time spent studying abroad in Paris; his favorite book is The Lessons of History by Will Durant.
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. After college, Jeff had internships at Merrill Lynch as well as Smith Barney in their wealth management divisions. Prior to joining Evergreen Capital in August 2011, Jeff worked for Bloomberg in New York City for four years. During his time there, Jeff worked on the analytics desk as a fixed income specialist, and also worked in sales, both as a product specialist and regional account manager. At Evergreen, Jeff’s responsibilities include portfolio research and market analysis. He works closely with the members of our investment committee team on a number of portfolio management tasks.
Jeffrey is an alumnus of Portland State University, where he earned an undergraduate degree in finance. He also holds a law degree from Seattle University where he graduated Cum Laude. A Certified Financial Planner, Jeff joined ECM in 2005 and is a member of both the research team and investment committee. He plays an integral role in advancing our Wealth Planning services as we continue to look for additional ways to address our client’s financial needs. Jeff currently serves on O’dea High Schools Board of Directors.
A Seattle native, Tyler attended Boston University where he obtained his undergraduate degree in finance. Earning his masters in business administration from Seattle University, he was inducted into the Beta Kappa Sigma Honors Society. Tyler joined ECM in 2004 as an equity analyst. In addition, he has spent time working on business development as well as the firm’s operations. Tyler remains a member of the investment committee and currently oversees all business activities.
Based in the Bay Area, Mark Nicoletti is the Director of the Family Office Group at Evergreen GaveKal. Mark manages the firm’s Family Office offering and services ultra-high net worth clientele. Mark is also a member of Evergreen GaveKal’s Investment Committee and supports a team of marketers based in the Pacific Northwest. In addition, Mark oversees business development efforts in California, and (in partnership with GaveKal) he is also responsible for distributing Asia-focused funds to institutional U.S. investors.

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.

Bob began his career as a broker at Dean Witter & Company in Bellevue, Washington. Deciding to transition to the institutional side of the industry, Bob contributed his expertise at Piper Capital Management, which became First American Asset Management, and was also instrumental at Key Asset Management, a division of Key Bank. He spent several years serving the corporate and Taft Harley markets, and was a Marketing Consultant for the private equity firm, Pacific Corporate Group, out of La Jolla, California. Bob joined ECM in 2007, bringing with him over 35 years of diverse experience in the financial services industry.
Born in Boston, Stephen moved to the Northwest in 1982 and began working at Nordstrom. After 15 years in positions that varied from stocking inventory to store management, he left to pursue a career in finance with RBC Dain Rauscher. Stephen is currently an active member and former Chair of the Dale Turner Family YMCA. He joined ECM in 2006 as a Marketing Consultant, and is an asset in all area’s of the firm’s marketing efforts, especially in respect to working with new clients who have grown tired of the out-dated model for the broker-client relationship.
Elena has been in the financial services industry since 2000. Prior to joining Evergreen Capital Management in 2011, she was a Senior Financial Associate at Oppenheimer & Co. Inc. In 2004 she joined UBS Financial Services Inc. and became one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. Elena holds general securities and Registered Investment Advisor Representative licenses (Series 6, 7, 31, 63 & 65), as well as life, disability and long-term care insurance licenses. She also earned the CERTIFIED FINANCIAL PLANNERTM professional designation. Elena graduated from Irkutsk State University in Russia with a master’s in education and linguistics. Active in the local community, Elena is a past member of the Bellevue Breakfast Rotary Club and served on the board of directors as a treasurer of Art with Heart for five years.
Joe began his career with Farmers Financial Services as a Registered Principal managing agents and brokers in Washington state. Joe brings to Evergreen a high level of expertise with regards to complex insurance products and wealth management strategies. His last six years in the financial services industry has been centered on growing and managing a team of registered brokers. Throughout his career, Joe has always had a passion for helping his team reach their goals; his leadership and experience is a great asset to the Evergreen team. Joe is very driven and competitive; out of the office he enjoys playing pick-up basketball, golfing, triathlons and working on his classic cars. Joe graduated from Portland State University with a degree in Financial Management. He was also the quarterback and captain of the PSU football team, and had a brief professional career for the Montreal Alouettes of the Canadian Football League.

Joe is Series 6, 63, 65, & 26 licensed.

A native of Portland Oregon, David graduated from Walla Walla University with a BA degree in Business Administration. As a member of the investment community since joining E.F. Hutton in 1985, David’s brokerage experience spanned 17 years, a majority of those years as Vice President with Black & Company which was acquired by Wells Fargo Investments. In 2005, he transitioned into Business Development with Northwest Investment Counselors, where he exercised his passion for new client development and assuring that client needs and goals were achieved. David recently joined Evergreen Capital in their new Portland, Oregon office. He continues to be an advocate for clients, providing personal and dynamic investment management services.  David is on the Board of Directors for the Children’s Center of Clackamas County.   The Children’s Center mission is to support and medically assess children who are suspected victims of abuse or neglect.