I work as an Investment Analyst with Auxano Advisors, conducting extensive manager research and asset class research including onsite due diligence, conference calls and intensive capital market analysis. My research findings are presented to and debated among members of the firm’s Investment Policy Committee. I am also responsible for overseeing the firm’s state-of-the-art trading and portfolio management platform used to implement investment decisions across the firm’s client base. For wealthy individuals and their families, Auxano is a trusted advisor that comes alongside our clients with integrated planning and principled investing. Clients that partner with Auxano value the difference between speculation and principled decision-making. Regardless of whether it is a borrowing, spending or investing question, our clients find confidence in wise counsel and prudence.I joined Auxano Advisors in 2011 after three years at Laird Norton Wealth Management (formerly Laird Norton Tyee), a wealth management firm in Seattle responsible for $4 billion in client assets at that time. I earned a BA in Business Administration with an emphasis in Finance from Seattle Pacific University where I was also co-captain of the men’s basketball team and received Great Northwest Athletic Conference All-Academic Team honors for three years. I successfully completed all three levels of the Chartered Financial Analyst (CFA®) Program – a rigorous program in global investment analysis, portfolio management, ethics and wealth planning. I am also a member of the CFA Society of Seattle and the CFA Institute.
Listed skills include Investments, Portfolio Management, Finance, Financial Modeling, and 16 others.
