Patricia Elmer, (CDFA®)

Tricia has over 30 years of investment experience. She began her investment career in New York in 1984 with Merrill Lynch and later Lehman Brothers. In 1992-1994 she worked as an equity analyst for Dain Bosworth, focusing on emerging growth companies. In 1994 she became a senior portfolio manager and wealth advisor at Bank of America before becoming the head portfolio manager at Northern Trust in Seattle in 1999.  In 2002, Tricia was hired by Washington Capital Management to co-manage the Small Cap Growth fund. During her tenure that fund grew from $80 million to over $1 billion under management. In 2007 this fund was the #1 performing small cap growth fund in the United States as measured by Pension & Investment magazine.

She formed Pacific Horizon Investment Management in 2001 to manage the investments of family and close friends. She retired from Washington Capital Management in 2010 in order to provide personalized investment management for a growing number of individuals and families. She has been a quoted financial expert in the Wall Street Journal, New York Times and Forbes Magazine, a prior regular contributor to the KIRO Money Minute, and a panelist for the MoneyShow®. She is a Licensed Registered Investment Adviser (RIA) with the State of Washington, a Certified Divorce Financial Analyst® (CDFA®), a member of CFA® (Certified Financial Analyst) Institute,  Institute for Divorce Financial Analysts (IDFA™), Friends of King County Collaborative Law (KCCL™), and Board of Trustees and Finance Committee of Norwich University.  Her education includes a Master's Degree in Finance from New York University and a BA from the University of Washington.

 

 

William G. Robbins, Client Services and Administrative Manager

As the Client Services and Administrative Manager, Will is responsible for day-to-day client interactions, requests, reporting and administration. He has over 15 years experience managing investor relations and providing exceptional client support. In addition, he contributes to special projects and market research. He earned a B.A. degree from the Catholic University of America.