Leadership

Kirsten Tollefson, CEO and Founder

Kirsten Tollefson is Chief Executive Officer and founder of Tollefson & Company Investment Management, LLC.  Her over thirty five years of experience includes serving as Senior Vice President at Resolute Capital Management, where she was a member of the Investment Committee.  At Resolute Capital Management, she developed corporate retirement plans and socially conscious portfolio strategies.  Following her ten-year tenure at Nye, Parnell & Emerson Capital Management, Inc. as Senior Vice President and Senior Portfolio Manager, Kirsten was President of New Century Capital Management, LLC.  There she managed individual, corporate and retirement portfolios and was involved in research, marketing, corporate management and administration.  Kirsten joined Shearson Lehman Brothers in 1987 and began her career at Merrill Lynch, Pierce, Fenner & Smith in Washington D.C. in 1986.

Kirsten attended Sweet Briar College and Rice University, receiving a Bachelor of Arts degree.  She has been involved in various charitable organizations as a board member and in a volunteer capacity. The vintage photo above is Kirsten's childhood home, The Crown C Ranch, Sonoita, Arizona

Callie Kimbell, Portfolio Associate

Callie Kimbell is a Portfolio Associate for Tollefson and Company Investment Management, LLC. She is responsible for maintaining client accounts and data in the portfolio accounting system; distributing quarterly and annual client tax reports; overseeing reconciliation and communication with back office outsource companies and custodians. Callie graduated from The University of Texas, Austin with a Bachelor of Arts in Sociology. Her previous work includes a background in SEO web marketing, working as a personal assistant in the entertainment business, and she continues to foster animals for the Austin Animal Shelter. Callie lives in Austin, Texas.

Gina Purdy, Administration and Development

Gina Purdy serves as Administration and Development Coordinator for Tollefson & Company Investment Management, LLC.  Gina flew for United Airlines for 26 years where she headed up their local Seattle United Way Campaigns and Holiday Fantasy Flights for underprivileged children and Make A Wish recipients. She also worked closely with the FAA as the AFA Safety Chair representing the flight attendants, assisting in accident investigations and helping to improve aviation safety regulations. Gina has worked for St. Therese Catholic School for 5 years as Development Director and Volunteer Coordinator. Gina attended Seattle University and the University of Washington and along with her husband Kit is a proud Husky season ticket holder. She is very involved in many local charitable organizations and spends much of her free time volunteering. As northwest natives Gina, her husband Kit and their dog Bella Marina share a passion of the water and are avid boaters.