Our Knowledge and Experiences Create Increased Opportunities For Our Clients

Craig W. Hart

Craig has over thirty years of knowledge and experience in the investment business. Clients benefit from the sound judgement and reasoned decision-making developed from his comprehensive and diverse background.

As the Company’s Founder and Chief Investment Officer, he is intensely focused on portfolio construction and management. His experience includes founding and managing one of the first performance-based securities investment partnerships—better known as hedge funds—in the state of Washington. From 1984 to 1990 he served as Vice President Research Analyst with Seattle-based firm Ragen Mackenzie, Inc. and a Seattle-based division of Morgan Stanley Smith Barney, where he covered many industries including Aerospace, Biotech, Forest Products, and Manufacturing.

Craig founded the region’s first stock index, called the Hart Capital Inland Northwest Index, which originally tracked fifteen of the region’s top companies.

He is a current board member of Greater Spokane Incorporated, a member of the Mayor’s Economic Policy and Forecasting Council, and a board member of Connect Northwest. He is a past member of Charles Schwab & Co., Inc’s., Regional Advisory Council, and past president of the Spokane Stock and Bond Club, a 175-member society consisting of Spokane area money managers and stockbrokers. Craig is an active member of the Chartered Financial Analyst (CFA) Institute. He earned his Bachelor of Arts in Business Administration with a concentration in Accounting and Finance from the University of Washington.

Karen F. Baloy, CFA

Karen Baloy has worked in the financial industry for twenty years. Her primary responsibilities at Hart Capital Management are to identify, analyze, and recommend investment opportunities in fixed income.

As the firm's Chief Compliance Officer(CCO), she is responsible for focusing on SEC and financial services regulatory and public policy issues.

She began her career at S.G. Warburg as an analyst specializing in the financial services, biotechnology, and medical device sectors. Later, as an analyst at Wellington Management Company, she developed an expertise in building investment-based financial models for health care, chemical, and environmental companies. Karen’s international experience includes managing two emerging market funds for Sarasin Asset Management.

She is a Chartered Financial Analyst (CFA), a member of the CFA Institute, and is past President of the CFA Society of Spokane.

Colin S. Bowen, JD

Colin is an equity analyst who is responsible for researching and monitoring equity positions. He earned a Bachelor of Arts degree in Environmental Policy from the University of Colorado at Boulder, a Juris Doctor degree from Gonzaga University School of Law, and a Master of Business Administration degree with a finance concentration from Eastern Washington University. He is a member of the Washington State Bar Association.

Dan C. Penoyer

Dan is an equity analyst who is responsible for researching and monitoring equity positions in the Hart Capital portfolio. He earned dual degrees in Economics and Finance from Montana State University.

Kevin D. Lehinger, JD

Kevin is a registered investment advisor and has worked over thirty years in financial services. His technical expertise is in qualified retirement plans and IRA arrangements, estate and financial planning, insurance, and annuities.

Prior to joining Hart Capital Management, he was a senior relationship officer with a regional bank and trust company responsible for administration of complex trusts. At Hart Capital Management, he manages portfolios for individuals, institutions and trusts, including retirement programs. He also supports the rest of the Client Service Team in all aspects of strategic financial planning and is on the firm’s Investment Committee.

He is a member of the Washington State Bar Association and the Spokane Estate Planning Council. He holds various professional certificates and designations including the Certified Employee Benefits Specialist, and Chartered Life Underwriter, disciplines emphasizing employee benefits and compensation planning, and insurance and risk management.

Melanie J. Keiser

Melanie, a Registered Investment Advisor, started her investment career in 1982 with Kidder Peabody. Prior to Hart Capital Management, she worked for Charles Schwab & Co., Inc. in Spokane as their Sr. Investment Advisor providing portfolio management and financial planning oversight.

Previously, Melanie also held the position of Branch Manager for Charles Schwab & Co., Inc. in their Coeur d’Alene, Idaho branch. Melanie has an extensive 30 year career in the financial services industry serving private wealth clients and institutional clients. She has been with Hart Capital Management, Inc. since 2003 when she was brought in to partner in the growth of Hart Capital and assist in client support. Her efforts have led to the creation of client implementation processes and the software support structure for the company.

Her responsibilities as a Relationship Manager include customizing investment portfolios, educating clients and developing new business. Additionally, Melanie advises corporations and corporate executives with stock option incentive plans.

Melanie is a graduate of Kinman Business University.

Nancy J. Almond

Nancy Almond brings over 25 years of investment, banking and insurance experience with expertise in providing customized financial solutions to high net worth clients, their families, and businesses. She has a deep knowledge of the unique wealth issues that our clients face, and believes in a comprehensive approach using financial planning to truly understand their needs and solutions. Nancy believes in building client relationships based on integrity and trust by surrounding the clients with a team of financial experts that collaborate on the needs of the client and the financial phases of their life.

Prior to working with Hart Capital Management, Nancy was a Senior VP of Investment Services for a $13 billion regional bank. Prior to that role, she managed client assets through her own Investment Advisory firm, and brokerage firm.

Nancy is a graduate of Oregon State University and received her Bachelors of Science in Business Administration.

Brian C. Wagnon, CFP®

Brian is a Relationship Manager who brings over ten years of experience in financial services. Prior to working at Hart Capital Management, he worked as a Wealth Advisor with a regional bank to provide comprehensive advice for clients with complex financial needs, including Trust & Investments, as well as Private Banking. Prior to his role as a Wealth Advisor, Brian served as a Trust Relationship Manager for a local community bank, as well as a Financial Advisor for a national brokerage firm. In his past roles he has had an emphasis on serving individuals with special needs, and those with charitable intents.

As a Relationship Manager with Hart Capital Management, Brian’s responsibilities include providing customized client investment portfolios, educating clients about opportunities to improve their financial plan and developing new business through referrals from clients and their professional advisors.

Brian is active on several non-profit boards and places a high value on community service. Currently he is serving with Wishing Star Foundation, and Inland Northwest Planned Giving Council. Previously, he was a founding member and Co-Chairman of Emerging Leaders Society and a volunteer with Ronald McDonald House. Brian is also a current member of the Spokane Estate Planning Council.

Dolly D. DuBois, CPA

As a CPA for over 17 years, Dolly has a spectrum of experience that includes public accounting, small business advising, accounting, and tax work, as well as planning and tax preparation at the individual level. In addition to providing internal financial services for Hart Capital, she will assist our clients with their long term financial planning needs.

Her experience in managing client relationships and working with high net worth individuals provides her with a perspective that is helpful to our clients at various stages in their lives. Dolly holds a Bachelor degree in Accounting from the University of Idaho, and is a member of the AICPA and Washington Society of CPAs.

Erin G.K. Olsen

Erin brings a deep understanding into investment advisory office operations. With over 13 years of operations background, gained at firms in Alaska and Washington, Erin’s focus is on constantly improving and refining daily activities to enhance the firm’s overall performance and the client’s experience.

Erin graduated from Washington State University with a B.A. in Business Administration with a concentration in Management Information Systems for a comprehensive understanding and utilization into constantly evolving technologies critical to business operations. Her broad knowledge of the securities industry is reflected in the importance she places on data accuracy and care for clients.

Peter N. Sanburn

Peter, as the newest member of the Hart Capital Team, gained great respect for the firm’s personalized and professional service and a deep appreciation towards its investment research through being a client of Hart Capital since its inception. About to enter retirement, Peter jumped at the opportunity to join Hart Capital and share its story around the Inland Northwest as the VP of Business Development.

Peter has an extensive history in marketing and customer relations. He spent the past fifteen years in various marketing roles at industry leader and local success, Itron, retiring as Director of Corporate Marketing. Prior to Itron, Peter leveraged his marketing talents in the telecommunications sector, the outdoor retail industry and had his own business designing and selling men’s neckties. Joining the financial industry is a bit of a homecoming for Peter as he started his career, working as an equities trader for six years in Seattle.

With a broad background in marketing and frontline experience as a longtime client with Hart Capital, Peter offers a unique perspective to the benefit of clients and prospects alike.

Erica J. Clark

Erica brings international management experience and regional finance knowledge to the firm. Erica recently returned to the United States after working internationally within the information and technology space during the previous few years. She graduated from the University of Idaho in Business Management & Human Resources.