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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
  • Captain's License, Master Near Coastal 50 ton, Auxiliary Sailing & Towing

Professional Memberships and Contributions

  • CFA Society of Seattle Past President and Board Member, current member,
    Seattle, WA
  • CFA Institute Member, Charlottesville, VA

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, Chief Compliance Officer:
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

Professional Memberships and Contributions

  • Seattle Neighborhood Group Treasurer, Board of Directors, Seattle, WA

Personal

  • Past 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. I enjoy exploring the region with my husband and son.

Ellen Khan, Client Relations Manager

Client Relationship Manager:
Ellen Khan

Designations and Degrees

  • Bachelor of Arts, 2018, Soka University of America, Aliso Viejo CA
  • Visiting student, 2017, Universitat de Valencia, Valencia, Spain

Professional Memberships and Contributions

  • WeThePeople-Justice, Marketing Specialist for Non-Profit

Personal

  • Avid social justice advocate. I previously worked for Amnesty International and continue to volunteer for non-profits. Currently, I spend the majority of my time editing my social wellness blog and podcast.

Our form ADV (PDF) and our Client Relationship Summary form CRS (PDF) are regulatory disclosures that are great resources to further research our firm. For more information or for an initial consultation, please contact us. For more information or for an initial consultation, please contact us.