About
Rob Dainard is a Portfolio Manager at HARA CAPITAL LLC in Bellevue, WA, where he leads the management of client investment portfolios and provides tailored financial planning services for individuals and small businesses. As a registered investment adviser, he applies a fiduciary approach, creating customized strategies aligned with clients’ financial goals and risk profiles, predominantly managing assets under a fee-based arrangement.
With nearly two decades of experience in investment management, Rob focuses on portfolio management across public markets, advising on diverse asset classes with an emphasis on equities and fixed income for private clients. His expertise spans both traditional wealth management and bespoke portfolio construction, gained through prior roles at Evergreen Capital Management, Amerivest Investment Management, TD Ameritrade, and Merrill Lynch in the Seattle-Bellevue area.
Rob Dainard holds Series 63 and Series 65 securities licenses, underscoring his regulatory and industry knowledge. He is known for his comprehensive approach to individualized wealth and asset management, contributing significantly to the Bellevue advisory landscape, notably by establishing HARA CAPITAL LLC and steering its growth as an SEC-registered investment advisor.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Hara Capital | Portfolio Manager | Apr 2022 to Present | — | 
| Evergreen Gavekal | Investment Advisor, Research Associate | Jul 2012 to Apr 2022 | — | 
| TD Ameritrade | Investment Consultant | Jan 2009 to Jun 2012 | — | 
| Merrill Lynch | Investment Adviser-Global Private Client | Dec 2006 to Jan 2009 | — | 
Education
Boston University
Washington State University
Others at Hara Capital LLC (1)
| Name | Role | Location | 
|---|---|---|
| Portfolio Manager | London, United Kingdom |