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Gherman Howell

Equity Portfolio Manager at Evergreen Capital Management LLC

Bellevue, WA , United States

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

OrganizationRoleDate RangeDetails
Evergreen GavekalEquity Portfolio ManagerApr 2025 to Present
Evergreen GavekalSenior AnalystApr 2020 to Apr 2025
Boston College Carroll School of ManagementGraduate AssistantSep 2018 to May 2020
Citizens Financial Group, Inc.MBA Summer InternJun 2019 to Aug 2019
Evergreen GavekalResearch AssociateJan 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

Data Analysis
Python
R
Market Analysis
Social Media
Microsoft Excel
Mathematica
Microsoft Office
Microsoft Word
PowerPoint
Matlab
Teamwork
Customer Service
Leadership
Presentation Design
DCF Valuation
Argus Modeling
SQL
Market Research
Supply Chain Optimization
Quantitative Research
Quantitative Analytics
M&A Modeling
Qualitative Research
Financial Modeling
Valuation Modeling

Others at Evergreen Capital Management LLC (3)

NameRoleLocation
David Hay
David Hay
Chief Investment Officer and PrincipalBellevue, WA , United States
Asmara Kapur
Asmara Kapur
Equity AnalystBellevue, WA , United States
Monette de la Rosa
Monette de la Rosa
Senior AssociateSan Francisco, CA , United States

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