Biography

Michelle has worked in the financial services industry since 1993 and is experienced in multi-asset class allocation, portfolio construction, and macroeconomic analysis, as well as traditional and alternative manager due diligence.

As director of investment strategy, Michelle leads our Investment Research and Portfolio Management (IRPM) team and the Investment Committee (IC). She is primarily responsible for aligning investment research and analysis in order to serve the needs of our clients. This includes providing perspectives and analysis on specific asset classes, manager strategies, news related to the investment marketplace, and regulatory issues to the IC.

Michelle is a CFA® charterholder.

Professional Affiliations

  • Member, CFA Society of Seattle

Education

  • BA, business administration, accounting and business, University of Washington (cum laude)