Patsy Huntington - Founder
Patsy brings over twenty eight years of investment management experience to Huntington Steele. Her experience covers the breadth of investment management sectors, with a heavy emphasis on fixed income, derivatives, and economic analysis. Patsy has spent the last eighteen years focusing on high net worth individuals. Prior to Huntington Steele, Patsy was a Managing Director at Banc of America / Montgomery Securities in San Francisco and then in Seattle, when she moved here to open the first Washington-based office for Montgomery. Patsy also brings ten years of fixed income and derivative institutional sales experience with Salomon Brothers. She holds a Bachelor of Science degree in Industrial Engineering from Stanford University. Patsy was a three time All-American in women’s field hockey. She was born in Philadelphia, Pennsylvania.
Jen Steele - Founder
Jen brings over twenty years of investment experience to Huntington Steele. Her experience spans many investment sectors, with a particular concentration on quantitative analysis, portfolio optimization, asset allocation modeling and portfolio manager search, selection and monitoring. Jen has spent the last thirteen years focusing on high net worth individuals. Prior to that, she worked in Corporate Treasury management with Microsoft, The Walt Disney Company and Amazon.com. Jen holds Master and Bachelor of Science degrees in Industrial Engineering and a Bachelor of Arts degree in Psychology, all from Stanford University. She was born in Denver, Colorado.
Scott Healey - Chief Compliance Officer
Jon Michael Topolski - IT Manager/Investment Analyst
Mercy Iverson - Investment Analyst
Eileen Miller - Investment Analyst