Nov 14, 2025
After five-year rest, two-year ramp-up, Bill Harris 'launched' RIA Evergreen Wealth to mass-customize portfolios with a not-too-hot, not-too-cold blend of call center humans and ‘AI’
The 69 year-old got the RIA to $100-million-plus of AUM before Oct. 1 launch, and uses AI-enhanced humans on telephones to beat rivals with speed and fearlessness.