Brian Kelly Evans
Chief Executive Officer at Madrona Financial Services LLC
Profile
Mr. Brian K.
Evans, CPA, is a Chief Investment Officer, Lead Planner & Senior Portfolio Manager at Madrona Financial Services LLC.
He is on the Board of Directors at YMCA of Snohomish County.
Mr. Evans was previously employed as a CIO, Lead Planner & Senior Portfolio Manager by Madrona Funds LLC.
He received his undergraduate degree from Washington State University.
Brian Kelly Evans active positions
| Companies | Position | Start |
|---|---|---|
Madrona Financial Services LLC
 Madrona Financial Services LLC Investment ManagersFinance Madrona Financial Services LLC (Madrona) is an independent registered investment advisor headquartered in Everett, Washington. The firm was founded in 1999 as BondStreet Wealth Management LLC. Madrona provides portfolio management services to individual and institutional clients using model asset allocation portfolios. | Chief Executive Officer | 31/12/1998 |
YMCA of Snohomish County
 YMCA of Snohomish County Services to the Health IndustryHealth Services YMCA of Snohomish County is a non-profit organization that provides child care, youth development, wellbeing, and social services. The company was founded in 1844 and is headquartered in Everett, WA. | Director/Board Member | - |
Former positions of Brian Kelly Evans
| Companies | Position | End |
|---|---|---|
Madrona Funds LLC
 Madrona Funds LLC Investment ManagersFinance Founded in 2010 by Brian Evans, Madrona Funds LLC is a registered investment advisor located in Everett, Washington. The firm serves as the sub-advisor on three actively managed ETFs. They are an affiliate of BondStreet Wealth Management LLC, a registered investment advisor, and Bauer Evans, Inc., a full-service Certified Public Accounting firm | Chief Executive Officer | 25/04/2019 |
Training of Brian Kelly Evans
| Washington State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
YMCA of Snohomish County
YMCA of Snohomish County Services to the Health IndustryHealth Services YMCA of Snohomish County is a non-profit organization that provides child care, youth development, wellbeing, and social services. The company was founded in 1844 and is headquartered in Everett, WA. | Health Services |
Madrona Funds LLC
Madrona Funds LLC Investment ManagersFinance Founded in 2010 by Brian Evans, Madrona Funds LLC is a registered investment advisor located in Everett, Washington. The firm serves as the sub-advisor on three actively managed ETFs. They are an affiliate of BondStreet Wealth Management LLC, a registered investment advisor, and Bauer Evans, Inc., a full-service Certified Public Accounting firm | Finance |
Madrona Financial Services LLC
Madrona Financial Services LLC Investment ManagersFinance Madrona Financial Services LLC (Madrona) is an independent registered investment advisor headquartered in Everett, Washington. The firm was founded in 1999 as BondStreet Wealth Management LLC. Madrona provides portfolio management services to individual and institutional clients using model asset allocation portfolios. | Finance |
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