Direct: (425) 531-7328
Office: (425) 467-1011 Ext. 208
In his role as an associate advisor, JP works diligently to optimize operational efficiencies within Avier while facilitating seamless communication between clients and their account teams. As a primary point of contact, JP provides clients with timely, pertinent information backed by in-depth research to deliver exceptional financial guidance. Previously, JP served as an analyst with Wurts and Associates where he performed manager research and prepared portfolio analytics. JP’s wealth of knowledge regarding institutional-class investments and dedication to continuing financial education further enrich the client experience at Avier.
In his free time, you’ll find JP on the basketball court or ultimate Frisbee field. If he’s not there, he’s out hiking scenic Pacific Northwest trails with friends. As an avid reader, JP likes to unwind with classic works of science fiction or historical biographies.
Bachelor of Arts in History, University of Washington
Chartered Alternative Investment Analyst (CAIA) Charterholder
Financial Risk Manager – Certified by the Global Association of Risk Professionals (FRM)
Passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience.