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Kaliko Michelle Veiseh
Portfolio Manager-Equities at Soundmark Wealth Management LLC
Network origin in Kaliko Michelle Veiseh first degree
Entity | Entity type | Industry | |
---|---|---|---|
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.
5
| Subsidiary | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kaliko Michelle Veiseh via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Undergraduate Degree | |
Pacific Asset Management LLC (Washington)
![]() Pacific Asset Management LLC (Washington) Investment ManagersFinance Pacific Asset Management LLC (PAM) is an independent, SEC-registered investment advisor headquartered in Gig Harbor, Washington. The firm was founded in 1998 by Gary Lucy and Don Cox. PAM provides investment management services primarily to high net-worth individuals. | Investment Managers | Analyst-Equity | |
Texas A&M University | College/University | Undergraduate Degree | |
Golden Gate University | College/University | Graduate Degree |
Statistics
International
United States | 6 |
Canada | 2 |
Sectoral
Consumer Services | 4 |
Finance | 4 |
Operational
Portfolio Manager-Equities | 5 |
Portfolio Manager-Fixed Income | 4 |
Undergraduate Degree | 3 |
Analyst-Equity | 2 |
Corporate Officer/Principal | 2 |
Most connected contacts
Insiders | |
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Bill Schultheis | 5 |
Todd David Flynn | 3 |
John Edward Buller | 2 |
Ryan Scharnhorst | 1 |
Ben Hicks | 1 |
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