Sandy Fendall

Client Relationship Associate

Sandy Fendall joined the firm in 2007 as a client relationship associate for George Hosfield, CFA, director and chief investment officer. She assists clients in a variety of ways such as transferring and distributing assets, generating tax information, distributing performance reports, setting up new accounts and handling special requests.

Prior to joining the firm, Sandy was the executive assistant for the chairman of the board, chief executive officer and chief medical officer of a Portland-based medical manufacturing company. She also worked in the aerospace and airline industries for more than 10 years.

Sandy has two grown children and enjoys traveling, hiking, paddle boarding and pickleball.