Jeff Dicks

Analyst-Equity at

Evergreen Capital Management LLC

Finance

Consumer Services

Technology Services

Profile

Mr. Jeffrey B. Dicks, CFA, is a Chief Investment Officer & Partner at Evergreen Capital Management LLC.
His responsibilities include portfolio research and implementation, as well as market analysis.
Prior to joining Evergreen Gavekal in August 2011, he worked for Bloomberg in New York City.
During his time there, he worked on the analytics desk as a fixed income specialist, and worked in sales, both as a product specialist and regional account manager.
Mr. Dicks graduated from Cornell University with a bachelor’s degree in Agriculture and Life Science, Applied Economics and Management with concentration in Finance.

Jeff Dicks active positions

Companies	Position	Start
Evergreen Capital Management LLC Evergreen Capital Management LLC Investment ManagersFinance Evergreen provides investment advice to its clients with respect to investments in a variety of securities, including but not limited to ETFs, mutual funds, equities, fixed income securities, and investments in private funds. The firm utilizes various methods of analysis and investment strategies in formulating client’s portfolio.	Analyst-Equity	01/08/2011

All active positions of Jeff Dicks

Former positions of Jeff Dicks

Companies	Position	End
Bloomberg, Inc. Bloomberg, Inc. Internet Software/ServicesTechnology Services Provides business and financial information, data, news & insights services	Corporate Officer/Principal	01/07/2011

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Training of Jeff Dicks

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Linked companies

Private companies	3
Evergreen Capital Management LLC Evergreen Capital Management LLC Investment ManagersFinance Evergreen provides investment advice to its clients with respect to investments in a variety of securities, including but not limited to ETFs, mutual funds, equities, fixed income securities, and investments in private funds. The firm utilizes various methods of analysis and investment strategies in formulating client’s portfolio.	Finance
Cornell University Cornell University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bloomberg, Inc. Bloomberg, Inc. Internet Software/ServicesTechnology Services Provides business and financial information, data, news & insights services	Technology Services

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