Mikaela McCoy

Investment Operations Associate

“It's never too late to be what you might've been”

- George Eliot

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What inspires me
I am inspired by working with a team that has the collective goal of providing value and support to our clients and helping them achieve their financial goals.


How I impact my clients
As the Investment Operations Associate I am able to make meaningful and material impact for our clients by supporting the investment and advisory teams.


On the weekends
My goal in life is to become a Renaissance woman. On the weekends, I love to read, learn new languages, create art, and explore and experience all that life has to offer!

Community Involvement
  • Volunteer Advisor, Alpha Omicron Pi Fraternity
  • Bachelor of Economic Sciences, Washington State University
  • Bachelor of Arts, Business Administration, Washington State University