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. He contributes research in the technology healthcare, and materials sectors.

Andrew has over 25 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 for individuals, trusts, and retirement acounts. He was also a research analyst responsible for the basic materials and energy sectors, and the automotive industry.

At Merus Capital Management, a division of the Union 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 has actively volunteered his financial and investment expertise to several charitable organizations. Andrew currently serves as a trustee on the board of directors of the CFA Society of Seattle. He started his career working for 8 years in Chicago in the options and futures industry devising hedging strategies and arbitrage.

Professional Associations / Examinations:

Chartered Financial Analyst [CFA]
Member, CFA Institute 1993
Trustee, CFA Society of 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