Patricia J. Hart

At Capital Planning 

Pattie joined Capital Planning in 2017 with experience as a Chief Operations and Compliance Officer. She works alongside Michael Miller, CEO, and Jim Kelley, President, guiding the strategic planning initiatives. Pattie manages and reviews the operational systems, processes, and policies that support client service and regulatory compliance. She works closely with senior management to ensure that office operations comply with industry rules and regulations. Pattie is also responsible for vendor relationships, contracts, and human resource management. Her ability to multi-task in a busy environment and consistent follow through keep Capital Planning proactive and forward thinking in operations and compliance needs.

Practice Focus

• Regulatory Compliance Management
• Operations Management
• Human Resources Management
• Vendor & Facilities Management
• Strategic Planning
• Marketing

Previous Roles or Ventures

Chief Operations & Compliance Officer – RIA Firm in Bellevue, WA
Operations & Marketing Specialist – RIA Firm in Bellevue, WA
Administrator & Communications Specialist – Community of Christ Church, Hillsboro, OR
Media Specialist – Public & Private Schools, OR

Education & Designations

• PHR Certification - Continued Studies
• Library Science - Media Studies, Bureau of Education & Research, Portland State University
• Information Technology - Graphic Design, Portland Community College

When Not at Work

As an avid outdoor enthusiast, you can find Pattie every weekend exploring something new in Washington. She likes participating in monthly running events, cycling the great Northwest, paddle boarding on Lake Washington, and traveling for great hiking opportunities. She also enjoys time with her two adult sons who share her enthusiasm for adventurous outdoor activities. With an educational background in library science, Pattie can often be found browsing book aisles, researching airplanes and their history, or reading the latest inspiring non-fiction.