Registered Investment Advisory Firm
President and Managing Director- Overall responsibility of leadership of the firm. Participate actively in portfolio management and client service.
Sonata Capital Group 2001 - present
SAFECO Corporation 1973 - 2001
Rainier Bancorp 1971 - 2001
University of Washington - BA-Finance, 1971
When and where do you hold meetings with your students?
I'm very flexible on this. Meeting at Seattle University would be fine as well.