EVERGREEN CAPITAL MANAGEMENT LLC

EVERGREEN CAPITAL MANAGEMENT LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 104931). Regulatory assets under management: $7.2B.

Registration

Business model

Compensation: % of AUM, Fixed, Performance, Other.

Clients served: Individuals, High net worth, Charities, Corporations, Investment cos, Other.

Officers, owners & control persons (26)

Showing 25 of 26 people.

NameRoleLocation
William Wyatt HayCHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICERBellevue, WA
Tyler Bradley HayMEMBER/CHIEF EXECUTIVE OFFICER
Michael Jay WiesmannCUSTOMER RELATIONSHIP MANAGER/MEMBER
Jeffrey Warren RazoreBRAND DEVELOPMENT MANAGER /MEMBER
David Mills HayMEMBER
Olesya S SinitsaMEMBER
Jeffrey Michael EulbergDIRECTOR OF WEALTH MANAGEMENT AND OWNER; DIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL/DIRECTOR OF COMPLIANCE
Jeffrey B DicksCHIEF INVESTMENT OFFICER
Jeffrey Earl OtisDIRECTOR OF PRIVATE WEALTH AND OWNER; OWNER
HAY DAVID MILLSCO-CHIEF INVESTMENT OFFICER; MEMBER; MEMBER/CHIEF INVESTMENT OFFICER
MORRIS LARRY PINKLEYMANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MEMBER
MORRIS SHARMON MARIECHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER
HAY TYLER BRADLEYCHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; MEMBER/CHIEF EXECUTIVE OFFICER
KARR WILLIAM THOMASMEMBER
WATSON ROSANN KAYCHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER
WIESMANN MICHAEL JAYCUSTOMER RELATIONSHIP MANAGER/MEMBER; SHAREHOLDER
DUNN STEPHEN JEROMECUSTOMER RELATIONSHIP MANAGER/MEMBER; SHAREHOLDER
RAZORE CJEFFBRAND DEVELOPMENT MANAGER /MEMBER; SHAREHOLDER
CREEL KELLY LUSKSHAREHOLDER
SINITSA OLESYA SDIRECTOR OF RESEARCH AND PORTFOLIO MANAGER/MEMBER; MEMBER
HAY WILLIAM WYATTCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER
EULBERG JEFFREY MICHAELDIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL; DIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL/DIRECTOR OF COMPLIANCE
DICKS JEFFREY BCO-CHIEF INVESTMENT OFFICER; PORTOLIO MANAGER
RAZORE JEFFREY WARRENBRAND DEVELOPMENT MANAGER /MEMBER
OTIS JEFFREY EARLOWNER

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