Areas of Responsibility - Job Description: 

President and Managing Director- Overall responsibility of leadership of the firm. Participate actively in portfolio management and client service.

Areas of Expertise - Employment History: 

Sonata Capital Group 2001 - present; SAFECO Corporation 1973 - 2001; Rainier Bancorp 1971 - 2001

Education - Personal History: 

University of Washington - BA-Finance 1971

Civic Organization Memberships or Professional Affiliations: 

PONCHO, Pacific Northwest Ballet Board, Leukemia and Lymphoma Society Board, Arthritis Foundation Board, Hydroplane and Raceboat Museum Board, Gage Academy of Fine Art (Finance Committee), Pacific Science Center (Investment Committee).

When and Where do you hold meetings with students? 

I'm very flexible on this. Meeting at Seattle University would be fine as well.

Mentor since Fall 2006
Will mentor either graduate or undergraduate students