Shana Ardelle Moffatt
Portfolio Manager-Equities at Sonata Capital Group, Inc.
Profile
Ms. Shana A.
Moffatt is a Director of Private Client Services & Portfolio Manager at Sonata Capital Group, Inc. She joined Sonata in 2000.
She is helping shape client experiences and working with clients to achieve their goals and objectives with tailored solutions.
Prior to joining Sonata she was an Account Manager at Sirach Capital Management in Seattle.
She is a graduate of the University of Washington, and has also attended the New York Institute of Finance.
Shana Ardelle Moffatt active positions
| Companies | Position | Start |
|---|---|---|
Sonata Capital Group, Inc.
 Sonata Capital Group, Inc. Investment ManagersFinance Sonata Capital Group, Inc. (Sonata) is an independent registered investment adviser headquartered in Seattle, Washington. The firm was founded by Timothy Cummins in 2000. Sonata provides investment advisory services on a discretionary basis to individuals, high net worth individuals, trusts, charitable institutions, foundations, and endowments. | Portfolio Manager-Equities | 01/01/2000 |
Former positions of Shana Ardelle Moffatt
| Companies | Position | End |
|---|---|---|
Sirach Capital Management, Inc.
 Sirach Capital Management, Inc. Investment ManagersFinance Sirach Capital Management, Inc. is a Seattle, Washington-based investment management firm that has served an exclusive list of institutional and individual clients worldwide since 1970. | Corporate Officer/Principal | - |
Training of Shana Ardelle Moffatt
| University of Washington | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Sonata Capital Group, Inc.
Sonata Capital Group, Inc. Investment ManagersFinance Sonata Capital Group, Inc. (Sonata) is an independent registered investment adviser headquartered in Seattle, Washington. The firm was founded by Timothy Cummins in 2000. Sonata provides investment advisory services on a discretionary basis to individuals, high net worth individuals, trusts, charitable institutions, foundations, and endowments. | Finance |
Sirach Capital Management, Inc.
Sirach Capital Management, Inc. Investment ManagersFinance Sirach Capital Management, Inc. is a Seattle, Washington-based investment management firm that has served an exclusive list of institutional and individual clients worldwide since 1970. | Finance |
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