Evergreen Advisors is pleased to announce the addition of two new members to our team.
Beth Robison and James Won recently joined the Evergreen Advisors team. Beth has joined the Columbia office as Finance Manager and will be responsible for supporting the financial operations of the firm’s CFO clients by providing accounting, payroll, fixed asset, financial reporting, and budgeting services. James has joined the Investment Banking team as an Analyst in our Tysons Corner, VA office. He will be assisting on mergers and acquisitions, private placements, and corporate advisory. Both bring a wealth of experience and will be extremely valuable in working with our team and clients.
Mark Gretz, head of Evergreen’s CFO Advisory Practice, stated, “We are excited to have Beth join our Evergreen and CFO Advisory team as we continue to expand our client base.”
Joe Statter, President of Evergreen Advisors Capital, said, “We are thrilled to have James join the firm. With his operating experience in the healthcare and financial services industries, James will support our growing team and our clients with analytical rigor and industry insight.”
Evergreen Advisors is a leading investment banking and corporate advisory firm focused on assisting emerging growth and middle market companies in the areas of corporate finance, growth and exit strategies, business valuation and advisory services. For more information, visit http://www.evergreenadvisorsllc.com