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Stan Poltavets

Stan Poltavets

Investment Analyst at Laird Norton Trust Company, LLC

Puyallup, WA , United States

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

OrganizationRoleDate RangeDetails
Laird Norton WetherbyInvestment AnalystJan 2024 to Present
Public and Private Real Assets
Laird Norton Wealth ManagementInvestment AnalystMar 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

Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Research
Financial Analysis
Financial Modeling
Econometrics
Valuation
R
Teamwork
Time Management
Bilingual

Others at Laird Norton Trust Company, LLC (4)

NameRoleLocation
R
Ron Albahary
Chief Investment OfficerWayne, PA , United States
S
Scott Larson
Senior Investment AnalystPortland, OR , United States
Andrew Whitney
Andrew Whitney
Investment AssociateSeattle, WA , United States
E
Ethan Sacco
Investment AssociateSan Francisco, CA , United States

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