Hart Capital Management is unlike any other asset 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 Capital Management incredibly unique. Just talk with us and you’ll notice the difference.
Chief Investment Officer
View Craig's Bio
Craig has over thirty years of knowledge and experience in the investment business. Clients benefit from the sound judgement and reasoned decision-making developed from his comprehensive and diverse background.
As the Company’s Founder and Chief Investment Officer, he is intensely focused on portfolio construction and management. His experience includes founding and managing one of the first performance-based securities investment partnerships—better known as hedge funds—in the state of Washington. From 1984 to 1990 he served as Vice President Research Analyst with Seattle-based firm Ragen Mackenzie, Inc. and a Seattle-based division of Morgan Stanley Smith Barney, where he covered many industries including Aerospace, Biotech, Forest Products, and Manufacturing.
Craig founded the region’s first stock index, called the Hart Capital Inland Northwest Index, which originally tracked fifteen of the region’s top companies.
He is a current board member of Greater Spokane Incorporated, a member of the Mayor’s Economic Policy and Forecasting Council, and a board member of Connect Northwest. He is a past member of Charles Schwab & Co., Inc’s., Regional Advisory Council, and past president of the Spokane Stock and Bond Club, a 175-member society consisting of Spokane area money managers and stockbrokers. Craig is an active member of the Chartered Financial Analyst (CFA) Institute. He earned his Bachelor of Arts in Business Administration with a concentration in Accounting and Finance from the University of Washington.
View Melanie's Bio
Melanie, a Registered Investment Advisor, started her investment career in 1982 with Kidder Peabody. Prior to Hart Capital Management, she worked for Charles Schwab & Co., Inc. in Spokane as their Sr. Investment Advisor providing portfolio management and financial planning oversight.
Previously, Melanie also held the position of Branch Manager for Charles Schwab & Co., Inc. in their Coeur d’Alene, Idaho branch. Melanie has an extensive 30 year career in the financial services industry serving private wealth clients and institutional clients. She has been with Hart Capital Management, Inc. since 2003 when she was brought in to partner in the growth of Hart Capital and assist in client support. Her efforts have led to the creation of client implementation processes and the software support structure for the company.
Her responsibilities as a Relationship Manager include customizing investment portfolios, educating clients and developing new business. Additionally, Melanie advises corporations and corporate executives with stock option incentive plans.
Melanie is a graduate of Kinman Business University.
Sr. Vice President
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Kevin is a registered investment advisor and has worked over thirty years in financial services. His technical expertise is in qualified retirement plans and IRA arrangements, estate and financial planning, insurance, and annuities.
Prior to joining Hart Capital Management, he was a senior relationship officer with a regional bank and trust company responsible for administration of complex trusts. At Hart Capital Management, he manages portfolios for individuals, institutions and trusts, including retirement programs. He also supports the rest of the Client Service Team in all aspects of strategic financial planning and is on the firm’s Investment Committee.
He is a member of the Washington State Bar Association and the Spokane Estate Planning Council. He holds various professional certificates and designations including the Certified Employee Benefits Specialist, and Chartered Life Underwriter, disciplines emphasizing employee benefits and compensation planning, and insurance and risk management.
View Brian's Bio
Brian is a Relationship Manager who brings over ten years of experience in financial services. Prior to working at Hart Capital Management, he worked as a Wealth Advisor with a regional bank to provide comprehensive advice for clients with complex financial needs, including Trust & Investments, as well as Private Banking. Prior to his role as a Wealth Advisor, Brian served as a Trust Relationship Manager for a local community bank, as well as a Financial Advisor for a national brokerage firm. In his past roles he has had an emphasis on serving individuals with special needs, those with more complex family dynamics and those with charitable intents.
As a Relationship Manager with Hart Capital Management, Brian’s responsibilities include providing customized client investment portfolios, educating clients about opportunities to improve their financial plan and developing new business through referrals from clients and their professional advisors.
Brian is active on several non-profit boards and places a high value on community service. Currently he is serving with Wishing Star Foundation, and Inland Northwest Planned Giving Council. Previously, he was a founding member and Co-Chairman of Emerging Leaders Society and a volunteer with Ronald McDonald House. Brian is also a current member of the Spokane Estate Planning Council.
View Shawny's Bio
Shawny Le is an Idaho native who began her investment career as a Registered Representative of Pennaluna & Company, a boutique broker-dealer focused on mining and metals securities and private placements. She was licensed in investment banking and worked with small companies to assist them in everything from raising seed capital through becoming publicly listed. Additionally, she assisted the firm with regulatory compliance within the SEC, Finra and state regulations.
Shawny also has prior experience as a Registered Investment Advisor within the banking community. She was tasked with assisting the bank and credit union clients with portfolio transactions, planning and support as well as new business development.
Shawny is a graduate of Pepperdine University.
Vice President Finance
View Dolly's Bio
As a CPA for over 17 years, Dolly has a spectrum of experience that includes public accounting, small business advising, accounting, and tax work, as well as planning and tax preparation at the individual level. In addition to providing internal financial services for Hart Capital, she will assist our clients with their long term financial planning needs.
Her experience in managing client relationships and working with high net worth individuals provides her with a perspective that is helpful to our clients at various stages in their lives. Dolly holds a Bachelor degree in Accounting from the University of Idaho, and is a member of the AICPA and Washington Society of CPAs.
Vice President Equity Research
View Jim's Bio
Jim holds the position of Vice President Equity Research. Prior to joining Hart Capital Management, he worked as a major gift fundraiser for a higher education institution. Jim holds two undergraduate degrees as well as a Master of Business Administration (MBA) from Whitworth University. Jim is a Chartered Financial Analyst (CFA).
Vice President Fixed Income
Chief Compliance Officer (CCO)
View Karen's Bio
Karen Baloy has worked in the financial industry for twenty years. Her primary responsibilities at Hart Capital Management are to identify, analyze, and recommend investment opportunities in fixed income.
As the firm's Chief Compliance Officer, she is responsible for focusing on SEC and financial services regulatory and public policy issues.
She began her career at S.G. Warburg as an analyst specializing in the financial services, biotechnology, and medical device sectors. Later, as an analyst at Wellington Management Company, she developed an expertise in building investment-based financial models for health care, chemical, and environmental companies. Karen’s international experience includes managing two emerging market funds for Sarasin Asset Management.
She is a Chartered Financial Analyst (CFA), a member of the CFA Institute, and is past President of the CFA Society of Spokane.
View Bill's Bio
Bill holds the position of Securities Analyst at Hart Capital Management. Bill also assists with individual company stock and related equity research. Bill is a current candidate in the Chartered Financial Analyst (CFA) program. He graduated from Gonzaga University with a degree in Business Administration with a concentration in Finance.
View Chris's Bio
Chris brings depth and leadership in investment management and finance administration. He joins us from Connecticut where he was senior management in a large East Coast hedge fund. Chris is a Chartered Financial Analyst (CFA). As a Portfolio Analyst at Hart Capital Management, Chris performs equity analysis as well as oversees equity, mutual fund and ETF investments.
Chris is a graduate of Washington State University.
View Charlotte's Bio
Charlotte joins us with 20 years investment advisory experience having focused mainly on partnership administration and accounting, client relationship and operations management. Charlotte's core responsibilities at Hart Capital include corporate and client operations management.
Vice President Business Developmentt
View Peter's Bio
Peter, as the newest member of the Hart Capital Team, gained great respect for the firm’s personalized and professional service and a deep appreciation towards its investment research through being a client of Hart Capital since its inception. About to enter retirement, Peter jumped at the opportunity to join Hart Capital and share its story around the Inland Northwest as the VP of Business Development.
Peter has an extensive history in marketing and customer relations. He spent the past fifteen years in various marketing roles at industry leader and local success, Itron, retiring as Director of Corporate Marketing. Prior to Itron, Peter leveraged his marketing talents in the telecommunications sector, the outdoor retail industry and had his own business designing and selling men’s neckties. Joining the financial industry is a bit of a homecoming for Peter as he started his career, working as an equities trader for six years in Seattle.
With a broad background in marketing and frontline experience as a longtime client with Hart Capital, Peter offers a unique perspective to the benefit of clients and prospects alike.
View Erica's Bio
Erica brings international management experience and regional finance knowledge to the firm. Erica recently returned to the United States after working internationally within the information and technology space during the previous few years. She graduated from the University of Idaho in Business Management & Human Resources.