LeeAnn Gudeit, CFA

Experience

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  COMSTAT Capital Sciences Inc

  Jan 1998 - Jan 1999

  Portfolio Analyst

  Provided quantitative analysis and reporting on the investment performance of institutional portfolios on a quarterly basis. Calculated mid-month and internal rate of return on portfolio holdings. Verified accuracy of Trust company statements and reconciled portfolio cash balances each month.Performed extensive spreadsheet modeling and graphical design in Excel, resulting in uniquely customized information for better investment decision making.Prepared client presentation materials using MS Word, Excel and PowerPoint increasing both their professionalism and utility.Charter, Education and Licenses Show less

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  Key Private Bank

  Jan 1999 - Jan 2001

  Junior Portfolio Manager

  Managed investment portfolios of individual securities for high net worth and institutional investors. Prepared and presented client communications and performance reviews. Worked on client-specific projects and requests utilizing Excel, Word, PowerPoint and Access.Maintained in-depth knowledge of the securities markets and individual securities--including rationale for underlying holdings, sector and asset allocation decisions-allowing Senior Portfolio Managers to concentrate upon new business developmentResearched and recommended individual securities held within model and client portfolios, generating time for team to develop client baseProficiency in AllocationMaster software resulted in optimized client asset allocations Contributions on asset management and investment research side of business resulted in Tacoma team routinely recognized for strong growth of assets under management Show less

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  Wentworth, Hauser & Violich (formerly Laird Norton Trust Co.)

  Jan 2001 - Jan 2010

  Vice President, Portfolio Manager and Equity Analyst

  Utility, Real Estate Investment Trust, Insurance and Consumer Discretionary analyst for over eight years. Forecasted earnings and price targets using extensive financial models built in Excel. Additional modeling with StarMine, StockVal & FactSet. Utilized Advent software to manage investment portfolios for high net worth and institutional investors. Met with clients to review objectives, strategy and performance. Drafted quarterly client letters discussing economic, stock market and portfolio performance. Assisted business development by preparing for and attending new business presentations.Progressively increased analytical responsibilities; culminating in research coverage of 12% of S&P 500Doubled assets under management as Product Manager of All Cap Plus International Equity Strategy. Led new business presentations; acted as broker liaison; oversaw underlying managers' stock picksPromoted to a Fund Manager for Growth Strategy in October 2008; strategy consistently beat Russell 2000 Growth benchmark since inceptionSuccessfully co-created, launched and managed Environmental, Social & Governance Strategy starting in 2008Gained small cap investment expertise as analyst on Small Cap Strategy for three yearsCrafted firm-wide client communication when financial markets were frozen after 9/11 Recognized for high client retention track record; often tapped to handle complicated relationships Show less

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  Shareholder InSite, LLC

  Jan 2010 - Jan 2013

  Senior Associate, Quist Valuation Services

  Founded through the merger of CapControls and Qval and its acquisition of Quist Valuation, Shareholder InSite provides powerful Software as a Service (SaaS) solutions and independent third-party valuation services that help private companies and their Venture Capital/Private Equity investors better track, manage, and analyze shareholder data. Leveraging our Qval and CapControls platforms, Shareholder InSite offers a unique combination of software and proven services to address the varying needs of both investors and private company financial managers through:• The premier software solution for self-service shareholder administration and data management, transaction and deal analysis, internal valuations • Quist Valuation Services for Venture Investors (FAS 157 Portfolio Company Valuations)• Quist Valuation Services for Private Companies (IRC 409A – Valuation Opinions) Through our team of experienced finance and technology professionals at our offices in Nashville, Boulder, Seattle, San Francisco, and elsewhere, Shareholder InSite serves an impressive roster of clients including leading Venture Capital/Private Equity firms (e.g. August Capital, Benchmark Capital, Third Rock Ventures) as well as private companies across a wide spectrum of industries, from startups to mature companies. Show less

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  Seraph Capital Forum

  Jan 2013 - Jan 2015

  Member

  Screening Committee

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  WTAS

  Jan 2013 - Jan 2014

  Manager, Valuation Services

  Provided thorough, independent valuation analyses of privately held assets together with superior client service and responsiveness.

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  U.S. Bank

  Jan 2014 - May 2022

  Senior Portfolio Manager

  Portfolio Manager for the Seattle Private Wealth Management of U.S. Bank. I work with high net worth individuals, families and institutions to structure and customize their investment portfolios. These portfolios are tailored to specific client investment objectives involving risk tolerance, income needs, expected return, tax situation and time horizon, among other considerations. I actively work with portfolios that include individual equities, fixed income securities, exchange traded funds and notes, separately managed accounts, institutional class mutual funds, and non-traditional assets such as hedge funds and private equity,debt and real estate. Show less