Andrew P. Loechl, CFA

Andrew is a Director of Eagle Harbor. He manages a variety of portfolios in trusts, as well as individual agency and retirement accounts.

Andrew has over 24 years of investment experience. Prior to Eagle Harbor, he was Vice President and Senior Portfolio Manager at Laird Norton Trust Company. He managed the Equity Income Fund, and the investments in trust accounts for individuals and charitable organizations. He was also a research analyst responsible for the basic materials and energy sectors, and the automotive industry.

At Highmark Capital Management / Merus, a division of Union Bank / The Bank of California, Andrew was a portfolio manager and research analyst. He managed a variety of different trust accounts, agency accounts, and corporate retirement accounts. He also has experience managing fixed income assets as a portfolio manager and analyst for First Interstate Bank [Wells Fargo]. He has authored practice exams for CFA candidates, and was a volunteer for over ten years on the investment committee for a non-profit guardianship service. Andrew started his career working for 8 years in Chicago in the options and futures industry devising hedging strategies and arbitrage.

Professional Associations / Examinations:

Andrew is a former board member and past President of CFA Seattle.

Chartered Financial Analyst [CFA]
Member, CFA Institute
Member, CFA Seattle
NASD Series 3, 6, 7, 65, 66
Uniform Investment Adviser Law Exam

Education:

University of Illinois, Champaign-Urbana, B.S. – Finance, 1982
DePaul University, MBA – Finance, 1986

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Brian McAuley

Brian McAuley is a partner of Eagle Harbor Asset Management, Inc, and he also serves as Chief Compliance Officer. He is responsible for client advising, investment management, portfolio strategy, and economic research.

Brian has 20 years of investment management and advisory experience. He has been a registered investment advisor and Chief Investment Officer of Sitka Pacific Capital Management, LLC since 2005, where he has managed equity, commodity, and absolute return strategies. He has also been a writer and contributor to several investment newsletters over the years.

Prior to being an investment advisor, Brian worked for Amgen, Inc. and pursued graduate studies at the University of Washington in Quantitative Ecology & Resource Management, at the Center for Quantitative Science.

Professional Associations / Examinations:

NASD Series 65, Uniform Investment Adviser Law Exam

Education:

University of Oregon, Eugene, OR – Bachelor of Science, 1999