Team

Senior Investment Associate

Stein Hugus, CIPM

Client Portfolio Team

 

 

 

 

 

 

 

 

 

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Senior Investment Associate

Stein Hugus, CIPM

Client Portfolio Team

The gist of my job right now is performance measurement. I make sure we’re measuring our performance properly. It’s hugely important; you’re nothing if your numbers are not legitimate.

Two years ago, I earned the CIPM  designation (Certificate in Investment Performance Measurement) through the CFA Institute. It guides me on how to present our performance properly for marketing and advertisements. 

For prospective and current client presentations, Lisa will tell me, ‘I have a trip coming up to New York, and this is what I think the client wants to know more about.’ So we’ll work together and build the presentation materials so she gets exactly what she needs.

I think our story here is about having a very personal relationship. There’s just an honest, looking out for the well being of the client. Working one on one, helping people accomplish their financial goals and setting them on the right path.

“I make sure we measure our performance properly. It’s hugely important; you’re nothing if your numbers are not legitimate.”

I certainly learn from other people here. Usually, this is around how we manage client relationships. Numerous times I’ve heard Lisa on the phone just really trying to do what’s right for the client, making sure they fully understand the situation.

We’re very family oriented here. I worked at Boeing out of college so the comparison is stark. This has always been a small group with everyone helping each other out.

The advice I got from my father was ‘treat other people the way you’d like to be treated.’

My mom came over from Norway by herself. She was 18 years old and took a freighter to New York City, and found her way across the country to the Pacific Northwest, where her mother was. They were tough Norwegians.

I love the outdoors. My number one thing outside of work is bow hunting. I’m pretty terrible at it, but I love it. I hunt deer and elk in Eastern Washington. I’m an accomplished hunter; that’s how I bonded with my dad.

I’m someone who doesn’t have a lot of emotional swings, which is good because this is a volatile business sometimes. As far as presentations, it’s been great to get feedback from clients. They tell us that we tell the story well. I’ve always enjoyed artwork to begin with, so I do enjoy the illustration part of this. Figuring out where things fit.

“There’s just an honest, looking out for the well being of the client. Working one on one, helping people accomplish their financial goals and setting them on the right path.”

education

BA in Business Administration with an emphasis in Finance.
Western Washington University

organizations

Certificate in Investment Performance Measurement (CIPM) from the CFA Institute

Member,  CIPM Association

Contact

Hugus@zci.com

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