Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Matt M. Myers | M | - |
Trutina Financial LLC
 Trutina Financial LLC Investment ManagersFinance Trutina Financial LLC is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 2005 as Bellevue Financial, Inc. They were acquired in 2023 by CapFinancial Partners LLC, which is a subsidiary of The CapFinancial Group LLC. Trutina Financial provides wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, corporate assets, and endowments and foundations of nonprofits. | - |
| Ashley Frost | F | - |
Trutina Financial LLC
Trutina Financial LLC Investment ManagersFinance Trutina Financial LLC is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 2005 as Bellevue Financial, Inc. They were acquired in 2023 by CapFinancial Partners LLC, which is a subsidiary of The CapFinancial Group LLC. Trutina Financial provides wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, corporate assets, and endowments and foundations of nonprofits. | 14 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Patty L. Edwards | F | - |
Trutina Financial LLC
Trutina Financial LLC Investment ManagersFinance Trutina Financial LLC is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 2005 as Bellevue Financial, Inc. They were acquired in 2023 by CapFinancial Partners LLC, which is a subsidiary of The CapFinancial Group LLC. Trutina Financial provides wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, corporate assets, and endowments and foundations of nonprofits. | - |
| Scott Schuler | M | - |
Pacific Lutheran University
| 7 years |
| David Giannini | M | - |
Trutina Financial LLC
Trutina Financial LLC Investment ManagersFinance Trutina Financial LLC is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 2005 as Bellevue Financial, Inc. They were acquired in 2023 by CapFinancial Partners LLC, which is a subsidiary of The CapFinancial Group LLC. Trutina Financial provides wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, corporate assets, and endowments and foundations of nonprofits. | - |
| Judy A. Henry | F | 62 |
Pacific Lutheran University
| 2 years |
| Todd Carter | M | - |
Trutina Financial LLC
Trutina Financial LLC Investment ManagersFinance Trutina Financial LLC is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 2005 as Bellevue Financial, Inc. They were acquired in 2023 by CapFinancial Partners LLC, which is a subsidiary of The CapFinancial Group LLC. Trutina Financial provides wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, corporate assets, and endowments and foundations of nonprofits. | 9 years |
| Jeremy Gollehon | M | - |
Pacific Lutheran University
| 4 years |
| Joe Louis Cervantes | M | - |
Trutina Financial LLC
Trutina Financial LLC Investment ManagersFinance Trutina Financial LLC is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 2005 as Bellevue Financial, Inc. They were acquired in 2023 by CapFinancial Partners LLC, which is a subsidiary of The CapFinancial Group LLC. Trutina Financial provides wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, corporate assets, and endowments and foundations of nonprofits. | 18 years |
| Brian Andrew Johnson | M | - |
Pacific Lutheran University
| 4 years |
| Skye Caradonna | F | - |
Pacific Lutheran University
| 4 years |
| David Forseth Pedack | M | 40 |
Pacific Lutheran University
| 4 years |
| Yu Chiao Hsiao | F | - |
Pacific Lutheran University
| 4 years |
| Tareq Aloun | M | - |
Pacific Lutheran University
| 3 years |
| Brian Deely | M | - |
Pacific Lutheran University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 15 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Kyle Hauge
- Personal Network
