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Prime Advisors, Inc. Employee Directory

Investment ManagementWashington, United States11-50 Employees

Prime Advisors, Inc. is a fixed income asset manager that concentrates on tax-efficient, customized investment solutions for insurance companies and other institutional clients. The firm integrates tax and cash-flow modeling with seasoned investment and trading expertise to tailor portfolios to each client's specific needs. Based in Redmond, Washington, Prime Advisors operates within the investment management industry, focusing on analytics-driven fixed income strategies.

In 2015, Prime Advisors was acquired by Sun Life Financial, reflecting its integration into a broader financial services group. The firm positions itself as a specialized, mid-sized player serving institutional clients seeking tax-efficient income solutions. With a compact team and a narrow focus, Prime Advisors emphasizes its ability to deliver bespoke fixed income approaches for insurance companies and similar institutions.

Find Prime Advisors, Inc. employees' phone numbers or email addresses

Prime Advisors, Inc. Global Highlights

Location
Employees

North America
41

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  • United States Of America
    40
  • Canada
    1

Prime Advisors, Inc.'s Leadership

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    M. S.
    Chief Operating Officer And Cofounder
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    F. C.
    Chief Investment Strategist
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    D. M.
    President-Chief Executive Officer
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    S. D.
    President
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    V. R.
    President
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    P. C.
    Head Of Canadian Client Relationships
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    A. A.
    Principal Owner
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    C. A.
    Senior Managing Director Head Of Strategic Partnerships
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Prime Advisors, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Business
  • Community & Social Services
  • Other

Contact profiles from Prime Advisors, Inc.

Name
Title
Contact Info
Location
Last Update
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    M. M.
    Project Manager
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    Oct 21, 2024
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    N. W.
    Investment Operations Manager
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    Oct 23, 2024
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    W. G.
    Manager
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    Oct 17, 2024
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    C. H.
    Management At Trader Construction Company
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    Oct 17, 2024
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    L. A.
    Investment Accountant
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    Oct 21, 2024
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    M. P.
    Investment Strategist
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    Oct 16, 2024
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    S. D.
    Portfolio Strategist
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    Oct 22, 2024

Frequently Asked Questions

What is Prime Advisors, Inc. known for?

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Prime Advisors, Inc. was founded in 1988 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Prime Advisors, Inc.'s company overview page for more information.

What is Prime Advisors, Inc.'s most common email format?

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Prime Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Prime Advisors, Inc. email formats with LeadIQ.

How many employees does Prime Advisors, Inc. have currently?

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Prime Advisors, Inc. has approximately 36 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Prime Advisors, Inc.'s key employees and leadership?

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As of July 2026, Prime Advisors, Inc.'s key employees include:

  • Chief Operating Officer And Cofounder: M. S.
  • Chief Investment Strategist: F. C.
  • President-Chief Executive Officer: D. M.
  • President: S. D.
  • President: V. R.

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