Our History

 

 
 

SNW Asset Management (“SNW”), which was acquired by OFI Global* in 2017, began in 2002 as a subsidiary of Seattle-Northwest Securities Corporation (founded in 1970), specializing in U.S. dollar-denominated taxable and tax-exempt fixed income investment management. We have grown to approximately $2.7 billion in assets under management and serve more than 1,800 separate accounts on an actively managed basis. Our clients include Registered Investment Advisors, high net worth individual investors, corporations, trusts, government entities, financial institutions and non-profit organizations.

*OFI Global Institutional, Inc. is a subsidiary of OppenheimerFunds, Inc.

 

Our Mission

 

 
 

We exist because investors deserve a fixed income portfolio that is built, managed and serviced with their best interests in mind.  We achieve this by acting as disciplined and responsive fiduciaries to our clients and by being ethical owners of an innovative business.

 SNW adds value to clients’ fixed income portfolios by doing thorough, ongoing credit analysis on each security within our clients’ portfolios, while also actively managing the interest rate and sector risk inherent in fixed income investing.

 
 
Eddie Bernhardt

Eddie Bernhardt, CFA, SVP, SNW Investment Team Lead & Sr. Portfolio Manager

 
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Mark Baker, VP Director of strategic Accounts

Tim Benzel

Tim Benzel, CFA, VP & Sr. Portfolio Manager 

Lisa Cook, AWMA, VP of Relationship Management

Haley Estenson, APMA, AVP Relationship Manager

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Ken Frey, CFA, VP Corporate Credit Analyst

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Sean Fuller, Jr. Trader

Lisa Krulish

Lisa Krulish, AVP  Trade Operations

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Micah McDonald, AVP Branch Consultant

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Sarrah McFadden, VP Municipal Credit Analyst

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Kent McGlincy, AVP Branch Consultant

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Dorothy Michak, VP Compliance and Operations Manager

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Rebecca Miles, Senior Client Service Associate

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Jordan Mixsell, AVP Trader

 

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Galen True, CFA, VP Municipal Trader

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David Richardson, VP Client Portfolio Manager 

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Brandon Whitman, Relationship Management Associate

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Brittany Russo, AVP Relationship Manager

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Glen K. Yelton, VP ESG & Impact Analyst

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Mark Stockwell, VP Municipal Credit Analyst