Todd Wathey
Portfolio Manager & Partner @Hamrick Investment Counsel
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WORK HISTORY
Portfolio Manager & Partner @Hamrick Investment Counsel
Seattle, WA, US
Manage investment portfolios for foundations, non-profit organizations and individuals.
EDUCATION
Northern Arizona University
B.S.
Seattle University
MBA
ABOUT TODD WATHEY
I work with families and non-profits helping to manage their investment portfolios. I have over 16 years of experience ranging from helping professionals prepare for retirement, managing over $1 Billion in institutional assets, to helping retirees effectively manage their wealth to last them their lifetime. I offer clients a unique combination of experience in institutional level asset management, highly sought after credentials of both the CFA and CFP designations, experience managing individual client assets through the financial crisis, and the desire to work with clients over the next 30 years. As a partner in a boutique fee-only investment firm, I believe I can offer clients unbiased advice and create customized investment portfolios that are as unique as the clients I serve.
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