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Michelle Rand
Owner at Cascade Investment Advisors, Inc.; professional investment manager; CFA
Michelle Rand is a seasoned professional with thirty years of experience in the investment management field. Throughout her career, she has worked with various types of accounts ranging from Rabbi trusts to special needs trusts, 401(k)s to individual retirement trusts, predominantly in a fiduciary capacity.
In 1997, Michelle Rand founded Cascade Investment Advisors, Inc., a niche boutique investment firm specializing in value investing. The company, which she manages with a team of five employees, currently oversees $125 million in assets under management. Michelle's overarching objective is to continuously enhance her expertise in value investing and apply these skills to a select group of clients.
Michelle's specialties lie in value investment management concerning stocks and bonds. She also excels in consulting on intricate investment matters such as large holdings diversification and assessing various investment opportunities.
Michelle Rand holds a Chartered Financial Analyst certification from the CFA Institute and pursued her B.A. in Economics at Reed College. Her educational background has equipped her with a solid foundation to thrive in the financial sector.