Warren Hastings III is a CFA® charterholder and Series 65 licensed advisor with 22 years of industry experience. He has been with Cascade Investment Advisors, Inc. since 2014. Cascade Investment Advisors manages portfolios for individual clients, including some U.S. residents living abroad, using a value-oriented investment approach focused on company fundamentals and macroeconomic trends. The firm provides discretionary and non-discretionary portfolio management with individualized investment policy statements but does not offer financial planning or sell investment products.

David Schue is a CFA® charterholder with two years of industry experience, currently serving at Cascade Investment Advisors, Inc., where he has worked since 2001. He is a co-owner of the Brooklyn Business Center in Portland, Oregon, an office building unrelated to investment activities. Cascade Investment Advisors manages portfolios for individual clients, including some U.S. residents living abroad, using a value-oriented investment approach focused on company fundamentals and macroeconomic trends. The firm emphasizes adherence to clients’ stated goals and maintains a compact team with CFA credentials overseeing daily monitoring and annual reviews.

Michelle Rand is a CFA® charterholder with 29 years of experience in the investment management industry. She has been with Cascade Investment Advisors, Inc. since 1997. The firm manages portfolios for individual clients, including some U.S. residents living abroad, using a value-oriented investment approach focused on company fundamentals, historical valuations, and macroeconomic trends. Cascade emphasizes aligning investment decisions with clients’ stated goals and maintains a professional team where all members hold the CFA charter.