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.
JANICE GREENE
PARTNER - PRECEDENT CONSULTING, INC.
Janice Greene is the President and Co-founder of Precedent Consulting, Inc., a Seattle based financial services consulting firm. She brings 30 years of broker-dealer and investment advisor experience to her consulting practice and is an expert in convoluted regulatory issues and, unusual for this industry, also brings significant people skills, including facility with managing major conflict, navigating competing priorities, and successfully completing large scale projects with limited resources.
In the eight years prior to founding Precedent, she served as Managing Director, Chief Compliance Officer, and Human Resources Director for Freestone Capital Management, which included Freestone Securities, a registered broker-dealer, and Freestone Investments, a registered investment advisor to Freestone’s hedge fund and fund of funds complex. Janice has a degree in Business Economics from Colorado State University.
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.
JAY LEVESQUE CFA®
DIRECTOR OF INVESTMENT RESEARCH - FILAMENT, LLC
Jay Levesque is Filament’s Director of Investment Research and a member of the firm’s investment committee. Jay focuses on the sourcing, evaluation, and monitoring of investment managers and products across the capital markets spectrum and is actively involved in shaping the firm’s investment strategy, asset allocation, risk management and investment selection processes. Prior to joining Filament, Jay was an Associate on the Alternative Investments Team at J.P. Morgan in New York City where he focused on hedge fund due diligence. Jay received BS degrees (magna cum laude in Finance and Mathematical Sciences) from Oregon State University and he holds the Chartered Financial Analyst® designation. Jay is a member of the Oregon State University College of Business Finance Circle.
SAIA ASSOCIATE BOARD MEMBERS
NEMANJA GRUJICIC
INVESTMENT ANALYST - HIGHLAND PRIVATE WEALTH MANAGEMENT
HENRY D'ATRI
SENIOR EXECUTIVE SALES - FIS
BRYAN HANSON
SENIOR ANALYST - PITCHBOOK
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