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Eric T
CFA®
Bainbridge Island, WA
Eagle Harbor Asset Management, Inc.
Eric Turloff is a CFA® charterholder with 25 years of industry experience. He is the principal of Turloff Financial Consulting, where he has worked since 1998. In addition to his advisory role, he is involved in tax preparation services. He is a part of Eagle Harbor Asset Management, Inc., a firm that provides discretionary portfolio management to individuals, high net worth clients, and trusts. The firm focuses on tailored asset allocation and primarily uses individual stocks and bonds, combining fundamental and technical analysis in its investment approach.
Andrew L
CFA®, Series 63
Seattle, WA
Eagle Harbor Asset Management, Inc.
Andrew Loechl is a CFA® charterholder with 25 years of industry experience. He has been with Eagle Harbor Asset Management, Inc. in Seattle, WA since 2000. Eagle Harbor Asset Management provides discretionary portfolio management to individuals, high net worth clients, and trusts, focusing on tailored asset allocation and security selection. The firm combines fundamental and technical analysis, primarily using individual stocks and bonds, and maintains affiliations with other financial practices to support service capacity.
Brian M
Series 65
Bainbridge Is, WA
Eagle Harbor Asset Management, Inc.
Brian McAuley is a financial advisor at Eagle Harbor Asset Management, Inc. with 21 years of industry experience. He holds a Series 65 designation and has worked at Sitka Pacific Capital Management, LLC since 2005. He currently serves on the Board of Directors of McAuley LCX Corporation, a private, family-owned real estate holding company. Eagle Harbor Asset Management provides discretionary portfolio management to individuals, high net worth clients, and trusts, focusing on tailored asset allocation and selection of equity and fixed-income securities. The firm combines fundamental and technical analysis to manage portfolios primarily with individual stocks and bonds, employing a formal affiliation with another RIA and a CPA-affiliated financial practice to enhance service capacity.
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