Shana Moffatt

Shana Moffatt
Director | Private Client Services, Portfolio Manager

Shana joined Sonata at our founding in 2000.  She is a Portfolio Manager, helping shape client experiences and working with clients to achieve their goals and objectives with tailored solutions.  Prior to joining Sonata she was an Account Manager at Sirach Capital Management in Seattle.  Shana is a graduate of the University of Washington, and has also attended the New York Institute of Finance.

Professional & Community Activities:

  • Shana is an active Lions Club member and past board member
  • Current Seattle Opera Board Member
  • Volunteer with the Evergreen State Fair
  • Previously she was a team member of the Seattle Gaels Gaelic Football club, which is associated with the Seattle Irish Heritage Club
  • Member of the Granite Curling Club
  • Supernumerary with the Seattle Opera

Favorite Quote:

  • “Alone we can do so little, together we can do so much.” Helen Keller

Where to find Shana when she is not at work:

  • Hitting a local trail
  • Rowing on Lakes Washington and Union

Clients Shana works with:

  • Individuals and families accumulating and growing their wealth and planning for retirement

Best Part of My Job:

  • Seeing a successful investment plan come to fruition for a client

Three words that best describe me:

  • Optimistic
  • Good-humored
  • Intuitive