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Jeff Dicks
Analyst-Equity bei Evergreen Capital Management LLC
Profil
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.
Aktive Positionen von Jeff Dicks
Unternehmen | Position | Beginn |
---|---|---|
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 | 01.08.2011 |
Ehemalige bekannte Positionen von Jeff Dicks
Unternehmen | Position | Ende |
---|---|---|
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 | 01.07.2011 |
Ausbildung von Jeff Dicks
Cornell University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 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 |