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Jeff Otis Email & Phone Number

Director of Private Wealth, Partner at Evergreen Gavekal at Evergreen GaveKal

Location: Woodinville, Washington, United States 1 work role

1 work email found @evergreengavekal.com 2 phones found area 425 LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 86%

Current company

Evergreen GaveKal

Role

Director of Private Wealth, Partner at Evergreen Gavekal

Location

Woodinville, Washington, United States

Company size

27 employees

Who is Jeff Otis? Overview

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Quick answer

Jeff Otis is listed as Director of Private Wealth, Partner at Evergreen Gavekal at Evergreen GaveKal, a with 27 employees, based in Woodinville, Washington, United States. AeroLeads shows a work email signal at evergreengavekal.com, phone signal with area code 425, and a matched LinkedIn profile for Jeff Otis.

Jeff Otis previously worked as Director of Private Wealth, Partner at Evergreen Gavekal.

Company email context

Email format at Evergreen GaveKal

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{first_initial}{last}@evergreengavekal.com

89% confidence

AeroLeads found 1 current-domain work email signal for Jeff Otis. Compare company email patterns before reaching out.

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Profile bio

About Jeff Otis

As a Partner, I'm coming up on 17 years at Evergreen and now oversee nearly 3 quarters of $1 billion in total assets under our management.Our firm assists high net-worth and ultra high net worth investors and families with asset management (public markets + private/alternatives), financial/retirement planning, as well as with tax strategy/prep/filing. We also help quarterback any estate planning, trustee services, and insurance coverage needed.Unlike most of this industry, we don't sell products, and don't receive kick-backs for anything we invest client assets into. We are a fiduciary, and as a result are obligated to act in your best interest on all of your accounts, at all times. If this sounds like the way it should be, you are right.If you'd like to learn more about our services, or just want a second opinion on your current portfolios, feel free to contact me at either jotis@evergreengavekal.com or (425) 467-4624. No strings attached.

Listed skills include Sales, Crm, Marketing, Account Management, and 32 others.

Current workplace

Jeff Otis's current company

Company context helps verify the profile and gives searchers a useful next step.

Evergreen Gavekal

Director of Private Wealth, Partner at Evergreen Gavekal

bellevue, washington, united states

Website

evergreengavekal.com

Employees

27

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Company profile

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1 role

Jeff Otis work experience

A career timeline built from the work history available for this profile.

Director Of Private Wealth, Partner

Evergreen Gavekal

Jul 2007 - Present - Bellevue, Wa

Team & coworkers

Colleagues at Evergreen GaveKal

Other employees you can reach at evergreengavekal.com. View company contacts for 27 employees →

LB

Lenora Brekke Colleague at Evergreen GavekalSanta Clara, California, United States View → NC

Nicole Cary Colleague at Evergreen GavekalSeattle, Washington, United States View → JL

Jennifer Liu Colleague at Evergreen GavekalBellevue, Washington, United States View → GH

Gherman Howell Colleague at Evergreen GavekalGreater Seattle Area, United States View → TE

Tom Eulberg, Cfp®, Iaccp® Colleague at Evergreen GavekalWoodinville, Washington, United States View → JL

J L Colleague at Evergreen GavekalBellevue, Washington, United States View → CD

Christopher Dankworth Colleague at Evergreen GavekalSan Francisco, California, United States View → HF

Helene Fehler Colleague at Evergreen GavekalMccall, Idaho, United States View → AH

Adam Hay Colleague at Evergreen GavekalCharleston County, South Carolina, United States View → CR

Christina Rondepierre Colleague at Evergreen GavekalKirkland, Washington, United States View →

FAQ

Frequently asked questions about Jeff Otis

Quick answers generated from the profile data available on this page.

What company does Jeff Otis work for?

Jeff Otis works for Evergreen GaveKal.

What is Jeff Otis's role at Evergreen GaveKal?

Jeff Otis is listed as Director of Private Wealth, Partner at Evergreen Gavekal at Evergreen GaveKal.

What is Jeff Otis's email address?

AeroLeads has found 1 work email signal at @evergreengavekal.com for Jeff Otis at Evergreen GaveKal.

What is Jeff Otis's phone number?

AeroLeads has found 2 phone signal(s) with area code 425 for Jeff Otis at Evergreen GaveKal.

Where is Jeff Otis based?

Jeff Otis is based in Woodinville, Washington, United States while working with Evergreen GaveKal.

What companies has Jeff Otis worked for?

Jeff Otis has worked for Evergreen Gavekal.

Who are Jeff Otis's colleagues at Evergreen GaveKal?

Jeff Otis's colleagues at Evergreen GaveKal include Lenora Brekke, Nicole Cary, Jennifer Liu, Gherman Howell, and Tom Eulberg, Cfp®, Iaccp®.

How can I contact Jeff Otis?

You can use AeroLeads to view verified contact signals for Jeff Otis at Evergreen GaveKal, including work email, phone, and LinkedIn data when available.

What skills is Jeff Otis known for?

Jeff Otis is listed with skills including Sales, Crm, Marketing, Account Management, Selling, Cold Calling, Event Planning, and Investments.

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