Welcome to CAIA Pacific Northwest Chapter
The Pacific Northwest is home to a growing number of investment managers and asset allocators, along with financial consultants and service providers. Alternative investments are becoming an increasingly important component of modern investment strategy, and the CAIA Association is well positioned to guide and educate market participants.
To serve our alternative investment community, the Pacific Northwest Chapter of the CAIA Association will work with local investment professionals and societies to provide alternative investment education through events, networking, and partnerships with area schools and businesses. The Chapter will also look to promote the CAIA designation and the benefits that accompany CAIA Membership. We welcome all local members of the investment community to participate in our educational and networking events as we grow our Chapter.
Founded in 2017.
Chapter Executive Team
- Robert Van Allen, CAIA, CIMA®, Chapter Head Branch Manager, Cetera Investors
- Chris Carsley, CAIA, Chapter Executive Chief Investment Officer and Managing Partner, Kirkland Capital Group
- Lisa Cavallari, CAIA, Chapter Executive Director, Derivatives Trading, Russell Investments
- Thomas Garrett, CAIA, CFA, FRM, Chapter Executive Director, Strategic Research, Verus
- Erik Lehr, CAIA, Chapter Executive Chief Investment Officer, Empirical Wealth Management
- Hilary Wiek, CAIA, CFA, Chapter Executive Senior Strategist, PitchBook
- Michael Yeung, CAIA, Chapter Executive