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Jeff Dicks
Analyst-Equity at Evergreen Capital Management LLC
Profile
Mr. Jeffrey B.
Dicks, CFA, is a Co-Chief Investment Officer & Partner at Evergreen Capital Management LLC.
He joined the firm in August 2011 and is a member of the investment committee and his responsibilities include portfolio research and implementation as well as market analysis.
Prior to joining Evergreen Capital, Mr. Dicks worked for Bloomberg in New York City for four years.
During his time there, he worked on the analytics desk as a fixed income specialist, and also worked in sales, both as a Product Specialist and Regional Account Manager.
He holds a Bachelor’s degree in Agriculture and Life Science, Applied Economics and Management with concentration in Finance.
from Cornell University.
Mr. Dicks is a CFA charter holder and is a member of the Seattle CFA Society.
Jeff Dicks 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. | Analyst-Equity | 31/07/2011 |
Former positions of Jeff Dicks
Companies | Position | End |
---|---|---|
Bloomberg, Inc.
![]() Bloomberg, Inc. Internet Software/ServicesTechnology Services Bloomberg, Inc. provides market data research and publishing services. It offers online publishing and marketing services. The firm provides data, news, analytics and solutions for professional, corporate and government. The company is headquartered in New York, NY. | Corporate Officer/Principal | 30/06/2011 |
Training of Jeff Dicks
Cornell University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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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 |
Bloomberg, Inc.
![]() Bloomberg, Inc. Internet Software/ServicesTechnology Services Bloomberg, Inc. provides market data research and publishing services. It offers online publishing and marketing services. The firm provides data, news, analytics and solutions for professional, corporate and government. The company is headquartered in New York, NY. | Technology Services |
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