Top Investment Officers in Greater Seattle Area
Jill F Johnson
Investment Strategic Advisor
Greater Seattle Area
Investment Strategic Advisor
Director of Client Relationships
Founder/Designer
Portfolio Manager - Asset Allocation, Multi Strategies Team
Senior Investment Officer
Consultant
Co-Founder and Lead Portfolio Manager
Gestionnaire (Portfolio Manager)
Institutional Equity Derivatives Broker/Trader
Financial Translator
Financial Analyst
Accountant
Monterey Institute of International Studies, Fisher Graduate School of International Business
Reed College
College Cevenol, Chambon-sur-Lignon, France
Recommendations: 14
Asset Allocation
Investment Strategies
Asset Managment
Portfolio Management
Equities
Mutual Funds
Asset Management
Investments
j****[email protected]
David Ross
Chief Investment Officer
Greater Seattle Area
Chief Investment Officer
Vice President Engineering, Founder and Owner
CEO
Legal Officer
Chief Scientist
Chief Science Officer
Legal Officer
Mathematician
Stanford University
Yale University
Bronxville High School
Recommendations: 7
Executive Management
Government Project Management
Product Development
Business Strategy
Business Development
Strategic Planning
Start-ups
Management
d****[email protected]
Chris Tarrach
CFO
Greater Seattle Area
CFO
Division CFO
CFO
Controller
Owner and Chief Investment Officer
Trader
University of Pennsylvania - The Wharton School
Recommendations: 6
Financial Analysis
Investments
Due Diligence
Human Capital Management
Risk Management
Investor Relations
Capital Allocation
Capital Raising
c****[email protected]
Zach Blakeslee
Secondary Markets Operations Analyst
Greater Seattle Area
Secondary Markets Operations Analyst
Chief Investment Officer
Finance Director
Supply Chain/Finance Intern
Library Building Monitor & Desk assistant
Owner
EO
Clerical Assistant
Pacific Lutheran University
Recommendations: 2
Microsoft Office
Data Analysis
Customer Service
Leadership
Public Speaking
PowerPoint
Microsoft Excel
Student Affairs
b****[email protected]
Dan Kingston
Chief Investment Officer
Greater Seattle Area
Chief Investment Officer
Wharton School, University of Pennsylvania
U.S. Coast Guard Academy
Recommendations: 1
Alternative Investments
Investments
Private Equity
Venture Capital
Hedge Funds
Investment Strategies
Portfolio Management
Investment Management
d*****@frontbridgecapital.com
d****[email protected]
James Hua
Chief Investment Officer
Greater Seattle Area
Chief Investment Officer
Portfolio Manager
Investment Analyst
Controller
Financial Manager
Accountant
University of Washington
CFA Level I Candidate
Recommendations: 1
Analysis
Investments
Due Diligence
Risk Management
Investment Properties
Asset Management
Finance
Valuation
j****[email protected]
j*****@theintelligentinvestor.com
Jeff CFA
Head of US Fixed Income
Greater Seattle Area
Head of US Fixed Income
Research Analyst
Global Chief Investment Officer
Portfolio Manager
Chief Investment Officer, Fixed Income
Seattle University
University of Puget Sound
Recommendations: 0
j****[email protected]
David Eskenazy
Board of Managers
Greater Seattle Area
Board of Managers
Director (Observer)
President
Audit Sr.
CFO/President
COO, Chief Investment Officer
University of Nevada-Reno
University of Nevada-Reno
Recommendations: 0
Auditing
Finance
Strategic Planning
Due Diligence
Managerial Finance
Mergers
Management
CPA
e****[email protected]
Brian Moosburner, CFA
Investment Officer
Greater Seattle Area
Investment Officer
Senior Analyst
Project Analyst
University of Washington, Michael G. Foster School of Business
Recommendations: 0
Real Estate Investment
Dispositions
Market Research
Financial Modeling
Financial Analysis
Real Estate Transactions
Writing Skills
Investment Advisory
b****[email protected]
Brian Tall
Director of Investments
Greater Seattle Area
Director of Investments
Partner | Director of Investments
Partner | Chief Investment Officer
Various - Client Associate, Client Manager, Investment Analyst
University of St. Andrews, School of Economics and Finance
University of Puget Sound, School of Business and Leadership
Recommendations: 0
b*****@brightonjones.com
Jeffrey Utterback
Director, Real Estate & Economic Development
Greater Seattle Area
Director, Real Estate & Economic Development
Senior Managing Director
Investment Officer - Real Estate
Managing Director/Owner
Chief Operating Officer
Director of Development
Associate Director
Senior Design Architect
Design Partner
Project Architect
The University of Texas at Austin
The University of Texas at Austin - The Red McCombs School of Business
Recommendations: 0
• Strategic Planning
• International Experience
• Development Process
• Lease and Purchase Negotiation
• Architecture/Design/Construction
Due Diligence
Leases
Real Estate
j****[email protected]
j*****@develop-texas.com
Brandt Vaughan
Group Manager, Worldwide Business & Marketing Organization
Greater Seattle Area
Group Manager, Worldwide Business & Marketing Organization
Board Member, LA Clippers Foundation
COO
General Manager, Corporate Financial Planning & Analysis
Senior Financial Analyst, Performance Polymers & Chemicals Strategic Business Unit
Director, Corporate Strategy, Planning & Analysis
Senior Director, Corporate Financial Planning & Analysis
President
CFO, Marketing, Business Development, and CFP&A
Board Member
Controller, Server & Tools Business Group
Senior Financial Analyst, Honeywell Aerospace
CFO
Chief Investment Officer
Senior Business Strategy Analyst
Board Member
Group Manager, Corporate Strategy, Planning & Analysis
University of Virginia - Darden Graduate School of Business Administration
McIntire School of Commerce
University of Virginia
Recommendations: 0
Enterprise Software
Cross-functional Team Leadership
Strategy
Strategic Partnerships
Product Management
Business Strategy
SaaS
Cloud Computing
b****[email protected]
Ian Kerrigan, CFA
Executive Director
Greater Seattle Area
Executive Director
Board of Trustees
Vice President - Investments
Board of Directors
Vice President
Adjunct Professor
Chief Investment Officer
Portfolio Manager
Global Bond Team Associate
Boston University
Musicians Institute - GIT
Recommendations: 0
Portfolio Management
Private Banking
Private Wealth...
Financial Management
Investment Advisory
Portfolio Construction
Portfolio Strategy
Alternative Investments
k****[email protected]
Manish Jain
Board Observer
Greater Seattle Area
Board Observer
Vice President, Research Associate to Chief Investment Officer
Sell-Side Equity Research Associate
Fellow ODF7
Board Observer
Vice President, Generalist - Portfolio Strategy, Chief Investment Office and Treasury
Board Observer
Board Observer
Principal, Investment Team
New York University - Leonard N. Stern School of Business
Ocean Township High School
Recommendations: 0
m****[email protected]
Bjorn Seebach
Investment Officer
Greater Seattle Area
Investment Officer
Associate
Associate
Senior Analyst - UK and US Offices
Analyst - Investment Banking
INSEAD
Babson College
The London School of Economics and Political Science (LSE)
Recommendations: 0
Valuation
Private Equity
Venture Capital
Strategy
Portfolio Management
Due Diligence
Finance
Investment Banking
b****[email protected]
Gino Perrina
Managing Director
Greater Seattle Area
Managing Director
Assistant Professor
Director, Investment Management
Portfolio Manager
Director, Global Equities
Chief Investment Officer
Head of Fixed Income Research
Managing Director
Texas Tech University
Recommendations: 0
Equities
Alternative Investments
Portfolio Management
Market Risk
Hedge Funds
Fixed Income
Derivatives
Asset Management
g****[email protected]
Jim CAIA
Institutional Account Manager, Director of Research
Greater Seattle Area
Institutional Account Manager, Director of Research
Chief Investment Officer
Consulting Group Analyst
The George Washington University - School of Business
The George Washington University - School of Business
Recommendations: 0
j****[email protected]
Joseph Boateng
Chief Investment Officer
Greater Seattle Area
Chief Investment Officer
Saïd Business School, University of Oxford
Recommendations: 0
j****[email protected]
Matthew Frey
Chief Financial Officer
Greater Seattle Area
Chief Financial Officer
Board Member and Audit Committee Chair
Board Member
President & CEO
Principal
Senior Vice President
President & Chief Operating Officer
Principal
Chief Investment Officer
Vice President - Finance & Technology
Senior Accountant
Santa Clara University
Eastside Catholic
Sacred Heart School
Recommendations: 0
Start-ups
Professional Services
Cloud Computing
Telecommunications
Product Management
Strategic Partnerships
Mergers
Cross-functional Team Leadership
m****[email protected]
Mark McComsey
Chief Executive Officer | Chief Investment Officer
Greater Seattle Area
Chief Executive Officer | Chief Investment Officer
Managing Director; Chief Investment Officer
Vice President
Financial Consultant
Chief Investment Strategist; Director, BHWM Asset Management
University of Southern California
California State University-Northridge
San Diego State University-California State University
Recommendations: 0
Alternative Investments
Hedge Funds
Equities
Investment Advisory
Securities
Wealth Management
Asset Managment
Portfolio Management
m*****@mccomseygroup.com
Tama Borriello
CFP®, Vice President, Investment Officer
Greater Seattle Area
CFP®, Vice President, Investment Officer
University of Washington
College for Financial Planning
Recommendations: 0
Investments
Retirement Planning
Investment Strategies
Strategic Planning
Retirement
401k
High Net Worth Individuals
Insurance
t****[email protected]
Paul CFA
CEO
Greater Seattle Area
CEO
Director, US Equity
Chief Investment Officer
Washington State University
Shorewood High School
Recommendations: 0
p****[email protected]
Darrell Amen
Executive Vice President & Chief Investment Officer
Greater Seattle Area
Executive Vice President & Chief Investment Officer
Quantative Analytics Manager
Vice President Asset Liability Manager
Company Name
Community Bank
Drucker School of Management
Recommendations: 0
Financial Risk
Investment Management
Treasury
Finance
Forecasting
Internal Controls
Commercial Lending
Loans
d****[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]
Ken Marzion
Chief Operating Investment Officer
Greater Seattle Area
Chief Operating Investment Officer
School name:
Recommendations: 0
k****[email protected]
David Dufenhorst
Chief Executive Officer
Greater Seattle Area
Chief Executive Officer
Chief Investment Officer
University of Southern California - Sol Price School of Public Policy
University of Idaho
Recommendations: 0
d****[email protected]
Julie Prujan
Investment Officer
Greater Seattle Area
Investment Officer
Georgetown University
University of Washington
Recommendations: 0
j****[email protected]
j****[email protected]
Connie Greenwood, CFP®, MBA, ADPA®
Vice President - Investment Officer
Greater Seattle Area
Vice President - Investment Officer
Financial Advisor
University of Washington
American College
University of Nebraska-Lincoln
Insurance Industry - by State
Securities Industry
Recommendations: 0
c****[email protected]
Gary Fresk
Vice President - Investment Officer
Greater Seattle Area
Vice President - Investment Officer
Financial Consultant
Seminaire Adventiste du Saleve
Walla Walla University
Recommendations: 0
Financial Services
Community Banking
Asset Managment
Investor Relations
Portfolio Management
Government Loans
Investment Advisory
Unit Investment Trusts
g****[email protected]
Katherine Chen
Worldwide Corporate Development
Greater Seattle Area
Worldwide Corporate Development
Chief Investment Officer
Associate
Principal
Analyst
University of Pennsylvania - The Wharton School
Recommendations: 0
LBO
Financial Modeling
Valuation
Investment Banking
Venture Capital
Corporate Finance
Private Equity
Financial Analysis
Tanya Rhodes, CFA
Portfolio Manager Associate
Greater Seattle Area
Portfolio Manager Associate
Financial Planner Associate
Associate Financial Analyst
Investment Consulting Analyst
Investment Officer, Equity and Program Management
Portfolio Manager
Account Analyst
Stockbroker
Sales Associate
University of Washington
CFA Institute
Bryant University - Boston Institute of Finance
Olympic College
Recommendations: 0
Portfolio Management
Investments
Equities
Economics
Asset Allocation
Mutual Funds
Finance
Trading
