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Our Team

Our Team

Matt Brady
Senior Analyst
Elena Solovyeva, CFA
Research Analyst
Jonathan Henderson
Investment Operations Specialist
Jessica Magstadt
Operations Coordinator
Justin Hatley
Director of Analytics
Matthew Lowe, CFA
Analyst
Danny Sullivan
Analyst
Stefan Myers
Risk Analyst
Ryan Ross
Analyst
Trevor Parmelee
Analyst

Jonathan Henderson

Investment Operations Specialist

Jonathan Henderson

Mr. Henderson, Investment Operations Specialist, joined the firm in 2010. His primary responsibilities include developing, overseeing, and managing the operational and administrative aspect of the firm’s discretionary and implemented consulting relationships. Prior to joining our firm, Mr. Henderson worked in the investment services field first with Banc of America Investment Services where he held positions involving many aspects of brokerage services including advisory sales, securities trading and operations. He then worked for Washington First International Bank providing corporate trust and investment management services to the bank’s clientele. Mr. Henderson was instrumental in developing the trust and advisory platform and with the ongoing management of the accounts, including securities trading, portfolio modeling and relationship management.

Mr. Henderson graduated from the University of Washington with a Bachelor of Arts degree in Economics.