Becky Wilcox, CFA, MBA, FRM®
Relationship Manager

As part of the client service team since 2014, Becky currently serves the role of relationship manager, having previously been responsible for driving her team’s portfolio management efforts, including asset allocation and macro strategy analysis. Becky also provides support on manager due diligence and serves as a key member of the Investment Strategy Group. Becky has more than 15 years’ experience in the investment advisory business in a variety of capacities, including portfolio management, research and trading. Prior to arriving, Becky was a Director at Freestone Capital Management, a Seattle-based investment advisory firm. She has also held positions as bond analyst for GE Financial Assurance and financial advisor at Prudential Securities.

Becky has a Bachelor of Arts degree from McGill University, a portion of which she completed at the Free University in Berlin. She also obtained a Master’s of Business of Administration from the University of Washington. Becky holds both the Chartered Financial Analyst® and Financial Risk Manager® designations, and is a member of the CFA Society of Seattle.

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