Headquarters: Seattle
AUM: $10.7 billion as of June 30
U.S. employees: 24
Years Won: 2018-2024
Three cool things:
- Fosters social environment through activities such as bowling tournaments, boat rides, bocce ball matches and cornhole contests. Also promotes wellness through building amenities such as weekly yoga classes and massages.
- Recognizes members of the investment team through CIO award, which is given up to two times per year. Offers three-week paid sabbaticals that employees may add up to three weeks using paid-time off awarded from milestone anniversaries.
- Hosts a pitching event where employees share their charitable area of interest and receive money for their nonprofit of choice. In addition to organizing firmwide volunteer opportunities, matches employees’ donations and supports organizations in which they actively participate.
Employees say:
- “Our firm is focused on continuous development and consistent execution to help deliver excellent service and results to our clients. That focus is part of everyone’s role, mission and passion no matter where they are in the organization. I appreciate how it and our values create a common perspective, a common goal and a common experience.”
- “It is inspiring to work at a firm that not only values diversity but also actively contributes to the community through hands-on volunteering and aims to increase representation in the financial industry.”
- “We have a collegial atmosphere where colleagues tend to respect each other. No one is penalized for their ideas.”
