Hart is unlike any other capital management company. Our dedicated team of talented and knowledgeable investment professionals brings decades of industry experience, as well as a passion for managing and growing your assets. This combination of expertise and client focus makes Hart incredibly unique. Just talk with us and you’ll notice the difference.
Craig Hart is President and Chief Investment Officer of Hart Capital Management, Inc. He has over twenty-five years of knowledge and experience in the investment business. Prior to founding Hart Capital Management, Inc., Craig was a co-owner and portfolio manager at Hart & Associates, Inc. Craig also founded and was the General Partner of one of the first performance-based securities investment partnerships formed in the State of Washington. From 1984 to 1990, he served as a research analyst with Seattle-based brokerage firms, Ragen MacKenzie, Inc. and Foster & Marshall, Inc.
Craig has published interviews with The Wall Street Transcript, a highly regarded weekly publication read by portfolio managers and investment professionals throughout North America.
Craig graduated with a B.A. in Business Administration from the University of Washington. He is a past-president of the Spokane Stock and Bond Club, a 175-member society consisting of Spokane area money managers and stockbrokers and a current member of the Chartered Financial Analyst (CFA) Institute.
As a registered investment advisor, Melanie brings over twenty-five years experience in managing investments for the affluent. Her responsibilities as Portfolio Manager at Hart Capital Management include managing client relationships and customizing portfolios for high net-worth individuals. Previously, she was Senior Investment Advisor with Charles Schwab & Co. Inc. Prior to Charles Schwab & Co. Inc., she was responsible for back office and compliance for a major New York based brokerage firm.
Karen Oeser has worked in the financial industry for over 15 years. Her primary responsibilities at Hart Capital Management are to identify, analyze and recommend investment opportunities within the fixed income universe.
She began her career at S.G. Warburg as an analyst specializing in the financial services, biotechnology, and medical devices sectors. Later, as an analyst at Wellington Management Company, Karen developed an expertise in building investment-based financial models for health care, chemical and environmental companies at all stages of growth. Karen’s international experience includes managing two emerging market funds for Sarasin Asset Management in London . Prior to joining Hart Capital Management, Karen was an investor relations consultant serving companies nationwide.
Karen earned a Bachelor of Arts from Simmons College and a Masters of Business Administration from the F.W. Olin Graduate School of Business at Babson College. She is a Chartered Financial Analyst (CFA), a member of the CFA Institute, and a past-president of the CFA Society of Spokane.
Kevin has over three decades of experience in financial services. His technical expertise is in qualified retirement plans and IRA arrangements, estate planning, insurance, and annuities.
Prior to joining Hart Capital Management, he was a senior relationship officer with a regional trust company responsible for administration of complex trusts. He earned a B.A. in Economics from Eastern Washington University, and a J.D. from Gonzaga University School of Law. Kevin is a member of the Washington State Bar Association and the Spokane Estate Planning Council. Professional certificates and designations include the Certified Employee Benefits Specialist (CEBS), and Chartered Life Underwriter (CLU), disciplines emphasizing employee benefits and compensation planning, and insurance and risk management.
Sharon joined Hart Capital Management in 1998. She has over twenty years experience in accounting and finance and is a current member of the American Society of Woman Accountants and a past Treasurer of the organization. She is active in technology advancement and was the past President of a national technology users group. Sharon earned her Bachelor of Science degree in Business from Lewis-Clark State College.
Erika heads the Marketing and Business Development efforts at Hart Capital Management. In this role she is responsible for bringing to light the unique attributes of Hart Capital Management to prospective clients and others who desire a better understanding of the values of partnering with Hart Capital Management. She graduated from Gonzaga University with a Business Administration Degree with a concentration in Marketing.
Nathan holds the position of Equity Analyst at Hart Capital Management. Prior to joining Hart Capital Management he held a position in the Finance Department of a regional publicly traded company. Nathan is a current candidate in the Chartered Financial Analyst (CFA) program and attending the MBA program at Gonzaga University. He holds an Accounting degree from Gonzaga University with a Finance concentration.
Garrett Anacker holds the position of Securities Analyst at Hart Capital Management. He recently graduated from Gonzaga University with a degree in Business Administration with concentrations in Finance and International Business. In his position as Securities Analyst he assists with individual company and Exchange Traded Fund (ETF) equity research.
