Research Analyst

Dani Blanchard, CFA

Investment Team










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Research Associate

Dani Blanchard, CFA

Investment Team

I support the portfolio management team with original research and trading. As well, I assist our client service and operations teams with portfolio analysis, client requests, and marketing.

Helping write the quarterly client newsletter is a highlight. We look at our top and bottom performing companies and summarize why these stocks went up or down. We want to create relatable and digestible content for the everyday investor, those people who may not look at the numbers every day or maybe aren’t from Wall Street.

That this is a woman-owned firm matters to me. I see powerful, brilliant women working together. There’s not just one woman at the top. Everyone here is an advocate for each other.

I always consider my Dad’s favorite piece of advice, “Be safe, be smart, have fun.” In other words, have a plan, but if it deviates, find new ways to navigate.

“Part of our mission, besides building wealth for our clients, is to get people comfortable with big ideas. “


BBA in Finance & Entrepreneurship 

University of Washington Foster School of Business


CFA® charterholder

Member, CFA Institute

Member, CFA Society of Seattle