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About
Stan Poltavets is an Investment Analyst at Laird Norton Wetherby, based in Puyallup, WA. In his current role, he is responsible for supporting investment research, portfolio analysis, and facilitating investment decisions for high-net-worth clients. His analytic work emphasizes due diligence, performance reporting, and assisting in the implementation of strategic asset allocations for client portfolios.
Before joining Laird Norton Wetherby in 2024, Stan served as an Investment Analyst for Laird Norton Wealth Management from 2019 to 2023. Throughout his career, he has concentrated on public equities, fixed income, and alternative investments, while building expertise in multi-asset portfolio construction and manager selection.
Stan holds a Bachelor of Business Administration in Finance from Pacific Lutheran University - School of Business. His rigorous academic background and hands-on investment experience have enabled him to develop a nuanced understanding of capital markets and portfolio strategy, contributing to thoughtful and disciplined investment recommendations for institutional and private clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Laird Norton Wetherby | Investment Analyst | Jan 2024 to Present | Public and Private Real Assets |
| Laird Norton Wealth Management | Investment Analyst | Mar 2019 to Dec 2023 | Public and Private Real Assets |
Education
Pacific Lutheran University - School of Business
Bachelor of Business Administration - BBA, Finance, General
2017 — 2019
Skills & Expertise
Others at Wetherby Asset Management Inc. (4)
| Name | Role | Location |
|---|---|---|
R Ron Albahary | Chief Investment Officer | Wayne, PA , United States |
S Scott Larson | Senior Investment Analyst | Portland, OR , United States |
 | Investment Associate | Seattle, WA , United States |
E Ethan Sacco | Investment Associate | San Francisco, CA , United States |
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B Blaine Docker | Managing Partner | Main Management LLC | San Francisco, CA , United States |
 | Managing Partner | Main Management LLC | San Francisco, CA , United States |
M Michael Ellis | Research Analyst | Snyder Capital Management L P | San Francisco, CA , United States |
| Research Analyst | Snyder Capital Management L P | San Francisco, CA , United States | |
 | Senior Vice President, Acquisitions and Portfolio Management | Bailard, Inc. | CA , United States |
| Senior Vice President, Investment Counselor | Bailard, Inc. | San Mateo, CA , United States |
