Portfolio Analyst

Overview

Tavin Blair joined Petersen Hastings as a Client Service Specialist in June of 2022. He soon later transitioned to fill a need in our trading department, becoming a Portfolio Analyst in September. As a Portfolio Analyst, Tavin will work with the Petersen Hastings team to perform a wide range of investment related services for new and existing clients. These duties include executing equity and fixed income security transactions, reviewing and maintaining client account asset allocation targets, preparing financial reports, and providing general support and research of portfolio and investment strategies. His passion for helping others feel secure in their finances and reaching their financial goals is what drove him to Petersen Hastings.

Tavin was born in Pasco, WA. He graduated from Chiawana High School in 2018 and then moved on to attend George Fox University in Portland, OR where he played collegiate football and obtained his Bachelor of Arts degree in Finance.

Outside of work, Tavin enjoys anything involving the outdoors, including snowboarding, wake surfing, and golfing. He also loves spending quality time with his fiancée, family, and friends.

Certifications & Accolades

Education

Bachelor of Arts in Finance

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