Top Senior Portfolio Managers in Greater Seattle Area
Colton Loder
Senior Portfolio Manager
Greater Seattle Area
Senior Portfolio Manager
Senior Risk Manager
Sr. Analyst
Sr. Analyst
Analyst III
Korean Sales Representative
Office Manager / Fly-fishing guide
Thunderbird School of Global Management
Brigham Young University
Freeman High School
Recommendations: 2
Investment Management
International Business...
Hedge Funds
Alternative Investments
Capital Markets
Korean
Emerging Markets
Due Diligence
c****[email protected]
l****[email protected]
Heather Stark (Nix)
Senior Portfolio Manager
Greater Seattle Area
Senior Portfolio Manager
Recommendations: 0
h****[email protected]
Brian Marlow, CFA
President, South Puget Sound Market
Greater Seattle Area
President, South Puget Sound Market
Market Manager, Key Private Bank
Regional Portfolio Manager
Area Portfolio Manager
Senior Portfolio Manager, Senior Vice President
University of Washington
Recommendations: 0
Portfolio Management
Wealth Management
Asset Allocation
Investments
Asset Management
Credit
Alternative Investments
Banking
b****[email protected]
Brooke Beresh
Director - Product Management
Greater Seattle Area
Director - Product Management
Senior Portfolio Manager
Derivatives Marketer
Derivatives Marketing Analyst
University of Michigan - Stephen M. Ross School of Business
University of Michigan
Recommendations: 0
Alternative Investments
Derivatives
Portfolio Management
Valuation
Financial Modeling
Asset Allocation
Asset Managment
Equities
b****[email protected]
Jason CFA
VP, Senior Portfolio Manager
Greater Seattle Area
VP, Senior Portfolio Manager
Financial Advisor
Assoc Portfolio Manager and Analyst
Assoc Portfolio Manager
University of Washington
Olympic College
Recommendations: 0
Portfolio Management
Investments
Asset Management
Strategic Financial Planning
Finance
Wealth Management
Financial Analysis
Loans
j****[email protected]
Nick CAIA
Senior VP, Senior Portfolio Manager
Greater Seattle Area
Senior VP, Senior Portfolio Manager
VP, Senior Portfolio Manager
Portfolio Manager
Associate Portfolio Manager
Director, Wealth Advisor
University of Washington - Michael G. Foster School of Business
University of Puget Sound
Recommendations: 0
n****[email protected]
Mike CFA
Director: Senior Portfolio Manager Multi-Asset Solutions
Greater Seattle Area
Director: Senior Portfolio Manager Multi-Asset Solutions
Regional Investment Director-Pacific/Rocky Mountain
Senior Portfolio Manager-Global Fixed Income
Actuarial/statistical analyst
Group Benefits Analyst
Pacific Lutheran University - School of Business
University of Illinois at Chicago
University of Washington
Recommendations: 0
Multi Asset Portfolio Management
Dynamic Asset Allocation
Fixed Income Analysis
Fixed Income Portfolio Management
Business Process Management
Asset Allocation
Portfolio Optimization
Portfolio Management
m****[email protected]
m*****@russell.com
Kyle Epstein
Senior Relationship Manager
Greater Seattle Area
Senior Relationship Manager
Senior Relationship Manager
Senior Portfolio Manager
Portfolio Manager
University of Massachusetts at Amherst - Isenberg School of Management
California Polytechnic State University-San Luis Obispo
Recommendations: 0
Portfolio Management
Credit Risk
Financial Analysis
Underwriting
Commercial Banking
Management
Forecasting
Financial Reporting
k****[email protected]
Gaurav Kumar
Head of Customer Success - HERE Predictive Analytics
Greater Seattle Area
Head of Customer Success - HERE Predictive Analytics
Director of Strategic Accounts
Senior Portfolio Manager
Senior Business Development Manager
Relationship Manager for Microsoft Corporation
Business Leader for State Farm Insurance
Technical Consultant at State Farm Insurance
Project Development Lead
University of Melbourne
National Institute of Technology
National Public School, Bangalore
St. Peters Academy
Recommendations: 0
Cloud
Infrastructure
Management
Marketing
Vendor Management
IT Strategy
Account Management
Solution Selling
g****[email protected]
g****[email protected]
Randall CFA
Chief Investment Officer
Greater Seattle Area
Chief Investment Officer
Partner and Portfolio Manager
Director of Quantitative Research and Fund Management
Financial Advisor/Senior Portfolio Manager
The University of Chicago - Booth School of Business
Simon Fraser University
Recommendations: 0
Asset Management
Portfolio Management
Investments
Investment Strategies
Hedge Funds
Equities
Asset Allocation
Alternative Investments
r****[email protected]
Scott Severs
Senior Portfolio Manager
Greater Seattle Area
Senior Portfolio Manager
Principal
Principal
Seattle University
University of Notre Dame
Brophy College Prep
Recommendations: 0
Portfolio Management
Financial Planning
Non-profits
Behavioral Finance
Investments
ETFs
Asset Management
s****[email protected]
Nicholas Klein
Senior Portfolio Manager
Greater Seattle Area
Senior Portfolio Manager
Project Management
Business Reboot Project
Website Re-launch Project: (with eCommerce)
Project Management
Project Management
Project Management (beta launch)
Engineering Assistant
Real Estate Broker
Plat Manager (real estate)
University of Washington
Recommendations: 0
Portfolio Management
Project Management
Project Portfolio Management
Portfolio Optimization
Business Intelligence
Budgets
Contract Negotiation
Management
n*****@nickklein.com
Andrew CFA
Financial and Investment Advisor | Financial Counselor
Greater Seattle Area
Financial and Investment Advisor | Financial Counselor
Chief Investment Officer | Managing Partner
Senior Portfolio Manager | Senior Vice President
Senior Client Executive | Senior Relationship Manager
University of California, Davis - Graduate School of Management
University of California, Berkeley - College of Natural Resources
Recommendations: 0
Alternative Investments
Investment Strategies
Client Relationship Building
Cycling
Project Coordination
Theatre
Wealth Management
CRM
a****[email protected]
a****[email protected]
Paul Brett, CPM, CCIM, MCR
General Manager
Greater Seattle Area
General Manager
Managing Director
Senior Portfolio Manager, Asset Services
Director, Property Management
University of Washington
Recommendations: 0
Property Management
Corporate Real Estate
Real Estate
Disposition
Budgets
Lease Administration
Facilities Management
p****[email protected]
Andres Mendieta
AVP, Senior Portfolio Manager
Greater Seattle Area
AVP, Senior Portfolio Manager
AVP, Portfolio Manager
AVP, Portfolio Manager
Associate - Credit Management Training Program
Financial Analyst - Commercial Banking
Committee Head
The University of Alabama
University of Alabama
Recommendations: 0
Microsoft Excel
Investments
Mathematics
Asset Allocation
PowerPoint
Analysis
VBA
Financial Risk
a****[email protected]
Greg Eisen, CFA
Founder | Investment Manager, Financial Analyst
Greater Seattle Area
Founder | Investment Manager, Financial Analyst
Financial Analyst | Investments
Investment Strategist | Financial Analysis
Senior Portfolio Manager
Portfolio manager
Equities Analyst
Credit Analyst
Rutgers University
Recommendations: 0
Portfolio Management
Equities
Investment Strategies
Investment Management
Investment Advisory
Investments
Trustee Investments
Series 7
g****[email protected]
James Doolittle, CFA
Vice President & Senior Investment Strategist
Greater Seattle Area
Vice President & Senior Investment Strategist
Vice President - Senior Portfolio Manager
Vice President - Portfolio Manager
Trust Investment Officer (Portfolio Manager)
Financial Analyst
Financial Advisor (Registered Representative)
Analyst
Management Trainee
CFA Institute
Florida Atlantic University
Nuveen Wealth Management Institute
Trust School and Graduate Trust School
Recommendations: 0
Investment Strategies
Alternative Investments
Portfolios
Endowments
Portfolio Management
Asset Allocation
Asset Managment
Business Development
d****[email protected]
Amy Reichley
Senior Analyst, Assistant Vice President, Commercial Strategies Group
Greater Seattle Area
Senior Analyst, Assistant Vice President, Commercial Strategies Group
Senior Portfolio Manager, Assistant Vice President, Regional Commerical Banking Office
Financial Analyst, Regional Commercial Banking Office
Relationship Associate, Regional Commercial Banking Office
Phone Banker/Interview Profile Position, Consumer Phone Bank
California State University Stanislaus
University of Nevada, Reno
University of Nevada-Reno
Recommendations: 0
a****[email protected]
Allen SLCR
Director, Real Estate Development
Greater Seattle Area
Director, Real Estate Development
Sr. Development Manager
Senior Portfolio Manager, China
Area Portfolio Manager, Eastern US
Sr. Real Estate & Facilities Manager
Director of Global Real Estate and Office Services
Recommendations: 0
Michelle Seitz
Chairman & Chief Executive Officer
Greater Seattle Area
Chairman & Chief Executive Officer
Senior Portfolio Manager
Senior Portfolio Manager
Head of Investment Counseling (Private Wealth Management), Operating Committee Member
Chief Executive of William Blair Investment Management | Chairman & President, WB Funds|Board Member
Senior Portfolio Manager|Fund Manager
Board Member | Executive Committee | Chair of Finance and Compensation Committee
Indiana University - Kelley School of Business
Recommendations: 0
