Web Analytics
  • 1 Slide2 MenTalking
    TRUSTED FOR OUR OBJECTIVITY

    We believe in an unbiased,
    independent and objective investment
    approach based on time-tested
    financial principles.”

  • slide1
    TRUSTED FOR OUR TEAMWORK

    Our team is unique because our
    approach utilizes our diverse expertise
    and insight within a collaborative
    investment model.”

  • slide1
    TRUSTED PARTNERSHIPS

    We listen and work with you in a
    consultative approach to customize
    investment solutions to best meet your
    needs today, tomorrow and in the future.”

Bopharoth (Vanessa) Ros

Bopharoth (Vanessa) Ros

Bopharoth Vanessa Ros

Director of Portfolio Operations

Vanessa began her career in the financial services industry in 2012 at AnchorBank as a commercial loan documentation specialist. In 2016, she joined Old National Bank as a construction risk administrator in the commercial banking department. Vanessa's primary responsibilities include equity trading, portfolio operations management, performance reporting and database population. Vanessa graduated from the University of Washington having earned a bachelor's degree in Mathematics. She received her master's degree in Finance from Georgetown University, McDonough School of Business.