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Matthew T
Series 65
Anchorage, AK
Elliott Cove Capital Management
Matthew Thayer is a financial advisor at Elliott Cove Capital Management in Anchorage, AK, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Northrim Bank and educational experience at Grand Canyon University. Outside of advising, he was involved with Repair As Needed LLC for two years. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government entities. The firm employs an asset-allocation investment approach using index-style model portfolios and offers fiduciary services for employer retirement plans.
Myra R
Series 65
Seattle, WA
Elliott Cove Capital Management
Myra Reinhardt is a Series 65-credentialed financial advisor with Elliott Cove Capital Management in Seattle, WA, where she has worked since 2005. She has 21 years of industry experience and also has a longstanding affiliation with Coastal Bank since 2004. Reinhardt serves on the board of the Stanwood Camano Food Bank, a community organization in Stanwood, WA. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients as well as pension plans, trusts, charitable organizations, and government entities. The firm employs an asset-allocation approach based on efficient-market theory, managing portfolios primarily with Dimensional Fund Advisors mutual funds and ETFs, and offers fiduciary services under ERISA guidelines.
Tammy K
Series 65
Fairbanks, AK
Elliott Cove Capital Management
Tammy Kosa is a Series 65-licensed financial advisor at Elliott Cove Capital Management with 20 years of industry experience. She has been with Elliott Cove since 2006 and also has a long tenure at Northrim Bank beginning in 2004. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, corporations, and government clients. The firm employs an asset-allocation approach using index-style model portfolios primarily composed of Dimensional Fund Advisors mutual funds and ETFs, with discretionary management guided by an Investment Committee.
Diana S
Series 65
Wasilla, AK
Elliott Cove Capital Management
Diana Soliday is a financial advisor at Elliott Cove Capital Management with 11 years of industry experience and a Series 65 credential. She has worked at Elliott Cove since 2015 and has been an assistant branch manager at Northrim Bank since 2006, where she is involved in leadership and management, sales, operations, and loan origination. Elliott Cove Capital Management provides fee-based portfolio management to individual, high-net-worth, and institutional clients, including government entities. The firm employs a disciplined asset-allocation strategy based on the efficient-market hypothesis, focusing on index-style portfolios primarily using Dimensional Fund Advisors mutual funds and ETFs, with quarterly account reviews and fiduciary services for employer retirement plans.
Ralph C
Series 63, Series 65
Seattle, WA
Elliott Cove Capital Management
Ralph Chiocco Jr. is a financial advisor with Elliott Cove Capital Management in Seattle, WA, holding Series 63 and Series 65 designations and over 20 years of industry experience. He has been with Elliott Cove Capital Management since 2003. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government clients. The firm employs a disciplined asset-allocation approach using index-style, allocation-based model portfolios primarily composed of Dimensional Fund Advisors mutual funds and ETFs, with quarterly account reviews and fiduciary services for employer retirement plans.
William S
CFP®, Series 63, Series 66
Seattle, WA
Elliott Cove Capital Management
William Schatz is a CFP® with 34 years of industry experience and is affiliated with Elliott Cove Capital Management. He has been with Elliott Cove Capital Management since 2003 and also worked at Lincoln Investment Planning, Inc. since 2009. Outside of his advisory work, he serves as president of the Tacoma Swiss Sportsman Club and is a board member of the Stanwood Camano Community Fair; he also assists with his family’s cattle farming operations. Elliott Cove Capital Management is a multi-team advisory firm providing fee-based portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government clients. The firm employs a disciplined asset-allocation approach rooted in the efficient-market hypothesis, using index-style, allocation-based model portfolios primarily comprised of Dimensional Fund Advisors mutual funds and ETFs.
Nikolas G
CFP®, Series 63, Series 65
Seattle, WA
Elliott Cove Capital Management
Nikolas Grosch is a CFP® professional with nine years of industry experience, currently serving at Elliott Cove Capital Management where he has worked since 2019. Prior to that, he was employed at Dimensional Fund Advisors from 2016 to 2019. Grosch is based in Seattle, WA. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, corporations, and government entities. The firm follows a disciplined asset-allocation investment approach centered on index-style, allocation-based model portfolios primarily using Dimensional Fund Advisors mutual funds and ETFs.
Nickola W
Series 63, Series 65
Seattle, WA
Elliott Cove Capital Management
Nickola Whittle is a financial advisor at Elliott Cove Capital Management with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Elliott Cove since 2015. In addition to her advisory role, she owns and operates a bookkeeping and computer assistance business that she manages on weekends. Elliott Cove Capital Management provides fee-based portfolio management primarily for individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, and government entities. The firm employs a disciplined, index-based asset allocation strategy and offers fiduciary services for employer retirement plans.
Angedd K
Series 65
Seattle, WA
Elliott Cove Capital Management
Angedd Kalsi is a financial advisor at Elliott Cove Capital Management in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Elliott Cove, he worked at RSM US and Clobotics Global. Outside of his advisory role, Kalsi is a head coach for the Crossfire Premier Soccer 2009 Girls ECNL-RL Team, a position he has held since 2018. Elliott Cove Capital Management is a multi-team firm serving individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government entities. The firm focuses on disciplined asset-allocation strategies using index-style model portfolios primarily composed of Dimensional Fund Advisors mutual funds and ETFs, providing ERISA fiduciary services and quarterly portfolio reviews.
Christopher C
Series 65
Seattle, WA
Elliott Cove Capital Management
Christopher Chambos is a financial advisor at Elliott Cove Capital Management in Seattle, WA, holding a Series 65 credential with eight years of industry experience. He has been with Elliott Cove since 2016 and also serves as a Retail & Investment Services Manager at Northrim Bank. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government entities. The firm employs an asset-allocation approach using index-style, allocation-based model portfolios and offers fiduciary services for employer retirement plans.
Amy C
Series 65, Series 63
Wasilla, AK
Elliott Cove Capital Management
Amy Cowger is a financial advisor with Elliott Cove Capital Management, holding Series 65 and Series 63 licenses and three years of industry experience. She has worked with Wells Fargo Clearing and Wells Fargo Bank, NA, and previously held roles in higher education institutions. Outside of her advisory role, she serves as power of attorney for her father. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, corporations, and government entities. The firm employs a disciplined, index-style asset allocation approach using model portfolios primarily composed of Dimensional Fund Advisors mutual funds and ETFs.
Vili I
Series 65, Series 63
Anchorage, AK
Elliott Cove Capital Management
Vili Isaloi is a financial advisor at Elliott Cove Capital Management in Anchorage, AK, with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank, nA. Outside of his advisory role, he assists his special-needs nephew as a personal care assistant through Hearts and Hands of Care. Elliott Cove Capital Management provides fee-based portfolio management primarily to individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and government entities. The firm utilizes a disciplined, allocation-based investment approach focused on index-style portfolios and offers fiduciary services for employer retirement plans.
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