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Yi S
Series 66
Clyde Hill, WA
Evergreen Investment Management LLC
Yi Sun is a financial advisor at Evergreen Investment Management LLC with one year of industry experience. Yi holds a Series 66 designation and previously worked at Edward Jones for two years, as well as at several investment firms in China. Evergreen Investment Management LLC provides discretionary asset management primarily for high-net-worth individuals and families, focusing on concentrated equity portfolios in technology sectors such as artificial intelligence and semiconductors. The firm uses fundamental analysis and options strategies, including covered calls and cash-secured puts, to tailor investments to clients' objectives and risk tolerances.
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