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

Andy 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, Andy 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. Andy 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
Member, Seattle Society of Financial Analysts
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