Team Leaders
- Co-Founder, Principal, Investment Strategist
- Co-founded Conway • Jarvis LLC in 1994.
- As a portfolio manager for a subsidiary of Chemical Bank, managed assets for businesses and families
- As vice-president with Oppenheimer & Co., directed asset management programs for businesses and corporate officers
- Began career with Dean Witter as an equity manager, futures trader, and hedging strategist
- Graduated from University of Washington and earned J.D at Gonzaga University Law School
- Co-Founder, Director of Portfolio Management , CFO
- Co-founded Conway • Jarvis LLC in 1994
- Previously with Conway Labanara and Associates as a portfolio management systems manager
- Prior to that, served as a divisional merchandise manager for Nordstrom
- Graduated with a B.A. in business and an MBA in Finance from the University of Washington
- Director of Client Administration, Operations Managers
- Joined Conway • Jarvis LLC in 1998 to manage client reporting and administrative operations
- Previously with a nationally known broker-dealer as a sales and administration associate
- Graduated from University of Colorado with a B.A. in Theatre Arts