Seattle Finance Collective

Our core mission is to foster a more diverse and inclusive Seattle finance community while building our careers together. We are early and mid level career professionals spanning asset management, banking, insurance, venture capital, private equity, law, tech, accounting, corporate development... and the list goes on. Please reach out if you are interested in joining, know someone who may be interested in joining, or your company would like to sponsor an event! We're always looking for more finance professionals based in the Seattle area to help create a more equitable and productive local finance environment. Use the link below...

Weekly Member Highlight! Seattle Finance Collective is happy to announce that Erich Lang has joined SFC as a new member! Erich is a Senior Analyst at Chinook Capital Advisors, a local leading M&A advisory firm serving the needs of Pacific Northwest business owners. Through joining SFC, Erich looks forward to connecting with investment professionals, accountants, attorneys, wealth managers, and others in the dealmaking space. Erich believes that expanding his network within the dealmaking space will help him serve his clients to the best of his ability. A fun fact about Erich is that he is passionate about cycling and loves riding around Seattle for sport and commuting – rain or shine!

Weekly Member Highlight! Seattle Finance Collective is happy to announce that Maxwell Heid has joined SFC as a new member! Max is an Apprentice Financial Advisor at D.A. Davidson Companies, a diversified financial services company that identifies and evaluates market trends, investment ideas and business opportunities, and turns them into actionable insights and strategies.? Through joining SFC, Max looks forward to connecting with fellow finance professionals in the Seattle area. Max's clients have a wide range of needs, including real estate, tax advice, and guidance on business sales. Connecting with a group like SFC offers a fantastic opportunity to exchange knowledge on how to best support clients and to build out a referral network of his own. A fun fact about Max is that he attended the University of Washington, where he competed on the rowing team for five years, winning two National Championship titles and competing on the US National team! Now, he enjoys skiing, hiking, sailing, boating, and just about any outdoor activity.

Weekly Member Highlight! Seattle Finance Collective is happy to announce that Cole Starkman has joined SFC as a new member! Cole is a Senior Financial Analyst at Colliers, a global diversified professional services and investment management company. Through joining SFC, Cole is looking to connect with folks working in investor relations, entertainment finance, venture capital, and private equity. He believes SFC will expose him to the greater finance ecosystem and be a good place to network and make new friends. A fun fact about Cole is that he has been to Antarctica!

Weekly Member Highlight! Seattle Finance Collective is happy to announce that Morgan Rogers has joined SFC as a new member! Morgan is a Business Development Representative at NOW CFO, a?full-service outsourced CFO, operational accounting, and financial consulting services firm. Through joining SFC, Morgan is looking to connect with other CPAs, PEs, Bankers, and Attorneys across the PNW. She believes SFC with help her knowledge share across the ecosystem, source new business, gain visibility with peers, and find new collaboration opportunities. A fun fact about Morgan is that she is a bit of a thrill seeker. She has been bungee jumping, skydiving, scuba diving, and skiing. She frequently travels internationally and is?always up for a new adventure!

Weekly Member Highlight! Seattle Finance Collective is happy to announce that Brandon Taylor, CPA has joined SFC as a new member! Brandon is a Senior Manager at Connor Group, a specialized professional services firm that helps financial executives with financial accounting and operations, IPO and M&A services, digital solutions, and managed services. Through joining SFC, Brandon looks forward to meeting other professionals in the finance and accounting space to grow his network to better serve his clients’ needs. Fun facts about Brandon include his love for cooking and trying all the amazing wines that are made in Washington! Cheers to Brandon! ?

Weekly Member Highlight! Seattle Finance Collective is happy to announce that Anna Inveen, CFP? has joined SFC as a new member! Anna is a Financial Planner and Assoicate Wealth Manger at Badgley Phelps Wealth Managers. Through joining SFC, Anna looks forward to connecting with business professionals who can support her clients, such as tax experts and attorneys. She hopes to meet others in the wealth management space to exchange ideas and looks forward to building relationships that will broaden her expertise both within and beyond her industry. A fun fact about Anna is that she has been teaching Pilates for over a year!

Weekly Member Highlight! Seattle Finance Collective is happy to announce that Lauren Mallory has joined SFC as a new member! Lauren is an Associate with UBS Institutional Consulting Group – Northwest, a leading institutional advisory team based in the Pacific Northwest. Through joining SFC, Lauren looks forward to connecting with more professionals in corporate finance and the private markets. Building relationships outside of the advising world will strengthen her understanding of the evolving Seattle business community and create opportunities to collaborate with others who seek to positively influence the business culture. ? Some fun facts about Lauren include her love for traveling, being active in her fitness community, and connecting with others who share a passion for self-development!

Congrats to Seattle Finance Collective member Matt Clidas for starting the UBS Veterans Associate Program! https://lnkd.in/ddPvhj3e

Weekly Member Highlight! Seattle Finance Collective is happy to announce that Nolan Bernard has joined SFC as a new member! Nolan is an Investment Banking Associate at Meridian Capital, a leading independent middle market M&A advisory firm with offices in Seattle,?Salt Lake City, and Portland. Through joining SFC, Nolan is eager to connect with like minded professionals working in finance, M&A, and private equity. He believes SFC will help build meaningful relationships and broaden his professional network during this phase in his career. Some fun facts about Nolan is that he's a proud Husky football fan, loves catching live music, and is on a quest to breaking 80 on the golf course this year!