Evergreen Capital Management LLC

Victoria Fisher is a CFP® with 26 years of experience in the financial industry. She has worked at Evergreen Capital Management LLC since 2019, following roles at YIS Capital and Morgan Stanley. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process and proprietary programs such as Right Cycle Investing™, combining ETFs, individual securities, and private fund interests to meet client needs.

Elizabeth Blasingame is a financial advisor at Evergreen Capital Management LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Evergreen Capital Management serves a diverse range of private clients, including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation approach and proprietary programs such as Right Cycle Investing™, incorporating fundamental, macroeconomic, and third-party research alongside artificial intelligence to guide investment decisions.

Jeffrey Dicks is a Series 65-licensed financial advisor with Evergreen Capital Management LLC in Bellevue, WA, where he has worked since 2011. He has 13 years of industry experience. Outside of his advisory role, he served as an assistant defensive line coach for the Bellevue High School football team in 2011, mentoring students both athletically and academically. Evergreen Capital Management advises a diverse client base including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation approach and proprietary programs such as Right Cycle Investing™, integrating fundamental and macroeconomic research with artificial intelligence, and manages multiple private funds alongside client portfolios.

Mark Nicoletti is a financial advisor at Evergreen Capital Management LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Evergreen Capital Management since 2012. Nicoletti also serves as director of the Family Office Group for Evergreen Gavekal, a registered investment advisor. Evergreen Capital Management advises a diverse client base including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation approach supported by proprietary research and artificial intelligence, managing multiple private funds and providing tailored investment solutions.

Gherman Howell is a financial advisor at Evergreen Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Evergreen Gavekal since 2018, with prior experience at Boston College. Evergreen Capital Management serves a diverse range of private clients, including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process and branded programs like Right Cycle Investing™, utilizing fundamental, fund-flow, macroeconomic, and third-party research alongside artificial intelligence, and manages multiple private funds with performance-based fee arrangements for qualified clients.

Michael Wiesmann is a financial advisor at Evergreen Capital Management LLC in Bellevue, WA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Evergreen Capital Management since 2005. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family-office relationships, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process and proprietary programs such as Right Cycle Investing™, combining fundamental and macroeconomic research with AI insights, and manages multiple private funds alongside its investment advisory services.

Sydney Ford is a financial advisor at Evergreen Capital Management LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Stahancyk, Kent & Hook and Lewis and Clark College. Evergreen Capital Management serves a diverse client base, including individuals, high-net-worth investors, trusts, endowments, and family offices. The firm employs a Dynamic Asset Allocation approach supported by fundamental, macroeconomic, and third-party research, as well as artificial intelligence, managing both discretionary and non-discretionary portfolios across multiple private funds and strategies.

Joshua Bilisko is a financial advisor at Evergreen Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at firms including Kroon & Mitchell Asset Management, Stonepath Wealth Management, and Ameriprise Financial. Outside of his advisory role, he performs with a rock band called Pretoria, which operates as a sole proprietorship and performs in the West Michigan area. Evergreen Capital Management serves a range of private clients, including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm’s investment process emphasizes Dynamic Asset Allocation and proprietary programs such as Right Cycle Investing™, utilizing fundamental, macroeconomic, and third-party research alongside artificial intelligence to guide portfolio decisions.

Heidi Jeromanovs is a CFP® with 13 years of industry experience, currently serving at Evergreen Capital Management LLC. She previously worked at Vision Capital Management and Key Private Bank. Jeromanovs is a board member of CASA Clackamas County, a nonprofit organization. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process and branded programs such as Right Cycle Investing™, incorporating fundamental and macroeconomic research as well as artificial intelligence in its investment decisions.

Jeffrey Otis is a financial advisor at Evergreen Capital Management LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Evergreen since 2007. Evergreen Capital Management serves a diverse range of private clients, including individuals, high-net-worth investors, trusts, endowments, and family offices. The firm offers discretionary investment management, consulting, and financial planning, utilizing a Dynamic Asset Allocation approach and proprietary programs like Right Cycle Investing™ that incorporate fundamental, macroeconomic, and AI-informed research.

Ramonita De La Rosa is a financial advisor at Evergreen Capital Management LLC with 10 years of industry experience. She holds a Series 65 credential and previously worked at Bingham, Osborn & Scarborough LLC for six years before joining Evergreen in 2021. Evergreen Capital Management serves a diverse client base including individuals, high-net-worth investors, trusts, endowments, and family offices. The firm employs a Dynamic Asset Allocation approach and branded strategies such as Right Cycle Investing™, utilizing fundamental, macroeconomic, and third-party research alongside artificial intelligence to guide investment decisions.

Thomas Eulberg is a CFP® professional with seven years of industry experience. He has been with Evergreen Gavekal since 2010. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process and branded programs such as Right Cycle Investing™, combining fundamental research, macroeconomic analysis, and artificial intelligence to guide portfolio decisions.

Michelle Watson is a CFA® charterholder with 34 years of industry experience, currently serving as a financial advisor at Evergreen Capital Management LLC since 2017. Her prior roles include positions at Arcturus Financial, LLC and First Republic Bank / First Republic Investment Management. Outside of her advisory work, she serves as an informal board member for SHE-CAN, a nonprofit focused on empowering low-opportunity women, and is a board member of Mesa de Vida, a food company. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation approach with proprietary programs like Right Cycle Investing™, combining fundamental and macroeconomic research with artificial intelligence to guide portfolio decisions.

Sean Figueroa is a CFP® and CFA® with 12 years of industry experience. He has worked at Evergreen Capital Management LLC since 2017 and previously spent 13 years at Stein Roe Investment Counsel, Inc. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm’s investment approach emphasizes Dynamic Asset Allocation and proprietary programs such as Right Cycle Investing™, utilizing fundamental and macroeconomic research alongside artificial intelligence.

Quinn Sterling is a financial advisor at Evergreen Capital Management LLC in Bellevue, WA, holding Series 63 and Series 66 licenses with 10 years of industry experience. He previously worked at ProEquities, Inc. and Time Value Investments. Evergreen Capital Management serves a diverse client base including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation approach supported by proprietary research and artificial intelligence, managing multiple private funds and utilizing both ETFs and individual securities in client portfolios.