David Mills Hay
Chief Investment Officer at Evergreen Capital Management LLC
Profile
Mr. David M.
Hay is a Co-Chief Investment Officer & Partner at Evergreen Capital Management LLC.
He continues to serve his long-time clients as Chief Investment Officer with special emphasis in macro economic research.
Mr. 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.
He 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, Mr. Hay also served on the Smith Barney Directors Advisory Group, gaining valuable experience in merger integration and client service enhancement.
Leaving Smith Barney in 2002, he acquired a majority equity interest in Evergreen Capital Management.
He received his undergraduate degree from the University of Washington.
David Mills Hay active positions
| Companies | Position | Start |
|---|---|---|
Evergreen Capital Management LLC
 Evergreen Capital Management LLC Investment ManagersFinance Evergreen Capital Management LLC (Evergreen) is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1983 and is a subsidiary of D & M Hay LLC. Evergreen provides investment supervisory services, investment consulting, and financial planning to a variety of types of clients which includes individuals, trusts, endowments, and pension and retirement plan accounts. | Chief Investment Officer | 30/06/2002 |
Former positions of David Mills Hay
| Companies | Position | End |
|---|---|---|
| Smith Barney Asset Management | Portfolio Manager-Equities | 30/12/2001 |
| Dean Witter Reynolds, Inc. | Corporate Officer/Principal | 30/12/1989 |
Training of David Mills Hay
| University of Washington | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Evergreen Capital Management LLC
Evergreen Capital Management LLC Investment ManagersFinance Evergreen Capital Management LLC (Evergreen) is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1983 and is a subsidiary of D & M Hay LLC. Evergreen provides investment supervisory services, investment consulting, and financial planning to a variety of types of clients which includes individuals, trusts, endowments, and pension and retirement plan accounts. | Finance |
| Dean Witter Reynolds, Inc. | Finance |
| Smith Barney Asset Management | Finance |
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