Shana Ardelle Moffatt
Gestore di Portafoglio-Azioni presso Sonata Capital Group, Inc.
Profilo
Ms. Shana A.
Moffatt is a Director of Private Client Services & Portfolio Manager at Sonata Capital Group, Inc. She joined Sonata in 2000.
She is helping shape client experiences and working with clients to achieve their goals and objectives with tailored solutions.
Prior to joining Sonata she was an Account Manager at Sirach Capital Management in Seattle.
She is a graduate of the University of Washington, and has also attended the New York Institute of Finance.
Posizioni attive di Shana Ardelle Moffatt
| Società | Posizione | Inizio |
|---|---|---|
Sonata Capital Group, Inc.
 Sonata Capital Group, Inc. Investment ManagersFinance Sonata Capital Group, Inc. (Sonata) is an independent registered investment adviser headquartered in Seattle, Washington. The firm was founded by Timothy Cummins in 2000. Sonata provides investment advisory services on a discretionary basis to individuals, high net worth individuals, trusts, charitable institutions, foundations, and endowments. | Gestore di Portafoglio-Azioni | 01/01/2000 |
Precedenti posizioni note di Shana Ardelle Moffatt
| Società | Posizione | Fine |
|---|---|---|
Sirach Capital Management, Inc.
 Sirach Capital Management, Inc. Investment ManagersFinance Sirach Capital Management, Inc. is a Seattle, Washington-based investment management firm that has served an exclusive list of institutional and individual clients worldwide since 1970. | Corporate Officer/Principal | - |
Formazione di Shana Ardelle Moffatt
| University of Washington | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Sonata Capital Group, Inc.
Sonata Capital Group, Inc. Investment ManagersFinance Sonata Capital Group, Inc. (Sonata) is an independent registered investment adviser headquartered in Seattle, Washington. The firm was founded by Timothy Cummins in 2000. Sonata provides investment advisory services on a discretionary basis to individuals, high net worth individuals, trusts, charitable institutions, foundations, and endowments. | Finance |
Sirach Capital Management, Inc.
Sirach Capital Management, Inc. Investment ManagersFinance Sirach Capital Management, Inc. is a Seattle, Washington-based investment management firm that has served an exclusive list of institutional and individual clients worldwide since 1970. | Finance |
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