Gherman Howell
Equity Portfolio Manager at Evergreen Capital Management LLC
About
Gherman Howell is an Equity Portfolio Manager at Evergreen Gavekal in Bellevue, WA, where he ensures investment portfolios align with the firm's economic outlook and the directives of the Investment Committee. In this capacity, he conducts in-depth research into equity markets, identifies investment opportunities, and closely monitors global economic events to inform tactical portfolio adjustments, specializing in equity securities and multi-asset strategies.
Prior to his current role, Gherman served as a Senior Analyst at Evergreen Gavekal from 2020 to 2025, and previously contributed to Citizens Financial Group’s Central Model Development and Balance Sheet Optimization teams, where he developed quantitative models and advised on long-term bank strategy. He has additional experience as a Graduate Assistant at Boston College Carroll School of Management, providing analytical and educational support to the academic community.
Gherman holds an MBA and a Master of Science in Finance from Boston College, where he was inducted into the Beta Gamma Sigma Honors Society, and a Bachelor of Arts in Pure and Applied Mathematics from Boston University. His expertise lies in equity market analysis, quantitative modeling, and multi-asset portfolio construction, with a track record of applying rigorous analytical frameworks to portfolio management. He has also contributed to educational mentorship initiatives during his studies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Evergreen Gavekal | Equity Portfolio Manager | Apr 2025 to Present | — |
| Evergreen Gavekal | Senior Analyst | Apr 2020 to Apr 2025 | — |
| Boston College Carroll School of Management | Graduate Assistant | Sep 2018 to May 2020 | — |
| Citizens Financial Group, Inc. | MBA Summer Intern | Jun 2019 to Aug 2019 | — |
| Evergreen Gavekal | Research Associate | Jan 2018 to Oct 2018 | — |
Education
Boston College Carroll School of Management
Master of Business Administration - MBA
Boston College Carroll School of Management
Master of Science - M.S.
Boston University
Bachelor of Arts - B.A.
Skills & Expertise
Others at Evergreen Capital Management LLC (3)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer and Principal | Bellevue, WA , United States | |
| Equity Analyst | Bellevue, WA , United States | |
| Senior Associate | San Francisco, CA , United States |
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