Jeff Dicks
Analyst-Equity presso Evergreen Capital Management LLC
Profilo
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.
Posizioni attive di Jeff Dicks
Società | Posizione | Inizio |
---|---|---|
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 |
Precedenti posizioni note di Jeff Dicks
Società | Posizione | Fine |
---|---|---|
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 |
Formazione di Jeff Dicks
Cornell University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
---|---|
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 |
- Borsa valori
- Insiders
- Jeff Dicks