Breakwater Investment Management

About Us

Jay Turley, CFA, CFP®

Principal Advisor:
Jay Turley, CFA, CFP®

Designations and Degrees

  • Chartered Financial Analyst
  • Certified Financial Planner™ practitioner
  • Masters of Business Administration, 1992, University of Washington, Seattle, WA
  • Visiting Student, 1991, Graduate School of Business, University of Cape Town, Cape Town, South Africa
  • Bachelor of Science, 1983, Babson College, Wellesley, MA

Professional Memberships and Contributions

  • CFA Society of Seattle Past President and Board Member, current member,
    Seattle, WA
  • CFA Institute Member, Charlottesville, VA
  • Washington State Bar Association Animal Law Section, (non-attorney member), Seattle, WA

Personal

  • Avid four-season hiker, off-shore sailor and traveler. I enjoy spending time trying to teach my dogs to be good citizens.

Beth Steinhaus, CFP®

Financial Advisor:
Beth Steinhaus, CFP®

Designations and Degrees

  • Certified Financial Planner™ practitioner
  • Working in financial advising industry since 2007
  • Masters of Teaching English to Speakers of Other Languages, 2009, Seattle University, Seattle, WA
  • Visiting Student, 2004, Universidad de Salamanca, Salamanca, Spain
  • Bachelor of Arts, 2004, University of Michigan, Ann Arbor, MI
  • Secondary Education teaching certification, 2004

Personal

  • Volunteer - Seattle Humane Society and Seattle International Film Festival, hiking, kayaking, paddle boarding and other outdoor activities, avid reader, aspiring chef, live theatre and traveling.

Our form ADV (PDF) is a regulatory disclosure that is a great place to further research our firm. For more information or for an initial consultation, please contact us.