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Brian Kelly Evans
Directeur Général chez
Madrona Financial Services LLC
Profil
Mr. Brian K.
Evans, CPA, is a Chief Investment Officer, Lead Planner & Senior Portfolio Manager at Madrona Financial Services LLC.
He is on the Board of Directors at YMCA of Snohomish County.
Mr. Evans was previously employed as a CIO, Lead Planner & Senior Portfolio Manager by Madrona Funds LLC.
He received his undergraduate degree from Washington State University.
Postes actifs de Brian Kelly Evans
| Sociétés | Poste | Début |
|---|---|---|
Madrona Financial Services LLC
 Madrona Financial Services LLC Investment ManagersFinance Madrona utilizes a proprietary global asset allocation strategy, which actively evaluates securities based on anticipated profit per dollar invested. The firm creates sophisticated and diversified portfolios that factor in debt, price-to-earnings ratios, and expected growth of earnings. | Directeur Général | 01/01/1999 |
YMCA of Snohomish County
 YMCA of Snohomish County Services to the Health IndustryHealth Services YMCA of Snohomish County is a non-profit organization that provides child care, youth development, wellbeing, and social services. The company was founded in 1844 and is headquartered in Everett, WA. | Directeur/Membre du Conseil | - |
Anciens postes connus de Brian Kelly Evans
| Sociétés | Poste | Fin |
|---|---|---|
Madrona Funds LLC
 Madrona Funds LLC Investment ManagersFinance Madrona Funds serves as the sub-advisor to 3 actively managed ETFs. The funds are similar to index funds in that they invest in hundreds of stocks or bonds to reduce many of the potential statistical errors that occur in selecting a small number of stocks. Fund selection and allocations are based on analyst consensus estimates of the present value of future projected earnings relative to the price of each security. Madrona Funds strives to leverage the capabilities of the Internet and the real-time data points available from the leading global market research companies. Their Madrona Forward Valuation Model offers a distinct, value-added approach to broad-market investing. The Madrona Forward Domestic ETF (FWDD) invests in up to 500 of the largest US-traded equity securities. Consensus analyst estimates of the present value of future expected earnings relative to the share price of each security are then used to determine the proper weight of each investment. The Madrona Forward International ETF (FWDI) invests in a portfolio of at least 250 of the largest ADRs from among the largest issuers of Europe, Australasia, the Far East (EAFE) and Canada. FWDI's portfolio also includes ADRs that provide exposure to certain emerging markets. The Madrona Forward Global Bond ETF (FWDB) invests in other ETFs to create a diversified bond fund. It invests in at least 12 distinct global bond classes that cover the entire global investable bond universe. Once the ETF investments are selected, Madrona Funds employs historical yield curve analysis to determine the weight of each investment. | Directeur Général | 26/04/2019 |
Formation de Brian Kelly Evans
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
27
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Washington State University
 Washington State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
YMCA of Snohomish County
YMCA of Snohomish County Services to the Health IndustryHealth Services YMCA of Snohomish County is a non-profit organization that provides child care, youth development, wellbeing, and social services. The company was founded in 1844 and is headquartered in Everett, WA. | Health Services |
Madrona Funds LLC
Madrona Funds LLC Investment ManagersFinance Madrona Funds serves as the sub-advisor to 3 actively managed ETFs. The funds are similar to index funds in that they invest in hundreds of stocks or bonds to reduce many of the potential statistical errors that occur in selecting a small number of stocks. Fund selection and allocations are based on analyst consensus estimates of the present value of future projected earnings relative to the price of each security. Madrona Funds strives to leverage the capabilities of the Internet and the real-time data points available from the leading global market research companies. Their Madrona Forward Valuation Model offers a distinct, value-added approach to broad-market investing. The Madrona Forward Domestic ETF (FWDD) invests in up to 500 of the largest US-traded equity securities. Consensus analyst estimates of the present value of future expected earnings relative to the share price of each security are then used to determine the proper weight of each investment. The Madrona Forward International ETF (FWDI) invests in a portfolio of at least 250 of the largest ADRs from among the largest issuers of Europe, Australasia, the Far East (EAFE) and Canada. FWDI's portfolio also includes ADRs that provide exposure to certain emerging markets. The Madrona Forward Global Bond ETF (FWDB) invests in other ETFs to create a diversified bond fund. It invests in at least 12 distinct global bond classes that cover the entire global investable bond universe. Once the ETF investments are selected, Madrona Funds employs historical yield curve analysis to determine the weight of each investment. | Finance |
Madrona Financial Services LLC
Madrona Financial Services LLC Investment ManagersFinance Madrona utilizes a proprietary global asset allocation strategy, which actively evaluates securities based on anticipated profit per dollar invested. The firm creates sophisticated and diversified portfolios that factor in debt, price-to-earnings ratios, and expected growth of earnings. | Finance |
