SAIA Board


Cameron Lamarche, CFA

Principal - The Clarius Group

Cameron is a Principal at the Clarius Group, a shared family office serving the financial needs of individuals and families throughout the Northwest and beyond. He is responsible for investment research and constructing customized portfolio solutions to help clients’ achieve their unique investment goals and objectives. Previously, Cameron was involved in all aspects of investment management at the Threshold Group, including investment sourcing, manager due diligence, asset allocation, and the broader investment strategy. He received his bachelor’s degree in Finance from Pacific Lutheran University. Cameron is a CFA Charterholder and member of the CFA Society of Seattle.


Teresa Wells, CFA

Managing Director - Tiedemann Advisors

Teresa, as a Managing Director of Tiedemann Wealth Management, has direct responsibility for managing client relationships and addressing all investment-related matters. She is the main point-of-contact with clients and manages their portfolios by following the investment strategies and allocations determined by Tiedemann’s Investment Management Team and customizes portfolios to meet individual client goals and situations. She joined Tiedemann Wealth Management in January 2018 when Threshold Group merged with the firm, and brings over 17 years of investment industry experience to the role.

Prior to Tiedemann, Teresa served as the Managing Director of Investment Strategy for Threshold Group, who she joined in 2014. In this role, she worked in partnership with the Chief Investment Officer and Managing Director of Impact Investing to contribute to the firm’s broad investment strategy. She managed the research team as they developed the firm’s investment proposition including asset allocation and manager research. She was a voting member of both the Portfolio Management and Investment Committee and the Global Asset Allocation Committee. She also led the Wealth Management and Foundations services team in Seattle. In this role, she was responsible for recruiting, training and coaching the Seattle-based associates to deliver an exceptional client experience to wealth management and foundation clients.

Before joining Threshold Group, Teresa served as the Investment Strategist at Laird Norton Wealth Management (LNWM), creating strategic and tactical allocation strategies for high net worth investors. In addition, she oversaw two large institutional portfolios at the Seattle City Employee’s Retirement Plan and Farmers Life Insurance Co. Early in her career, she worked in client services for a small bank-owned trust company and for a venture capital fund of funds.

Teresa is a CFA Charterholder and is a member of the CFA Institute and the CFA Society of Seattle. She earned her Master’s in International Business from Seattle University and holds a B.S. in Finance from Metropolitan State College of Denver. She is on the Advisory Board for the Rwanda Girls’ Initiative.

 


Ignacio Griego

Partner - BDO

Ignacio is an audit partner based in BDO’s San Francisco office, possessing deep expertise in the asset management industry with a strong focus in alternative investments. Ignacio leads BDO’s western region audit hedge fund practice and his work with funds spans the spectrum from small local startup funds to global multi-billion dollar, institutional funds. Mr. Griego works with domestic and offshore hedge funds, fund of funds, venture capital funds, private equity funds, investment advisors, and broker-dealers. In addition to discussing fund structuring, investment valuation, financial statement disclosure requirements, and partner allocations with his clients, Ignacio utilizes his experience to consult with clients on their tax, operational, and regulatory needs. He also provides consultation on management company and portfolio company audit, tax and operational issues.

Ignacio has held key role roles in several prominent West coast professional organizations, serving as a lead organizer of the Bay Area Hedge Fund Roundtable (BAHR) and the director of membership for the San Francisco chapter of the Association of Latino Professionals in Finance and Accounting (ALPFA). Mr. Griego speaks regularly at local colleges regarding the alternative investment industry, valuation, and the accounting profession. Ignacio graduated from UC Berkeley, earning a BS in Business Administration from the Walter A. Haas School of Business and a BA in Economics.


Chris Hugo

Partner - PNW Asset Management Tax - PwC

Chris leads the Asset Management tax team in the PwC Seattle office. Chris has been dedicated to the financial services industry since 1995 and spends 100% of his time serving hedge funds, fund of funds, private equity & venture capital funds and a variety of investment advisors. Chris’s practice focuses on federal, state, and international aspects of financial product transactions and investor reporting. Chris’s clients include funds with a wide variety of actively traded strategies, including equity and debt strategies, special opportunities, hybrid private equity structures, emerging managers, lending transactions, real estate, and derivatives across a wide spectrum of assets. Chris currently serves clients in Seattle, New York, Connecticut, and California. He holds a Bachelors and MPAcc Tax degrees from the University of Washington.


Lauren Lauritsen - SAIA Events Coordinator

Relationship Manager - United Financial Advisers

Lauren is a Relationship Manager for United Capital Financial Advisers Seattle office. She assists the Managing Directors with new business presentations and client meetings, event planning, fee billing and managing the account review process. She earned a Bachelor’s of Fine Arts degree in Interior Design from the Art Institute of Seattle and received a Certificate in Project Management from the University of Washington, Professional & Continuing Education. She also received a Certificate in Financial Planning from Boston University, Institute of Finance.


Kerry Wong

Director Of Investment Relations - Scalar Capital

Kerry Wong is the Director of Investor Relations at Scalar Capital. Previously she was a Senior Vice President at Millennium Trust Company where she was responsible for the business development efforts with fintech funds and lending platforms. Prior to that, Kerry managed the west coast prime brokerage business for Barclays Bank and was a sales associate for Citibank's capital markets prime finance team. She holds a bachelor's degree in Political Economy from UC Berkeley and the FINRA Series 7 and Series 63 licenses.


Henry D'Atri

Enterprise Sales Leader - Clearwater Analytics

Henry has over 30 years of experience working with investment managers across multiple platforms and asset classes.  At Clearwater Analytics he enables asset managers to automate and scale their investment data, performance and reporting processes via True SaaS leading technology solutions.  Henry started his career at Standard & Poor's in New York focused on economic analysis, stock selection and portfolio management.  He moved to Santa Monica to lead Institutional Sales at a boutique broker-dealer, William O'Neil+ Co. where he was responsible for all of sales, support and administrative operations.  Henry also held roles as Vice-President at BondEdge and Numerix where he specializing in structured fixed income, and OTC derivatives modeling. Henry has his B.S. from Rutgers University and an M.B.A. with a focus in finance from Rider University. 


Megan Graf

Director, Business Operations and Strategy Team - BlackRock 

Megan Graf, Director, is a member of the Business Management & Strategy Team within BlackRock’s Global Alternatives Operations group, responsible for driving the global strategy and key initiatives across the GAAPS Alternatives Team.

Before joining BlackRock’s alternatives business in 2019, Megan worked for FutureAdvisor, a digital advisory platform, in a variety of roles through its growth as a startup and after BlackRock’s acquisition of FutureAdvisor in 2015. A member of FutureAdvisor’s Executive Committee, she served as Head of Institutional Client Operations, leading all retail and institutional investor servicing, as well as building new service models to support the launch of the FutureAdvisor platform across its institutional partnerships. She also served as a Director of Implementation for 15 months, leading the scoping and implementation of its largest banking partner through its launch in 2017.

Prior to joining FutureAdvisor in 2014, Megan worked for Fisher Investments, where she launched private wealth management operations in Europe and Canada, and managed sales and service operations for WealthBuilder, a program targeting mass affluent investors. She graduated from U.C. Berkeley with a Bachelor of Science in Natural Resources Conservation and Research.  


Nemanja Grujicic, CFA

Investment Manager - Highland Private Wealth Management


 

SAIA Associate Board Members

 


Stephanie Hammond, CFA

Global Relationship Associate - Parametric


Bryan Hanson

Senior Analyst - Pitchbook