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
Brian Rowe, CFA, CAIA
Mr. Rowe is a Partner of Eagle Harbor Asset Management, Inc. He is responsible for investment management, client service and business development; he also serves as Chief Compliance Officer.
Mr. Rowe has been advising investors on traditional and alternative investments, portfolio allocation and risk management for more than 25 years. Before joining Eagle Harbor, Mr. Rowe was the Director of Business Development and Client Service for First Quadrant, a $10B global investment firm. Prior to First Quadrant, Mr. Rowe led the Manager Research Group at Verus Investments, a $650B+ advisor to public and private pension funds, endowments and foundations. Prior to Verus, Mr. Rowe enjoyed a ten-year career at Weyerhaeuser in a private equity real estate subsidiary as well as the corporate treasury unit’s Investment Evaluation Department.
Mr. Rowe is a past President of CFA Society Seattle and is a member of the CFA Institute. He is also an active CAIA charterholder with the Chartered Alternatives Investment Association. Mr. Rowe is an active investor in real estate and various private companies.
Professional Associations / Examinations:
Chartered Financial Analyst [CFA]
Member, CFA Institute
Member, CFA Society Seattle
Chartered Alternatives Investment Analyst [CAIA]
Member, CAIA Association
Education:
University of California, Irvine, MBA – Finance & Real Estate, 1999
University of California, Irvine, B.S. – Biological Sciences/Pre Med, 1997
Eagle Harbor Asset Management, Inc. 