Brian Cathcart is a highly qualified professional, who works in Hsi Partners on the position of Managing Partner from 2019. This person has earned professional experience in more than seven positions at different companies. Brian Cathcart went to the University of Washington and was studying from 1974 to 1978. Seattle, Washington is the city, where the professional was lastly known to be living. The professional's email address and number are easily accessed through this website by request.
Name variants:
Bryan Cathcart,
Bryant Cathcart
Last updated Jul 04, 2024
Contact Information
Last Update
Jul 15, 2022
Email
bc**@smartportfolios.com, c3**@yahoo.com
Location
Seattle, WA
Company
Hsi Partners
Workplace
Managing Partner
Work History
Managing Member- Chief Operations Officer
Sold RIA effective June 30, 2018
Sep 2015 — Jun 2018
Director of Business Development
Developing educational communications and relationships to foster the growth of the firm.
2009 — Sep 2016
Partner
Conducted initial analysis on hundreds of publicly traded companies for inclusion in client portfolios, working with clients ranging from Frank Russell Companies, Bell South Communications,...
1992 — 2004
Senior Vice President
Utilized the Wilshire Associates Asset / Liability Models to analyze public employee, labor union and corporate benefits and retirement plans.
1988 — 1991
Senior Vice President
999 3Rd Ave SUITE 4200, Seattle, WA 98104
Working closely with the CPAs at Deloitte Touche, analyzed failed real estate investment strategies for Washington State's Public Employees Retirement System (PERS) .Formulated plans for reo...
1990 — 1991
Education
1974 — 1978
Occupations
Executive
Managing Partner
Accountant
Finance and Accounting Specialist
Director of Operations
Partner
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Finance
Portfolio Management
Financial Analysis
Retirement Planning
Investment Management
Asset Managment
Employee Benefits
Retirement
Project Planning
Investments
Mutual Funds
Valuation
Investment Properties
Pensions
Due Diligence
Equities
Venture Capital
Business Strategy
Budgets
Strategic Financial Planning
Strategic Planning
Hedge Funds
Financial Modeling
Wealth Management
Asset Allocation
Analysis
Investment Strategies
Series 7
Investment Advisory
Bloomberg
Securities
Private Equity