Kaliko Michelle Veiseh
Portfolio Manager-Equities at Soundmark Wealth Management LLC
Kaliko Michelle Veiseh active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | 28/02/2003 | - |
| Portfolio Manager-Fixed Income | 28/02/2003 | - |
Career history of Kaliko Michelle Veiseh
Training of Kaliko Michelle Veiseh
| University of Washington | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Portfolio Manager-Equities | 1 |
| Portfolio Manager-Fixed Income | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
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 |
