Mikaela McCoy

Investment Operations Associate

“It's never too late to be what you might've been”

- George Eliot

What inspires me
I am inspired by working with a team that has the collective goal of providing value and support to our clients and helping them achieve their financial goals.

 

How I impact my clients
As the Investment Operations Associate I am able to make meaningful and material impact for our clients by supporting the investment and advisory teams.

 

On the weekends
My goal in life is to become a Renaissance woman. On the weekends, I love to read, learn new languages, create art, and explore and experience all that life has to offer!

Community Involvement
  • Volunteer Advisor, Alpha Omicron Pi Fraternity
Education
  • Bachelor of Economic Sciences, Washington State University
  • Bachelor of Arts, Business Administration, Washington State University