EVERGREEN OAK CAPITAL - Key Persons
Job Titles:
- Chief Administrative Officer
As the Chief Administrative Officer for Evergreen Oak Capital , Ben oversees a number of important functions including human resources, corporate documentation, due diligence, and various policy areas.
Ben has acquired more than 35 years of experience in managing regulatory, legal, marketing, customer support, and human resource matters. Prior to joining Evergreen Oak Capital, Ben worked at a leading energy company where his responsibilities included strategic planning, mergers and acquisitions, corporate affairs, product development, marketing and sales functions. He also served as the Chief Operating Officer for both FX Solutions, LLC, and TAB Networks, Inc.
Ben earned a Bachelor's Degree in Civil Engineering from Lehigh University and an MBA in Financial Management from Pace University.
Dario oversees Human Capital, Corporate Communications, Finance, Innovation, Information Security, Data Protection, Enterprise Risk Management and Global Custody. He is also a member of the Technology Transformation Committee.
Dario started his career at Evergreen Oak Capital in 2014. He has worked in numerous roles since then, including Director of Trading and Operations and Co-President. He was named Chief Operating Officer in 2017 and has been an Executive Officer and member of the firm's Board of Managers since 2016.
Dario graduated from the University of California, Berkeley. He lives in Camas, Washington with his family.
Job Titles:
- Chief Information Officer
Derek Gorman has over 30+ years of executive sales, marketing, business and technology leadership experience in established financial information and technology companies, e-commerce platforms as well as fintech startups.
Whether leading a billion-dollar business or the development of a billion-dollar technology platform for the world's largest financial information company or the second largest e-commerce company, or re-inventing brokerage with next generation technologies for a startup company, Derek is a tech-savvy leader, with a powerful presence, and a doer who is accustomed to leading businesses to success. Derek has a unique ability to work with clients in translating , managing and building successful partnerships.
Job Titles:
- Executive Vice President of the Japanese Private Client Services Group
Deven Gallagher is the Executive Vice President of the Japanese Private Client Services Group. In that role, Deven is responsible for all service and support functions on behalf of Japanese private clients. Deven joined Evergreen Oak Capital in 2016 and has held a variety of roles at the firm.
He spent the early part of his career as an Investment Counselor, working directly with private clients, and in a variety of support roles. He then held managerial roles in Client Programs and thereafter served as a Group Vice President in charge of Investment Counselors and Client Programs.
Donna R. Hurley, join Oak in May 2019. Prior to Evergreen Oak Capital,Hurley was an investment specialist at Allianz Global where she was responsible for developing investment strategies for the taxable core and asset-liability portfolios, Contract Negotiation and Asset
Elizabeth Inger is a highly experienced marketing manager with over 12 years of expertise in the field. Her extensive experience in marketing has enabled her to develop an in-depth understanding of the industry and to successfully create and implement marketing strategies for a wide range of businesses.
Elizabeth is highly skilled in identifying and understanding customer needs and translating them into actionable marketing campaigns that drive business growth. She has a keen eye for detail and is highly creative, which allows her to develop marketing campaigns that are both compelling and effective.
Elizabeth is an excellent communicator, able to clearly convey complex marketing concepts to both colleagues and clients. Her exceptional interpersonal skills enable her to build strong relationships with clients and work effectively within a team.
Elizabeth is an excellent communicator, able to clearly convey complex marketing concepts to both colleagues and clients. Her exceptional interpersonal skills enable her to build strong relationships with clients and work effectively within a team.
In her free time, Elizabeth enjoys staying active through outdoor activities such as hiking and cycling. She is also an avid reader and enjoys keeping up-to-date with the latest developments in the marketing industry.
Job Titles:
- Chief
- Marketing Consultant
He has 8 years' experience in information management (IM) and quantitative skills-including working knowledge of IT infrastructure, various technologies/platforms, aligned vendor solutions and the capabilities they bring-as well as experience leading major IM programs in key business areas.
John S. Schnabel, Managing Partner, Co-Portfolio Manager, joined Evergreen Oak Capital at its inception. Mr. Schnabel was previously a Partner at Canterbury Capital Partners LLC. Prior affiliations include Generation Partners and General Motors Investment Management Corporation.
Mr. Schnabel has served on the Board of Directors of numerous companies, including current portfolio companies Encore Repair Services, Laney Directional Drilling and Rapid Advance.
He received a B.S. in Chemistry from Adelphi University, an M.B.A. with emphasis in Operations Research from Hofstra University and an advanced studies certificate from New York University's Stern School of Business Administration.
Job Titles:
- Software Engineer
- Technical Lead
With 10+ years of experience, Kristoffer is a skilled software engineer with a passion for developing complex and innovative solutions. He's an expert in Java, Python, and C++, with experience in mobile, web, and finance applications.
Kristoffer has a collaborative approach to working with clients and team members. He communicates complex technical concepts clearly and is committed to staying up-to-date with the latest industry trends.
Kristoffer earned his Bachelor's degree in Computer Science from University of Oslo. In his free time, he enjoys hiking and spending time with his family.
Job Titles:
- Chief Data Scientist
- Data Scientist
Nathalie Harris, an experienced Data Scientist with over 15 years of successful management and leadership experience.
Of which 6 of those years has been dedicated to Evergreen Oak Capital in implementing solutions and improving driving performance through development and motivation of people as well as profits wherever possible backed by thorough analysis and research tempered with strategic marketing initiatives and practicality.
Job Titles:
- Executive Vice President
- Executive Vice President of Portfolio
Nonie Myerson is the Executive Vice President of Portfolio/Asset Management and a member of the Investment Policy Committee (IPC). In those roles, she oversees the firm's Portfolio Management Department, which includes the Research, Investment Operations, Investment Solutions and Portfolio Evaluation Groups.
She is also a member of the Technology Transformation Committee. Nonie speaks regularly at client seminars and meets with institutional clients globally, providing information regarding market outlook, portfolio positioning and global economic factors. Nonie joined Evergreen Oak Capital in November 2015 and she has served on the firm's five-member IPC since 2015.
Prior to her current responsibilities, Nonie held several different positions at the firm, including Capital Markets Research Team Leader, Securities Research Team Leader, Asset Research Team Leader and Securities Research Analyst. Nonie has a degree in Finance from California State University, Long Beach. She lives in Vancouver, British Columbia
Job Titles:
- Founder
- Founder / Head Trader
Tessa Harvey is the Founder, Experienced Senior Portfolio Manager with a demonstrated history of trading in the finance industry and primarily focuses on investment opportunities in the US Fixed Income markets, Skilled in Portfolio Management, Management, Investments, began working in the investment industry in 2010, Tessa is the Director of Investments for Evergreen Oak Capital. In this role, she is responsible for overseeing the team of investment professionals that manage assets. Tessa also works directly with clients to design, implement, and actively-manage their portfolios.
Tessa created her own trading platform Prior to that, Tessa worked at The 24Trading Options as project manager. While at 24Trading Options, Tessa served as Manager of portfolio trading operations. In this role, she supervised the team responsible for the data management, cash flow monitoring, reconciliation, portfolio accounting and performance measurement of derivatives-based overlay and hedge strategies.
Prior to Evergreen Oak Capital, Tessa was an investment specialist at Alliance & Leicester where she was responsible for developing investment strategies for the taxable core and asset-liability portfolios, Contract Negotiation and Asset Management. She recieved her strong finance professional with a Bachelor's degree focused in Finance and Financial Management Services from Boston University.
Ziva has over 20 years of experience in business and finance. Before joining Evergreen Oak Capital, Ziva served as the COO and CFO for all consumer products at PayPal leading strategy, product management, business operations, strategic partnerships, finance and analytics.
Ziva was influential in redefining the PayPal consumer strategy and creating an execution plan that became PayPal's strategic priority. Ziva also served as the CFO of Xoom, following the acquisition by PayPal, and led a successful integration to drive synergies and profitable growth.
Ziva spent the first 11 years of her career advising clients in M&A, restructuring, liquidity optimization and audit. She holds a Bachelors degree in Finance from the University of Florida and a Masters degree in Accountancy from the University of Virginia.