SAIA Officers

MEGHAN LOSK, IACCP® – SAIA PRESIDENT

CHIEF OPERATING OFFICER – SAPPHIRE STAR CAPITAL

Meghan serves as the Chief Operating Officer of Sapphire Star Capital, a Kirkland, Washington based federally registered investment advisor.  She vigilantly oversses the firm’s operational, financial, investor relations and compliance activities.

Prior to joining Sapphire Star, Meghan was a Managing Director with Precedent Consulting, Inc. a Seattle based financial services consulting firm.  During her tenure she enhanced the firm’s consulting capabilities in operational due diligence, investment operations, and alternative investments.

Prior to her consulting role, Meghan worked for over a decade at Freestone Capital Management, a Seattle based wealth management and advisory firm with over $2 bilion under management at the time of her departure.  At Freestone, Meghan rose to the level of Managing Director and was entrusted with the development, imlementation and management of the firm’s emergeing manager platform, which entailed conducting operational due diligence, manager selection, and capital allocation.  Additionally Meghan oversaw the firm’s alternative investment operations, operational due diligence, structuring, and investor relations.

Meghan graduated from the University of Portland with a BS in Organizational Communications.  She also holds the Investment Advisor Certified Compliance Professional (IAACP®) designation.

TERESA WELLS, CFA SAIA VICE PRESIDENT

MANAGING DIRECTOR, INVESTMENT STRATEGY – THRESHOLD GROUP

Teresa serves as the Managing Director of Investment Strategy and Seattle Office Lead for Threshold Group. She is responsible for the Seattle client service and investment management and research operations, and also contributes to the development of the firm’s broad investment strategy. Teresa recruits, trains and coaches the Seattle-based associates to deliver an exceptional client experience for their family office, wealth management and foundation clients. She also collaborates closely with her investment colleagues to develop and implement unique and innovative investment solutions that drive financial and non-financial results in alignment with clients multifaceted goals.

Teresa joined Threshold Group in July 2014, bringing over 15 years of investment industry experience. Teresa was previously the Investment Strategist at Seattle-based Laird Norton Wealth Management (LNWM), creating allocation strategies aimed at helping clients both meet their long-term investment objectives and nimbly resposition for market threats or opportunities.  Prior to LNWM, Teresa oversaw two large institutional portolios at the Seattle City Employee’s Retirement Plan and Farmers Life Insurance Co. She also worked in client services for a small bank-owned trust company and for a venture captial fund of funds. Teresa received her International MBA from Seattle University and has a BS in Finance from Metropolitan State College of Denver. She is a CFA Charterholder and is a member of the CFA intstitute and the CFA Society of Seattle.  She also serves on the Investment Advisory Board for a local single family office.

 

DARREN WEST – SAIA TREASURER

MANAGER – PRICEWATERHOUSECOOPERS

Darren is a Manager in PricewaterhouseCoopers’ Seattle assurance practice where he provides audit services to local asset management clients. He has worked in PwC’s asset management practice since graduating from the University of Washington with a BA in Business Administration and a Master of Professional Accounting. Darren has worked in both the Seattle market, as well as internationally on rotation in PwC’s Sydney, Australia office within the financial services practice. Darren has experience serving domestic and offshore hedge funds, mutual funds, fund of hedge funds, collective trust funds, real estate funds, transfer agents and other associated asset management entities. Darren is a Certified Public Accountant licensed in Washington State.

MARK HEINE – SAIA SECRETARY

PARTNER – K&L GATES

Mark is a Partner in the Seattle office of K&L Gates Mr. Heine’s primary practice is focused on the area of alternative investment, including private equity funds, venture funds, hedge funds and strategic partnerships. He represents a variety of large public institutions, private investment programs and other limited partners in connection with their alternative investment portfolios. Mr. Heine has represented investors in more than 200 funds over the past five years, including venture capital funds, leveraged buyout funds, distressed debt funds, and other funds. Additional areas of Mr. Heine’s practice include fund formation, mergers and acquisitions, taxation and securities regulation.

ADMISSIONS

  • Alaska (inactive)
  • Washington

EDUCATION

J.D., Willamette University College of Law, 1999

B.A., Western Washington University, 1994

Not a Paid Member?

Join Our Free List

Want to keep up to speed on SAIA, but not ready to become a member? Just add yourself to our mailing list and we'll send you a message when we have something to share, like an upcoming event or a special promotion.

Thank you! To complete your subscription, please visit your email and click "Yes" to confirm that it was really you that wants to subscribe.