Brian Kelly Evans
Amministratore Delegato presso Madrona Financial Services LLC
Profilo
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.
Posizioni attive di Brian Kelly Evans
| Società | Posizione | Inizio |
|---|---|---|
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. | Amministratore Delegato | 01/01/1999 |
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. | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Brian Kelly Evans
| Società | Posizione | Fine |
|---|---|---|
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 | Amministratore Delegato | 26/04/2019 |
Formazione di Brian Kelly Evans
| Washington State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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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