Michelle Mathieu
Chief Executive Officer
"If you want outstanding results, you need to be an outlier. You can’t see very far ahead when you’re surrounded by a crowd."
What inspires me
My greatest joy is seeing my clients, team members, and loved ones gain the confidence they need to pursue their ambition. If I can help with that, well, that makes this the best job ever.
How I impact my clients
As CEO, I’m all about preparing for what lies ahead. Our clients count on us to take care of their investments, to explain things with honesty and clarity, and to help them make informed decisions about their financial futures.
On the weekends
You can usually find my husband Jim and me biking, skiing, or hiking with our frisky dog Linus. To recharge, I enjoy reading biographies and the occasional sci-fi novel. I’m at my best when I’m exploring or trying new things.
Professional Affiliations
- Member, CFA Institute
- Member and past President, CFA Society Seattle
- Member, Chartered Alternative Investment Analyst Association
- Finance Committee Member and past Board Member, YouthCare
- Member and past Vice Chair, Investment Committee for the Whitman College Endowment
Education
- Chartered Financial Analyst, CFA Institute
- Chartered Alternative Investment Analyst, CAIA Association
- International Economics, University of Freiburg, Germany
- Bachelor of Arts, Economics, Whitman College
