Carlos Obando Joins Northwest Asset Management

SEATTLE, March 10, 2014 /PRNewswire/ -- Mercer Island-based Northwest Asset Management announced today investment industry veteran Carlos L. Obando, has joined the firm.

Prior to joining Northwest Asset Management, Mr. Obando of UBS Financial Services Inc., based in Seattle, Washington, managed the strategic allocation strategy for institutions and high new worth clients. Before that, he was a Vice President of Wealth Management and a Senior Portfolio Manager with Smith Barney.  He earned a Bachelor of Science Degree from Duke University and a Masters in Business Administration from Harvard.

Mr. Obando explained the decision to move his investment advisory practice to Northwest Asset Management was one of fiduciary responsibility.

"My clients want and need a financial advisor who can provide a full range of investment management services within a flexible open architecture platform; in addition to investment management, clients want help with their personal financial planning, retirement income, educational funding and estate planning," said Mr. Obando. "I chose Northwest Asset Management because I believe its team of financial professionals offers our clients a superior depth of experience and resources in investment management services."

"I am excited to welcome Carlos and his clients to our firm," said Greg Headrick, Managing Partner of Northwest Asset Management. "His innovative investment process is an ideal fit with our existing fiduciary practices, investment management and financial planning solutions. Carlos brings more than 20 years of investment management experience to our growing organization."

Northwest Asset Management LLC is an independent Registered Investment Advisor with over $1 Billion in assets under management that provides a comprehensive suite of wealth management solutions including: fiduciary practices, investment management and consulting; risk management; personal financial planning; retirement planning; college planning; social security maximization; and employer-sponsored retirement plans.  Learn more at www.nwasset.com.

SOURCE Northwest Asset Management