Meet the Team

 
 
 

Wayne Lottinville, CFA 

Chief Investment Officer

Wayne started Cascadia to provide wealth-management services for his friends and their families at a reasonable cost. Since then, the business has grown well beyond this close-knit group. He holds the CFA Charter, the industry’s most respected credential, and is a member of the CFA Institute. CFAI’s mission is to serve its members and investors as a global leader in educating and examining investment managers and analysts and in sustaining high standards of professional conduct.

Wayne was once a small-cap stock analyst. As a top-performing generalist, his work spanned a variety of industries including biotech and healthcare, staffing and business services, and electronic instruments and component technologies.

He studied finance and economics at the University of Oregon where he was a First Place Winner in the school’s Portfolio Management Contest. Wayne was appointed to the President’s List while attending Campbell College, holds a Bachelor of Science Degree from Virginia Tech, and was awarded an AA Degree from Brevard College.

 

Sue Maxwell, Office Manager

Our office houses four independent but synergistic businesses: three certified public accountants and Cascadia Investment Consultants. Sue does a marvelous job of servicing the needs and demands of these four businesses, handling paperwork, ordering supplies, answering the phone, greeting clients, and keeping things running smoothly. We are so very fortunate to have her manage these details and many more.