Evergreen Helps Clients Grow & Protect Wealth Via Niche Investment Strategies

Alternative Investment Management &
The Pursuit of Investing Excellence


With over 20 years of experience as investors, we have a broad understanding of each asset class, and a large network of sponsors to provide you with access to institutional quality private investments.

Brad Johnson
Managing Partner & CIO
Brad is the Founder and Managing Partner of Evergreen. Brad is responsible for the firm and its investments. Brad has 20 years of experience investing in both traditional and alternative asset classes. Previously Brad has worked as a real estate private equity operator. Early in his career Brad worked at Wells Fargo's real estate investment bank (Eastdil Secured) and held various investment positions with private equity firms including TA Associates Realty and The Swig Company.

MBA (Finance) - MIT 
BS - Cal Poly San Luis Obispo
Grayson Morris
Grayson is a Managing Director at Stables Partners, a private equity investment firm focused on software businesses. Grayson previously worked in sales and operations at Sunrun, the largest dedicated residential solar company in the US. Previous to Sunrun, Grayson worked as an investment associate at Horsley Bridge, a venture capital and private equity investment firm.

MBA. – Stanford University
MS – UC Berkeley
BS – Rice University
Brett Johnson
Advisor & Minority Partner
Brett is a Vice President at a top-tier investment bank. Previously, Brett worked in a similar capacity for Bank of America Securities. Brett began his finance career with Deloitte.

BS - Cal Poly San Luis Obispo


Evergreen Capital is supported by a talented back-office team.

Loren Smith - Operations
Prem Sharma - Accounting
Briana Jacobson - Admin

Evergreen value

Who Does Evergreen Serve?

Individual Investors
Evergreen acts as your outsourced CIO (investment officer). We provide access to institutional quality, niche investments that typically offer high income and above average returns.
Institutions / Family Offices
Evergreen acts as your real estate investment advisor. We provide access to niche investment strategies and  tailored portfolios via separately managed accounts.
RIAs (Private Wealth Advisors)
Evergreen provides RIAs access and guidance to RIAs on alternative investments.
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