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Harlan and Kalei represent the second generation of Cadinhas at Cadinha and, in many cases, are taking care of a third generation of clients. Ohana. It’s everywhere.

After earning a B.A. in economics and history from the University of the Redlands and an M.B.A. in finance from Chaminade University, Harlan joined Cadinha in 1995. He manages client portfolios, performs securities’ research and administers the firm’s investment procedures. He’s also an ETF specialist and performs data and research analysis for our Global Portfolio Strategies. Harlan takes a preservation-of-capital approach to investment management, always erring on the side of protecting client wealth.

Harlan and his dad share a lifelong love of baseball. And, not surprisingly, find a lot of life lessons in the game. Home runs are exciting, but they aren’t really what wins the game. It’s the high percentage side of the game – base hits, strikes, fielding – you know, the boring stuff, that gets the job done. When you’ve got a guy on third, you
don’t swing for the fences when a single will get him home.

Email Harlan here.

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