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Shawna Bay

CIPM®

Associate Director

    As an Associate Director in the Bellevue office, Shawna is responsible for back-office activities including client trades, money movement, new accounts, and transition of assets. She supports the Director of Capital Markets in daily operations.

    Prior to joining the firm, she spent nine years in the Investment Operations Associate Director role at Cornerstone Advisors, where she was responsible for all back-office activities including trading, reconciliations, transfers, and setting up and managing accounts in portfolio accounting systems.

    Shawna graduated Walla Walla University with a Bachelor of Science in Civil Engineering and a Math minor. She holds the Certificate in Investment Performance Measurement™ designation from the CFA Institute and is a member of CFA Society Seattle.

    Group

    Investment Operations

    Certification

    CIPM®

    Office

    Bellevue, WA

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    As an Associate Director in the Bellevue office, Shawna is responsible for back-office activities including client trades, money movement, new accounts, and transition of assets. She supports the Director of Capital Markets in daily operations.

    Prior to joining the firm, she spent nine years in the Investment Operations Associate Director role at Cornerstone Advisors, where she was responsible for all back-office activities including trading, reconciliations, transfers, and setting up and managing accounts in portfolio accounting systems.

    Shawna graduated Walla Walla University with a Bachelor of Science in Civil Engineering and a Math minor. She holds the Certificate in Investment Performance Measurement™ designation from the CFA Institute and is a member of CFA Society Seattle.