Board of Directors
The Seattle Alternative Investment Association is served by a 7-member volunteer Board of Directors and by 3 volunteer Officers.
| Ronnie Chapman | Chairman of the Board Future Select Portfolio Management | |
| Neil Chelo | Benchmark Plus Partners | |
| Kelly Easterling | Rothstein, Kass & Company, LLP | |
| Jay Gould | Pillsbury Winthrop Shaw Pittman | |
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Mr. Gould practices in the Corporate & Securities area and is co-leader of Pillsbury Winthrop Shaw Pittman’s Investment Funds & Investment Management Practice Team. He counsels clients involved in all aspects of the financial services industry. Mr. Gould represents U.S. registered investment companies, hedge funds, offshore investment companies, investment advisers, retail and institutional broker-dealers, and municipal bond underwriters. Mr. Gould has extensive experience in drafting private placement memoranda, partnership and limited liability company agreements, subscription agreements, registration statements, proxy statements, periodic reports, no-action letters, applications for exemptive relief and other documents for filing with the SEC, the NASD, and other regulatory agencies.
Mr. Gould advises investment companies, investment advisers and broker-dealers on mergers and acquisitions. He also provides counsel on matters involving corporate governance and Sarbanes-Oxley compliance; mortgage securitizations and sales; collateralized debt offers; joint ventures and strategic relations; and retail, institutional and offshore securities distribution strategies and regulatory considerations. Prior to joining Pillsbury Winthrop Shaw Pittman, Mr. Gould served as Chief Counsel for E*TRADE Global Asset Management, Inc., Vice President with TransAmerica Life Companies, Senior Counsel to Bank of America NT&SA, and as an attorney with the Securities and Exchange Commission, White & Case LLP, and two other major international law firms. | ||
| Kari-Anne Halisky | BNP Paribas | |
| Carol Lokey | Steelhead Partners, LLC | |
| Jeff Marshall | Convergent Wealth Advisors | |
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Jeff Marshall is Director of Convergent’s Alternative Investment Strategies and is a member of the Investment Committee, which focuses on developing the firm’s investment strategy, investment recommendations and portfolio implementation strategies. He serves as the lead investment consultant for the firm’s alternative research-based clients and is the portfolio manager for a proprietary hedge fund of funds. In addition, Jeff oversees the overall activities of Convergent’s Research Group, including ongoing manager sourcing, due diligence, portfolio construction, and risk management across multiple hedge fund strategies.
Prior to joining the Convergent, Jeff was the Director of Research for Windermere Investment Associates. Previous to this, he was a Senior Analyst in the Family Wealth Group at Sanford C. Bernstein, based in San Francisco, where he analyzed client portfolios, advised on single stock diversification and oversaw the asset allocation efforts for the firm’s high-net worth clients. Jeff earned a Bachelor of Science degree in Finance from Bentley College, is a Chartered Financial Analyst, and holds the NASD Series 7 and 63 licenses. He also sits on the advisory board of the Portland Alternative Investment Association. | ||
Seattle Alternative Investment Association