Laird Norton Wealth Management
Located in: Regus - Washington, Seattle - Norton BuildingAddress: 801 2nd Ave, Seattle, WA 98104 Hours: Closed ⋅ Opens 8AM Fri Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 426-5105: : : : Place name: Website: Category: : : Website: http://www.lairdnortonwm.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Laird Norton Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review
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Laird Norton Wealth Management Employees
Laird Norton Wealth Management December 2013 - Present
OfficeMax August 2012 - Present
Skills
CompTIA A+ Certification, Computer Hardware, Windows 7, Computer Repair, Networking, Microsoft Office, Troubleshooting, Computer Maintenance, OS X, Printers, Active Directory, Customer Service, Technical Support, Windows XP, Software Installation, Windows Server, Hardware, Management, Windows Vista, Windows, Help Desk Support
Education
North Seattle Community College 2012 — 2013
AAS, Network & Server Administration
Shoreline Community College
Laird Norton Wealth Management May 2007 - Present
Thomson Reuters EBIA May 2001 - June 2006
Bogle & Gates January 1986 - January 1995
Bogle & Gates June 1978 - January 1986
Skills
Mergers & Acquisitions, Public Speaking, Strategic Planning, Contract Negotiation, Employee Benefits, Nonprofits, Compliance, Corporate Law, Legal Writing, Corporate Finance, Corporate Governance, Business Strategy
Education
The Ohio State University Moritz College of Law 1975 — 1978
Doctor of Law (JD), Order of the Coif
Austin College 1971 — 1975
Bachelor of Arts (BA), Honors in Philosophy
Wayne State University Junior Year in Munich 1973 — 1974
German History, Culture and Language
Laird Norton Wealth Management August 2013 - Present
Education
Kenyon College
Bachelor of Arts (BA), English Literature and Political Science
American Graduate School of International Management
Master's Degree
Vector Wealth Management, LLC April 2005 - Present
Laird Norton Wealth Management September 1997 - October 2004
National City Bank August 1990 - August 1994
Skills
PortfolioCenter, Microsoft Access, Microsoft SQL Server, Microsoft Exchange, Microsoft Excel, Junxure, Worldox, Windows Server, Windows XP Pro, Windows 7, Microsoft Outlook
Education
University of Minnesota-Twin Cities 1984 — 1989
Bachelor of Arts (B.A.), Economics
Self-employed November 2001 - Present
Laird Norton Wealth Management 1992 - 2001
Arthur Andersen & Co. 1985 - 1992
Skills
Entrepreneurship, Office Management, Telecommunications, Social Networking, Small Business
Education
Notre Dame of Maryland University
Laird Norton Wealth Management August 2009 - Present
Russell Investments March 1993 - November 2007
Deloitte 1988 - 1993
Education
Seattle Pacific University 1986 — 1988
Bachelor of Arts (B.A.), Accounting
The New York Times April 2015 - Present
Co August 2012 - Present
Winona Capital Management June 2014 - Present
Laird Norton Wealth Management June 2013 - Present
Kirshenbaum Bond Senecal + Partners February 2014 - July 2014
iris worldwide December 2011 - June 2012
PromoBomb February 2011 - December 2011
Beer2Buds May 2010 - December 2011
Affinity Labs - Monster June 2008 - December 2009
Affinity Labs - Monster January 2008 - June 2008
Skills
Ruby on Rails, PHP, jQuery, MySQL, CSS, Facebook API, Node.js, Python, Facebook, Mobile Applications, iOS, iPhone, iOS development, CMS, Google Analytics, User Interface, MongoDB, Programming, Git, Django, Mobile Devices, Ruby, Open Source, Web Development, REST, Front-end, JSON, NoSQL, Web Applications, Redis, ActionScript, User Interface Design, AJAX, Amazon Web Services..., HTML 5, User Experience, Objective-C
Education
Smith College 2003 — 2007
BA, Computer Science
Annie Wright School 2001 — 2003
Laird Norton Wealth Management May 2013 - Present
D.B. Fitzpatrick & Co. June 2012 - December 2012
Northwestern Mutual Financial Network August 2010 - December 2010
QFC August 2005 - June 2010
Skills
Fixed Income, Portfolio Management, Asset Allocation, Bloomberg Terminal, Derivatives, Microsoft Excel, MBS, Investment Management, Finance, Securities, Wealth Management, Investments, US Treasuries, Financial Markets, Microsoft Dynamics, Morningstar Direct, Manager Research, Performance Measurement, Mutual Funds, CFA Candidate, Time Management, Financial Services, Trading, Asset Management, Alternative Investments, Valuation, Capital Markets, Financial Analysis, Risk Management
Education
University of Washington 2008 — 2012
Business Administration, Finance, 3.7
Cascadia Community College 2006 — 2009
Associate in Integrated Studies
Laird Norton Wealth Management April 2015 - Present
Laird Norton Wealth Management March 2008 - April 2015
BondStreet Wealth Management August 2002 - January 2007
Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Retirement Planning, Asset Management, Securities, Series 7, Finance, Financial Planning, Investment Management, Investment Advisory, Alternative Investments, Equities, Mutual Funds
Education
College for Financial Planning 2010 — 2012
CFP Certification
University of Washington 2000 — 2002
Bachelor of Arts (B.A.), Business Administration, Finance
Gerlach, Way, Scarth, & Associates July 2013 - Present
Laird Norton Wealth Management June 2008 - July 2013
Laird Norton Wealth Management June 2008 - January 2012
Tometa Software October 2007 - April 2008
Help You Sell Front Range 2005 - 2006
Skills
Wealth Management, Financial Analysis, Portfolio Management, Strategic Financial..., Asset Allocation, Microsoft Excel, Retirement Planning, Marketing Communications, Insurance, Salesforce.com
Education
Gonzaga University - School of Business Administration 2004 — 2008
BS Business Administration, Finance and Marketing
Legacy High School
Laird Norton Wealth Management July 2015 - Present
Bristlecone Advisors 2013 - 2014
Bulldog Investment Group January 2011 - May 2013
Century 21 Beutler-Waterfront April 2012 - February 2013
Gonzaga University September 2009 - May 2011
Skills
Financial Analysis, Portfolio Management, Investments, Customer Service, Microsoft Office, Private Equity, Venture Capital, Microsoft Excel, Hedge Funds, Equity Trading, Asset Allocation, Teamwork, Performance Measurement, Leadership, Public Speaking, Project Management, WordPress, Analytics, Market Analysis, Alternative Investments
Education
Gonzaga University 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Economics
O'Dea High School
Laird Norton Wealth Management 1992 - 1999
Skills
Black & White, Landscape Photography, Travel Photography, Fine Art Photography, Environmental..., Portraits, On Location, Still Life
Education
Oregon State University
Sacred Heart Academy
Serra Catholic
Washington State University
Laird Norton Wealth Management September 2003 - Present
North Park University January 2007 - January 2013
Evangelical Covenant Church - North Pacific Conference April 2009 - January 2012
ASA Advisors 2001 - 2003
RBC Wealth Management 1997 - 2001
Merrill Lynch 1994 - 1998
3M 1989 - 1994
Skills
Portfolio Management, Financial Planning, Wealth Management, Estate Planning, Asset Allocation, Retirement Planning, Philanthropy, Financial Analysis, Securities, Strategic Planning, Elder Care Planning, Wealth, Strategy, Financial Planners, Financial Advisory, Management, Financial Services, Finance
Education
North Park University 1986 — 1989
BA, Economics
GuideStone Financial Resources June 2015 - Present
Laird Norton Wealth Management 2009 - June 2015
Russell Investments 2005 - 2009
Bank of America June 2002 - August 2004
Brinson Partners and UBS Global Asset Management September 1991 - June 2002
Skills
Asset Management, Portfolio Management, Investment Strategies, Investments, Asset Allocation, Asset Managment, Financial Modeling, Valuation, Capital Markets, Strategy, Risk Management, Fixed Income, Hedge Funds
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance and Economics
CFA Institute
CFA, Investment Analysis
Laird Norton Wealth Management October 1995 - Present
Teatro ZinZanni October 2007 - December 2013
One Reel October 2007 - July 2011
Moss Adams 1989 - 1995
Education
University of Oregon - Charles H. Lundquist College of Business
KeyCorp September 2009 - Present
Northern Trust September 2006 - February 2009
Laird Norton Wealth Management June 2003 - December 2005
Laird Norton Wealth Management September 2000 - June 2003
KeyBank September 1992 - September 2000
Skills
Wealth Management, Investment Management, Private Banking, Retirement Planning, Asset Management, Mutual Funds, Investment Advisory, Estate Planning, Asset Allocation, Strategic Financial..., Trust Services, Charitable Trusts, Tribal Consultation, Nonprofit Endowment..., Private Foundations, Personal Trust..., Estate Tax Planning, Planned Giving, Financial Planning, Relationship Management
Education
University of Puget Sound 1980 — 1982
Master of Business Administration (MBA), Finance, General
University of Washington 1973 — 1977
Bachelor's degree, Accounting
PitchBook Data February 2015 - Present
PitchBook Data April 2014 - January 2015
Boyden global executive search November 2013 - April 2014
Laird Norton Wealth Management July 2011 - April 2013
Northern Lights Capital Group July 2012 - November 2012
Butch Blum November 2009 - February 2010
Laird Norton Family Foundation July 2009 - September 2009
Skills
Analysis, Competitive Analysis, DCF Valuation, Derivatives, Equity Valuation, Finance, Financial Modeling, Investments, Mutual Funds, Private Equity, Qualitative Research, Risk Management, Valuation, Economics, Equities, Venture Capital, Data Analysis
Education
Seattle University 2011 — 2013
Bachelor of Arts in Business Administration, Finance, General, 3.9
Franklin College 2008 — 2009
International Management, Management and Marketing, 3.6
Seattle Central Community College 2006 — 2008
Associate of Arts (A.A.), 3.4
Index Fund Advisors, Inc. October 2014 - Present
Parametric January 2014 - October 2014
Rainier Investment Management June 2012 - November 2013
Laird Norton Wealth Management July 2006 - May 2012
Morgan Stanley 2005 - 2006
Morgan Stanley 2001 - 2005
Skills
Asset Allocation
Education
Kaplan University 2009 — 2010
Financial Planning Certificate, Financial Planning and Services
University of Washington, Michael G. Foster School of Business
Bachelor of Arts (B.A.), Business Administration and Management, General
Threshold Group July 2014 - Present
Laird Norton Wealth Management June 2010 - July 2014
City of Seattle Employee Retirement System October 2009 - June 2010
Laird Norton Tyee September 2007 - October 2009
Farmers New World Life Insurance June 2005 - September 2007
CoBiz Private Asset Management March 2001 - June 2005
Sovereign Financial Services May 2000 - March 2001
Education
Seattle University 2005 — 2008
Masters, International Business
Metropolitan State College of Denver
Bachelor of Science, Finance
Nordstromrack.com HauteLook, a Nordstrom Company March 2015 - Present
Nordstrom August 2013 - Present
Laird Norton Wealth Management June 2012 - August 2013
Skills
French, German, English, Corporate Law, Legal Research, Contract Negotiation, Microsoft Office, Legal Writing, Commercial Litigation, Trust Management, CSS, Microsoft CRM, SEI Trust 3000, Financial Analysis, Investment Research, Strategic Financial..., Financial Planning
Education
Columbia Law School 2011 — 2011
International Exchange Program, Business Law
2004 — 2008
Bachelor of Law, Law
Laird Norton Wealth Management October 2006 - Present
Rensburg Sheppards January 1999 - May 2006
Skills
Wealth Management, Asset Allocation, Strategic Financial..., Portfolio Management, Investments, Investment Strategies, Retirement Planning, Investment Management, Equities, Securities
Education
Newcastle University 1995 — 1998
BA Hons Financial and Business Economics, Economics, Accounting, Business Management
Highland Private Wealth Management, LLC May 2011 - Present
Laird Norton Wealth Management February 2002 - May 2011
Allison Spielman Advisors December 1999 - February 2002
SAFECO Mutual Funds September 1994 - September 1999
Skills
Due to compliance...
Education
North Park University 1990 — 1994
B.A., Finance, Economics
College for Financial Planning 1998 — 2000
CFP®, Certified Financial Planner (TM)
Laird Norton Wealth Management February 2014 - Present
Laird Norton Wealth Management July 2009 - Present
Laird Norton Wealth Management November 2005 - Present
BMO Harris Private Banking January 2000 - April 2005
Skills
Portfolio Management, Investments, Financial Modeling, Fixed Income, Bloomberg, Asset Allocation, Human Resources and..., Executive Certificate..., Wealth Management, Mutual Funds, Securities, Asset Management, Financial Services, Financial Planning, Retirement Planning, Banking, Alternative Investments, Equities
Education
Olympic College
Associate of Arts (AA), 3.4
Western Washington
Bachelor of Arts (BA), Business Administration and Management, General
Laird Norton Wealth Management August 2009 - Present
Russell Investments April 1993 - November 2008
Deloitte & Touche August 1988 - April 1993
Skills
Wealth Management, Leadership, Management, Wealth Management..., Nonprofits, Asset Allocation, Investments, Mutual Funds, Asset Management, Portfolio Management, Alternative Investments, Investment Management
Education
Seattle Pacific University 1986 — 1988
BA, Accounting
Laird Norton Wealth Management 2008 - Present
The Brighton Group 2008 - 2009
NW Diversity Council 2005 - 2008
Russell Investments 1984 - 2007
Education
Cornell University 2004 — 2006
Diversity Management Certificate
Pacific Lutheran University - School of Business 1982 — 1984
MBA, Business
Pacific Lutheran University - School of Business 1978 — 1981
Laird Norton Wealth Management November 2013 - Present
Seattle Storm 2008 - Present
Microsoft April 2005 - December 2014
Microsoft May 2000 - April 2005
Microsoft June 1994 - May 2000
Microsoft June 1992 - June 1994
Microsoft January 1990 - June 1992
Microsoft July 1989 - January 1990
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Marketing and Information Systems
Yale University 1977 — 1981
Bachelor of Arts (B.A.), Sociology
Laird Norton Wealth Management 2007 - Present
Lincoln Financial Advisors 2003 - 2007
Education
Oregon State University 2000 — 2003
Bachelor of Business Administration (B.B.A.), Managerial Economics
Laird Norton Wealth Management September 2014 - Present
Laird Norton Wealth Management July 2006 - September 2014
Lithia Motors August 2004 - July 2006
Skills
Portfolio Management, Wealth Management, Investment Management, Strategic Financial..., Asset Management, Retirement Planning, Financial Analysis, Financial Modeling, Risk Management, Investments, Asset Allocation
Education
Central Washington University 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Economics
EWHS
BNYMellon June 2005 - Present
Kibble & Prentice April 2003 - May 2005
Laird Norton Wealth Management January 1997 - April 2003
Skills
Wealth Management, Strategic Planning, New Business Development, Financial Analysis, Problem Solving, Financial Services, Investments, Business Strategy, Asset Management, Mergers & Acquisitions, Process Consulting, Philanthropic Consulting, Leadership, Investment Management, Finance, Insurance, Public Speaking, Business Development, Coaching, Philanthropy, Wealth Management..., Leadership Development
Education
Gonzaga University 1980 — 1983
Ph.D., Leadership and Finance
Eastern Washington University 1972 — 1973
Master of Arts (M.A.), Performance Studies
Laird Norton Wealth Management March 2001 - Present
Education
University of California, Berkeley 1978 — 1979
MBA, Finance
University of California, Los Angeles 1973 — 1977
BA, Economics
Laird Norton Wealth Management December 2013 - Present
The Education Effect (TEE) July 2012 - Present
Scripps College September 2010 - May 2012
Towers Watson June 2011 - August 2011
Qwest June 2010 - August 2010
INROADS 2010 - 2010
Scripps College September 2008 - April 2009
Wilsons Leather May 2008 - August 2008
Seattle Storm 2002 - 2008
Skills
Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Access, Windows Vista, Microsoft Word, SPSS, Stata, Spanish, Interview Skills, Qualitative Research, Research, Report Writing, Presentations, Sales, Market Analysis, Data Analysis, Event Planning
Education
The University of Chicago 2012 — 2013
Masters of Arts, Humanities/Humanistic Studies
Scripps College 2008 — 2012
Bachelor of Arts, Economics
University Preparatory Academy 2000 — 2008
Tacoma Public Schools November 2013 - Present
Laird Norton Wealth Management February 2011 - November 2013
University of Puget Sound September 2007 - February 2011
Kitsap County Prosecutors Office June 2008 - August 2008
Skills
Customer Service, Troubleshooting, Technical Support, Project Management, System Administration, Windows Server, Servers, Active Directory, Networking, Operating Systems, Windows 7, Help Desk Support, Printers, Hardware, VPN, Software Installation, Microsoft Technologies
Education
University of Puget Sound 2007 — 2010
Bachelor of Arts (B.A.), Politics & Government
Laird Norton Wealth Management September 2013 - June 2015
City of Seattle October 2011 - August 2013
Charles Schwab Investment Management, Inc. October 2008 - April 2011
Charles Schwab Investment Management, Inc. October 2007 - November 2008
Charles Schwab Investment Management, Inc. September 2006 - October 2007
Skills
Investments, Equities, Fixed Income, Portfolio Management, Asset Allocation, ETFs, Private Equity, Due Diligence, Economics, Asset Management, Mutual Funds, Wealth Management, Alternative Investments, Hedge Funds, Investment Management
Education
California State University-Long Beach - College of Business Administration 2002 — 2006
Undergraduate, Business Administration, Finance
Laird Norton Wealth Management May 2014 - Present
Absolute Return Solutions October 2012 - February 2014
Skills
Financial Analysis, Forecasting, Management, Microsoft Excel
Education
City University of Seattle 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
Bellevue Community College 2008 — 2010
Mahawithayalai Dhurakij Pundit 2001 — 2005
Bachelor of Business Administration (B.B.A.), Information Technology
Laird Norton Wealth Management April 2010 - Present
Lightpost Records, LLC - Wax Poetic Recording Studios January 2003 - Present
Wells Fargo HSBC Trade Bank May 2006 - March 2010
Wells Fargo Private Bank August 2004 - May 2006
University of Washington 2003 - 2004
SAFECO Life and Investments 2000 - 2003
SAFECO Life and Investments 1999 - 2000
Skills
Successful Business..., Recording Studio, New Business Development, International Business..., Major Gift Development, Wealth Management..., Sales Management, Teaching, Business Development
Education
Seattle University 1991 — 1993
Master of Business Administration (MBA), Finance
University of Washington 1981 — 1983
Bachelor of Arts (B.A.), Studio Art & Elementary Education Certificate
Pepperdine University 1979 — 1980
First Western Trust October 2013 - Present
Jocelyn Pension Consulting, LLC March 2011 - October 2013
Laird Norton Wealth Management 2006 - 2008
Crestone Capital Advisors 1998 - 2004
Smith Barney 1994 - 1998
Skills
Profit Sharing, Retirement Plan..., 401k, Investment Brokerage, Investment Policy..., Asset Allocation, Personal Trust..., Separately Managed..., Investment..., Account Reconciliation
Education
San Jose State University
Bachelor of Science (BS), Finance/Economics
Laird Norton Wealth Management September 2013 - Present
Skills
New Hire Orientations, HR Policies, Deferred Compensation, Applicant Tracking..., Employee Relations, FMLA, Employee Engagement, Talent Management, Human Resources
Education
University of Montana
Bachelor's degree, Psychology