Kaliko Michelle Veiseh
Portfolio Manager-Equities at Soundmark Wealth Management LLC
Profile
Ms. Kaliko M.
Veiseh is a Senior Wealth Advisor at Soundmark Wealth Management LLC.
She received her B.A.
Finance and Management from the University of Washington.
Kaliko Michelle Veiseh active positions
Companies | Position | Start |
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Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Portfolio Manager-Equities | 2003-02-28 |
Training of Kaliko Michelle Veiseh
University of Washington | Undergraduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Members of the board
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Linked companies
Private companies | 1 |
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Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Finance |
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