THE INVESTMENT ENGINE

Our team has an experienced team of investment professionals who possess a broad understanding of global financial markets. Professional portfolio management techniques and unique strategies offer the sophistication of institutional management for investors of any size.  

LOUIS GAVE

Founder, Gavekal Research, Partner

After receiving his bachelor’s degree from Duke University and studying Mandarin at Nanjing University, Louis-Vincent joined the French Army where he served as a second lieutenant in a mountain infantry battalion. After a couple of years, Louis-Vincent left the army and joined Paribas Capital Markets where he worked as a financial analyst first in Paris, then in Hong Kong. Louis-Vincent left Paribas in 1999 to launch Gavekal Research with Charles Gave and Anatole Kaletsky. Louis-Vincent is CEO of Gavekal and frequently contributes to the research.

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TYLER HAY, MBA

Chief Executive Officer, Partner

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 Evergreen 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.

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QUINN STERLING

Wealth Consultant

Quinn is a native of Mercer Island, Washington and graduated from the University of Washington with an undergraduate degree in finance. He previously worked in institutional sales at Time Value Investments where he helped manage municipal investment portfolios for cities throughout the West Coast. During his years at the UW Quinn played for the Men’s Basketball Team while earning the 101 Club Scholar Athlete Award and the Lorenzo Romar Coaches Award. At Evergreen Quinn dedicates his talents to client acquisition and management, where he uses his passion for helping others to assist clients in meeting their many financial goals. He is Series 7, 63, and 66 certified.

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JEFF EULBERG, J.D., CFP®

Managing Director, Evergreen Partners Family Office, Partner

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 clients' financial needs. Jeff currently serves on O’dea High Schools Board of Directors.

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JEFF DICKS, CFA

Director, Portfolio Management, Partner

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. During 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 is a member of the investment committee and his responsibilities include portfolio research and implementation as well as market analysis. Jeff is a CFA® charterholder and is a member of the Seattle CFA Society.

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JONATHAN FULCHER, CFA

Portfolio Analyst

Jonathan is an Idaho native where he earned a Bachelor’s degree in Finance from Boise State University. Upon graduation in 2011, he joined Selway Asset Management as an analyst and trader before moving to New Zealand. During his nearly two years down under, he participated in multiple projects including research for wealth management software, competitor studies for a mobile application, and the entire wine making process from grape to bottle. Upon returning to the states, Jonathan joined Evergreen Gavekal in 2016 as a Portfolio Analyst. He is a CFA® charterholder and a member of the Seattle CFA Society.

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DAVID HAY

Chief Investment Officer, Partner

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.

DAVID HAY

Chief Investment Officer, Partner

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.

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KATIE VERCIO, CFP®

Certified Financial Planner

Katie grew up in Gig Harbor and graduated from Seattle Pacific University with a major in business administration, concentrating in finance and international business.  Prior to joining Evergreen, Katie worked at Morgan Stanley and Synergy Financial Management as a financial planner and investment analyst.  She holds a professional designation of a CERTIFIED FINANCIAL PLANNER® (CFP®).  She volunteers with Junior Achievement teaching financial principles to high school students as well as participating in The CFP Board Women’s Initiative (WIN) program. 

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MADELINE URQHART

Digital Marketing Specialist

Madeline Urquhart is originally from Idaho and graduated with honors from Washington State University. She received her Bachelor’s in Business Administration with a double major in marketing and finance. Before joining Evergreen, Madeline worked at a winery, public relations for WSU, and a real estate development firm.

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