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Oregon Chief Investment Officers Directory

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43 results found

Matt Burk Portland, OR

Professions & Specialties

FounderChief Executive OfficerManagerChief Investment OfficerChairpersonOwnerFounding MemberChief ExecutiveCorporate ExecutiveOperations ManagerManagement AnalystsLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInvestorMortgage SpecialistLoan Officers

Experience & Education

Position:
Manager/Chief Investment Officer at Fairway America Fund VI, LLC, CEO/Founder at Fairway America,...
Title:
Founder/CEO at Fairway America
Location:
Portland, Oregon Area
Industry:
Financial Services
Work history:
Fairway America Fund VI, LLC - Portland, Oregon AreaManager/Chief Investment Officersince Jan 2013Fairway America, LLC - Portland, Oregon AreaCEO/Foundersince Jan 2008

Eric Burnside Portland, OR

Professions & Specialties

Chief Investment OfficerFinancial ManagerManagement AnalystsOperations ManagerInvestorIndependent ContractorContractorInvestment AnalystPortfolio ManagerPuchasing and Estimating ManagerModelIndependent Business OwnersObject Manipulation SpecialistAccounting BookkeeperBookkeeperStudent WorkerGraphic Designer

Experience & Education

Position:
Value Investor at Self-Employed
Title:
Value Investor
Location:
Portland, Oregon Area
Industry:
Investment Management
Work history:
Self-Employed - Portland, Oregon AreaValue Investorsince May 2013West Coast Trust - Portland, Oregon AreaInvestment Analyst, Portfolio OfficerNov 2010 - May 2013

Henry Hooper Portland, OR

Professions & Specialties

Chief Investment OfficerBoard MemberManagement AnalystsManagement Team ExecutiveOperations ManagerPartnerChief ExecutiveHR ManagerAssociate ProfessorLecturerPostsecondary TeacherMaster of Business AdministrationHigh School TeacherSecondary School TeacherBachelor of ArtsInvestorOffice AssistantSenior AnalystManagersOffice ClerkClerical SpecialistAnalystAnalystsSales AgentSupplierSales RepresentativeServices ProfessionalSales and Service SpecialistAssistant CoachHead CoachSports TrainersSports Game CoachPsychologistPsychology Specialist

Experience & Education

Position:
Adjunct Professor at University of Portland
Title:
Adjunct Professor, Pamplin School of Business, University of Portland
Location:
Portland, Oregon Area
Industry:
Investment Management
Work history:
University of Portland - Portland, Oregon AreaAdjunct Professorsince Jan 2013J M Murdock Trust - Vancouver, WashingtonVisiting Fellow in Investment ManagementJan 2012 - Oct 2012

Bill Woodruff Portland, OR

Professions & Specialties

Chief Information OfficerChief Investment OfficerManaging PartnerTechnology DirectorTechnology ManagerTechnical ManagersManagement AnalystsPartnerChief ExecutiveFinancial ManagerSchool PrincipalSchool AdministratorEducational ManagerPortfolio ManagerInvestment AnalystPuchasing and Estimating Manager

Experience & Education

Position:
Managing Partner & Chief Investment Officer at Bandon Capital Management, LLC
Title:
Managing Principal - CIO at Bandon Capital Management, LLC
Location:
Portland, Oregon Area
Industry:
Investment Management
Work history:
Bandon Capital Management, LLC Managing Partner & Chief Investment Officersince Aug 2007Beacon Investment Group, LLC Principal / Portfolio ManagerApr 2003 - Aug 2007
Skills:
Alternative Investments, Fixed Income, Fixed Income Products, Risk Measurement, Risk Monitoring,...

Cole Kimball Portland, OR

Professions & Specialties

Chief Investment OfficerManagement AnalystsFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeAdvisorCoordinatorManagersAgentSales AgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Chief Investment Officer, Financial Advisor at Finity Group, LLC
Title:
Chief Investment Officer, Financial Advisor* at Finity Group
Location:
Portland, Oregon Area
Industry:
Financial Services
Work history:
Finity Group, LLC - Portland, Oregon AreaChief Investment Officer, Financial Advisorsince Dec 2011North Star Resource Group Senior Investment Coordinator, Financial AdvisorJul 2010 - Nov 2011

Nelson Lam Portland, OR

Professions & Specialties

FounderChairpersonChief Investment OfficerManagerChief Executive OfficerFounding MemberChief ExecutiveManagement AnalystsOperations ManagerCorporate ExecutiveConstructionAccounting BookkeeperBookkeeper

Experience & Education

Position:
President & Chief Investment Officer at The Lam Group, Inc.
Title:
Founder & President, The Lam Group
Location:
Portland, Oregon Area
Industry:
Investment Management
Work history:
The Lam Group, Inc. President & Chief Investment Officersince 2001Windermere Investment Associates Managing Director1999 - 2000

Jim Pursley Portland, OR

Professions & Specialties

Chief Investment OfficerManagement Analysts

Experience & Education

Position:
Chief Investment Officer at Gaia Capital Management
Location:
Portland, Oregon Area
Industry:
Investment Management
Work history:
Gaia Capital Management Chief Investment Officersince 1985

Wayne Lottinville Eugene, OR

Professions & Specialties

OwnerChief Investment OfficerChief ExecutiveManagement Analysts

Experience & Education

Position:
Owner/Chief Investment Officer at Cascadia Investment Consultants
Title:
Owner, Cascadia Investment Consultants
Location:
Eugene, Oregon Area
Industry:
Investment Management
Work history:
Cascadia Investment Consultants Owner/Chief Investment Officersince Jan 2003

Ken Korngiebel Portland, OR

Professions & Specialties

Chief Investment OfficerManagement Analysts

Experience & Education

Position:
Chief Investment Officer at Thomas Weisel Asset Management
Location:
Portland, Oregon Area
Industry:
Investment Management
Work history:
Thomas Weisel Asset Management Chief Investment Officer

Fearghal Mc Carthy Portland, OR

Professions & Specialties

Chief Investment OfficerManagement AnalystsChief Information OfficerCorporate ExecutiveChief ExecutiveOperations ManagerFinancial OfficerFinancial ManagerTechnology DirectorTechnology ManagerTechnical ManagersSchool PrincipalSchool AdministratorEducational ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerReal Estate Investment InsiderInvestorAnalystAnalystsManagersBachelor of ArtsInformation Technology SpecialistIT SpecialistCategory AnalystSales Management AnalystSales Engineering SpecialistSales Engineer

Experience & Education

Position:
Chief Investment Officer at Venia Asset Management LLC, Principal at Castlethorne Capital LLC
Title:
Chief Investment Officer at Venia West
Location:
Portland, Oregon Area
Industry:
Real Estate
Work history:
Venia Asset Management LLC Chief Investment Officersince Jan 2010Castlethorne Capital LLC Principalsince 2002
Languages:
French

Jeff Kuest Portland, OR

Professions & Specialties

Chief Investment OfficerManagement Analysts

Experience & Education

Title:
Chief Investment Officer at Equitable Capital Management
Location:
Portland, Oregon Area
Industry:
Investment Management

Jeffrey Kuest Portland, OR

Professions & Specialties

Chief Investment OfficerManagement Analysts

Experience & Education

Title:
Chief Investment Officer at Equitable Capital Management
Location:
Portland, Oregon Area
Industry:
Investment Management

Don Mole Portland, OR

Professions & Specialties

Chief Investment OfficerManagement Analysts

Experience & Education

Title:
Chief Investment Officer at Pearson Financial Group
Location:
Portland, Oregon Area
Industry:
Investment Management

George Hosfield Portland, OR

Professions & Specialties

Chief Investment OfficerVice PresidentManagement AnalystsChief ExecutiveFinancial ManagerPortfolio ManagerInvestment AnalystPuchasing and Estimating Manager

Experience & Education

Position:
Chief Investment Officer at Ferguson Wellman Capital Management
Location:
Portland, Oregon Area
Industry:
Investment Management
Work history:
Ferguson Wellman Capital Management Chief Investment Officersince 1991Qualivest Capital Management Vice President and Portfolio Manager1987 - 1991
Certifications:
Chartered Financial Analyst

Mat Hunnicutt Portland, OR

Professions & Specialties

Chief Information OfficerChief Investment OfficerTechnology DirectorTechnology ManagerTechnical ManagersManagement AnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentative

Experience & Education

Position:
Chief Investment Officer at Frazier Hunnicutt Financial
Title:
CIO, Frazier Hunnicutt Financial
Location:
Portland, Oregon Area
Industry:
Financial Services
Work history:
Frazier Hunnicutt Financial Chief Investment Officersince Nov 2006Axa Advisors Registered Representative2003 - 2006

Cameron Martin Eugene, OR

Professions & Specialties

Chief Investment OfficerManagement AnalystsFinancial ManagerChief ExecutivePortfolio ManagerInvestment AnalystPuchasing and Estimating ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Chief Investment Officer at Martin Capital Partners, LLC
Location:
Eugene, Oregon Area
Industry:
Investment Management
Work history:
Martin Capital Partners, LLC Chief Investment OfficerIMS Capital Management, Inc. Portfolio Manager2008 - 2010

Kellen Huddleston Portland, OR

Professions & Specialties

ManagerChief Investment OfficerOperations ManagerManagement AnalystsSupporting MemberAdvisorTeam MemberProperty ManagerReal Estate ManagerPsychology SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Investment Manager at Iris Capital Management
Location:
Portland, Oregon Area
Industry:
Investment Management
Work history:
Iris Capital Management Investment Managersince Oct 2010Phillips and Company Wealth Strategies Associate Investment AdvisorApr 2010 - Nov 2010

Steven Gradow Portland, OR

Professions & Specialties

Chief Investment OfficerChairpersonManagement AnalystsChief ExecutiveNon-ProfitAdvisor

Experience & Education

Position:
President & Chief Investment Officer at Gradow Capital Management, LLC.
Location:
Portland, Oregon Area
Industry:
Investment Management
Work history:
Gradow Capital Management, LLC. President & Chief Investment Officersince 2004

Greg Friedman Portland, OR

Professions & Specialties

Chief Executive OfficerChief Investment OfficerCorporate ExecutiveChief ExecutiveManagement AnalystsFiduciaryTrust Law AttorneyLawyersSchool PrincipalSchool AdministratorEducational Manager

Experience & Education

Position:
Chief Executive Officer & Chief Investment Officer at Greycourt
Title:
Chief Executive Officer & Chief Investment Officer at Greycourt & Co., Inc.
Location:
Portland, Oregon Area
Industry:
Investment Management
Work history:
Greycourt - Portland OrChief Executive Officer & Chief Investment Officersince Mar 2001Windermere Investment Associates PrincipalAug 1998 - Mar 2001

Nikolaas Schuurmans Portland, OR

Professions & Specialties

Chief Investment OfficerFinancial ManagerManagement AnalystsInvestment AnalystPortfolio ManagerPuchasing and Estimating ManagerCounselorAdvisorBookkeeper

Experience & Education

Position:
Investment Analyst at West Coast Bank
Location:
Portland, Oregon Area
Industry:
Investment Management
Work history:
West Coast Bank Investment Analystsince Feb 2008Northwestern Mutual 401(k) ConsultantJul 2006 - Feb 2008
Skills:
Asset Valuation, Equity Analysis, Portfolio Management, Derivatives, Fixed Income, Alternative...

Woods Adam Portland, OR

Professions & Specialties

Co-FounderManaging PartnerChief Investment OfficerFounderFounding MemberChief ExecutivePartnerManagement AnalystsFinancial ManagerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Managing Partner, Chief Investment Officer, Senior Financial Advisor at Cedar Mountain Advisors, LLC
Title:
Co-Founder, Cedar Mountain Advisors, LLC
Location:
Portland, Oregon Area
Industry:
Investment Management
Work history:
Cedar Mountain Advisors, LLC - Portland, ORManaging Partner, Chief Investment Officer, Senior Financial Advisorsince Jul 2006

Fred Bruning Portland, OR

Professions & Specialties

Chief Executive OfficerChief Investment OfficerCorporate ExecutiveChief ExecutiveManagement AnalystsLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAir Transportation Worker

Experience & Education

Position:
CEO at CenterCal Properties LLC
Location:
Portland, Oregon Area
Industry:
Real Estate
Work history:
CenterCal Properties LLC CEOsince Jul 1998CenterTrust Properties Chief Investment OfficerMay 1995 - Jul 1998

Bill Finley Portland, OR

Professions & Specialties

Chief Information OfficerChief Investment OfficerTechnology DirectorTechnology ManagerTechnical ManagersManagement AnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Chief Investment Officer at Morley Financial Services
Title:
CIO Stable Value at Morley Financial Services
Location:
Portland, Oregon Area
Industry:
Financial Services
Work history:
Morley Financial Services Chief Investment Officersince Apr 2010Fortis Investments CIO Stable Value & Money Markets2008 - 2010

Phil Diamond Portland, OR

Professions & Specialties

Chief Investment OfficerManagement AnalystsFinancial ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInvestment AnalystPuchasing and Estimating Manager

Experience & Education

Position:
Chief Investment Officer at Northwest Asset Management
Location:
Portland, Oregon Area
Industry:
Financial Services
Work history:
Northwest Asset Management - Portland, Oregon AreaChief Investment Officersince Oct 2011FocusPoint Solutions Chief Investment OfficerJan 2001 - Jan 2012

Jim Martin Portland, OR

Professions & Specialties

Chief Investment OfficerOwnerManagement AnalystsChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Chief Investment Officer at M J Murdock Charitable Trust, Owner at James R Martin Consulting, Inc.
Title:
Chief Investment Officer at M J Murdock Charitable Trust and Owner, James R Martin Consulting, Inc.
Location:
Portland, Oregon Area
Industry:
Financial Services
Work history:
M J Murdock Charitable Trust Chief Investment OfficerJames R Martin Consulting, Inc. Owner

Bill Frerichs Portland, OR

Professions & Specialties

Managing MemberChief Investment OfficerVice PresidentManagerOperations ManagerManagement AnalystsChief ExecutiveMarket AnalystMarket Research Analyst

Experience & Education

Position:
Chief Investment Officer at Radnorwood Capital, LLC
Title:
Managing Member, Radnorwood Capital, LLC
Location:
Portland, Oregon Area
Industry:
Investment Management
Work history:
Radnorwood Capital, LLC Chief Investment Officersince Jan 2007Synopsys VP - Market Research & StrategyJan 2005 - Dec 2006

Phillip Diamond Portland, OR

Professions & Specialties

Chief Investment OfficerManagement AnalystsChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Chief Investment Officer at FocusPoint Solutions
Location:
Portland, Oregon Area
Industry:
Financial Services

Stephen Gerritz Medford, OR

Professions & Specialties

Chief Investment OfficerChairpersonManagement AnalystsChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
President and Chief Investment Officer at Gerritz Wealth Management, Inc.
Location:
Medford, Oregon Area
Industry:
Financial Services

Angela Earl Portland, OR

Professions & Specialties

ManagerOperations ManagerMarketing ManagerChief Investment OfficerFinancial DirectorProject ManagersManagement AnalystsFinancial OfficerFinancial ManagerAdvertising ProfessionalAdvertising Sales AgentMarketing AdministratorMarketing ProfessionalWeb MarketerMarket Research AnalystSales PersonSales RepresentativeVolunteerSecurityProject ManagerOffice AssistantAssistant to the PresidentNon-ProfitOffice ClerkClerical SpecialistAdministrative AssociateAdministrative ClerkInformation Technology SpecialistComputer Software ProfessionalDatabase Administration ProfessionalDatabase AdministratorIT SpecialistSoftware Developers

Experience & Education

Position:
Manager, Marketing Performance and Analytics at Exterro Inc
Title:
Marketing Operations Professional
Location:
Portland, Oregon Area
Industry:
Marketing and Advertising
Work history:
Exterro Inc - Portland, Oregon AreaManager, Marketing Performance and Analyticssince May 2013Exterro Inc - Portland, OregonMarketing Programs SpecialistApr 2012 - May 2013
Skills:
Eloqua, Marketing Operations, Salesforce Administrator, Email Marketing, Sales Process Development, ...
Languages:
English, French

Adrian Conley Portland, OR

Professions & Specialties

Management AnalystsAnalystAnalystsHuman Resources SpecialistRecruitmentModelVisual Basic DeveloperComputer Software ProfessionalSoftware DeveloperSoftware DevelopersDistrict AttorneyLawyersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperWriting and Editing ProfessionalWriter and EditorStudent Worker

Experience & Education

Position:
Senior FP&A Analyst at Intel Corporation
Title:
HRES FP&A Analyst at Intel Corporation
Location:
Portland, Oregon Area
Industry:
Semiconductors
Work history:
Intel Corporation - Portland, Oregon AreaSenior FP&A Analystsince Jul 2012Intel Corporation - Hillsboro, OregonFP&A AnalystJan 2012 - Jul 2012
Skills:
Statistics, Economics, Industry Analysis
Certifications:
Completed Level I Exam of the CFA Program, CFA Institute
Chief Investment Officer at Carroll Investment Man..

Andrew Henley Washington, DC

Professions & Specialties

Deputy DirectorAssistant Vice PresidentChief Investment OfficerExecutive Vice PresidentDirectorDeputy ManagerChief ExecutiveVice PresidentManagement AnalystsOperations ManagerFinancial OfficerFinancial ManagerBudget OfficerControlling SpecialistFinancial Compliance ExaminerAuditorControllerCustomer ServiceClient Service OfficerSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeAutomotive Professional

Experience & Education

Position:
Deputy Chief Budget Officer at George Washington University
Location:
Washington D.C. Metro Area
Industry:
Education Management
Work history:
George Washington University - Washington, DCDeputy Chief Budget Officersince Jul 2012Georgetown University - Washington DCDirector of Procurement and PaymentFeb 2011 - Jun 2012
Skills:
Financial Analysis, Risk Management, Managerial Finance, Financial Modeling, Budgets, Analysis,...

Anupam Narayan Portland, OR

Professions & Specialties

ChairpersonBoard MemberChief Executive OfficerChief ExecutiveManagement Team ExecutiveOperations ManagerCorporate ExecutiveVice PresidentTreasurerManagerExecutive Vice PresidentChief Investment OfficerFinancial OfficerFinancial ManagerMarketing ManagerManagement AnalystsBrand PlannerBrand RepresentativeEntrepreneurManagersMaster of Business AdministrationProperty ManagerReal Estate Manager

Experience & Education

Position:
Member of the Board of Directors at National College of Natural Medicine, Member of the Board of...
Title:
Chairman, Rockwood Associates, LLC
Location:
Portland, Oregon
Industry:
Hospitality
Work history:
National College of Natural Medicine - Portland, ORMember of the Board of Directorssince Feb 2012GVD Hospitality Management Services, Inc. - Spokane, Washington AreaMember of the Board of Directorssince Apr 2011
Skills:
Finance, Investments, Hospitality, Real Estate, Hospitality Industry, Franchising, Strategic...
Languages:
Hindi

Jerome Himmelberg Scottsdale, AZ

Professions & Specialties

Chief Investment OfficerFinancial OfficerManagement AnalystsFinancial ManagerBudget OfficerFinancial Compliance ExaminerAuditorLoan SpecialistLoan OfficersMaster of Business AdministrationInformation Technology SpecialistIT Specialist

Experience & Education

Position:
Retired at Himmelberg, Inc.
Location:
Fountain Hills, Arizona
Industry:
Investment Management
Work history:
Himmelberg, Inc. Retiredsince Aug 2012UCLA Financial OfficerOct 1999 - Aug 2012

David Oser Tongue Point, OR

Professions & Specialties

Financial DirectorFinancial OfficerFinancial ManagerOperations ManagerManagement AnalystsVice PresidentChief ExecutiveCounselorAdvisorControllerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperClient Service OfficerCustomer Service

Experience & Education

Position:
Chief Financial Officer at CRAFT3, Consultant at doser.international@gmail.com
Title:
CFO of Craft3
Location:
Astoria, Oregon
Industry:
Financial Services
Work history:
CRAFT3 - Ilwaco WAChief Financial Officersince Mar 2011Doser.international@gmail.com Consultantsince Sep 2010
Skills:
Investments, Risk Management, Writing, Enterprise Risk Management, ALM, Portfolio Management, Asset ...
Chief Investment Officer and Treasurer at ShoreBan..

Charlie Chadderdon Portland, OR

Professions & Specialties

Management AnalystsFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystApprenticeValetConstructionAnalystsPersonal Care AideBachelor of ScienceStudent Worker

Experience & Education

Position:
Financial Analyst Program - Commercial Banking at Wells Fargo
Title:
Financial Analyst Program - Commercial Banking - Wells Fargo
Location:
Portland, Oregon
Industry:
Banking
Work history:
Wells Fargo - Portland, Oregon AreaFinancial Analyst Program - Commercial Bankingsince Feb 2013MWD Trading - Greater Denver AreaTrading OperatorJul 2012 - Feb 2013
Chief Investment Officer at BCMG

Frederick Bruning Portland, OR

Professions & Specialties

Chief Executive OfficerCorporate ExecutiveChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Title:
CEO at CenterCal Properties LLC
Location:
Portland, Oregon Area
Industry:
Real Estate
Chief Investment Officer at Center Trust Propertie..

Tammy Ando Portland, OR

Professions & Specialties

ChairpersonVice President of FinanceManaging PartnerGeneral PartnerChief Executive OfficerChief Information OfficerChief Operating OfficerFinancial DirectorChief Investment OfficerRegion ManagerChief ExecutiveOperations ManagerFinancial ManagerPartnerCorporate ExecutiveTechnology DirectorTechnology ManagerTechnical ManagersGeneral and Operations ManagerFinancial OfficerManagement AnalystsBanking ProfessionalTellerHomebuilderBuilderConstruction SpecialistConstruction LaborerConstructionLicensed Real Estate BrokerProperty ManagerReal Estate ManagerOffice ClerkClerical SpecialistArea ManagerManagersSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeHigh School DiplomaMathematicianRecruitment

Experience & Education

Position:
Service Officer II, Comml Bank at KeyBank
Title:
Banking Professional
Location:
Portland, Oregon Area
Industry:
Banking
Work history:
KeyBank Service Officer II, Comml Banksince Sep 2011Key Bank Client Servicing OfficerOct 2005 - Dec 2010
Skills:
Administrative Assistants, Banking, Loans, Credit, Management, Budgets, Payroll, Analysis, System...

Jim Voytko Portland, OR

Professions & Specialties

ChairpersonChief Research OfficerChief Executive OfficerChief ExecutiveCorporate ExecutiveManagement Team ExecutiveOperations ManagerManagement AnalystsDeputy ManagerGeneral and Operations ManagerDirector of OperationsCommunity Service ManagerCounselorAdvisorAnalystsSecretaryMaster of Public AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeperGovernment Administration Professional

Experience & Education

Position:
President, Sr. Consultant, Director of Research at R.V. Kuhns & Associates
Location:
Portland, Oregon Area
Industry:
Investment Management
Work history:
R.V. Kuhns & Associates President, Sr. Consultant, Director of ResearchOregon Public Employees Retirement System Executive Director2000 - 2004
Chief Investment Officer at PNC Asset Management

Jim Cheadle Portland, OR

Professions & Specialties

ChairpersonVice PresidentChief ExecutiveFinancial ManagerManagement AnalystsOperations ManagerAdvisorPortfolio ManagerInvestment AnalystPuchasing and Estimating ManagerTeam Member

Experience & Education

Position:
President at Ponderosa Investment Group, LLC
Location:
Portland, Oregon Area
Industry:
Investment Management
Work history:
Ponderosa Investment Group, LLC Presidentsince Apr 2006Highmark Capital Management VP Senior Portfolio Manager2003 - 2006
Chief Investment Officer at Copper Mountain Trust

James Cheadle Portland, OR

Professions & Specialties

ChairpersonChief ExecutiveVice PresidentChief Investment OfficerFinancial ManagerManagement AnalystsCounselorSupporting MemberAdvisorTeam MemberInvestment AnalystPuchasing and Estimating Manager

Experience & Education

Title:
President at Ponderosa Investment Group, LLC
Location:
Portland, Oregon Area
Industry:
Investment Management

John Callegari Portland, OR

Professions & Specialties

Financial ManagerPortfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Portfolio Manager
Location:
Portland, Oregon Area
Industry:
Financial Services
Chief Investment Officer at First Independent Bank

Dave Oser Portland, OR

Professions & Specialties

Chief EconomistExecutive Vice PresidentChief Investment OfficerTreasurerFinancial DirectorManagement AnalystsVice PresidentChief ExecutiveFinancial OfficerFinancial ManagerController

Experience & Education

Title:
Financial management--investments--risk management--compliance
Location:
Portland, Oregon Area
Industry:
Banking

Rick Thomas Olympia, WA

Professions & Specialties

Program DirectorOperations ManagerCorporate ExecutiveChief ExecutiveManagement AnalystsEconomic Development SpecialistEconomic Research AnalystEconomic ExpertEconomistFood serviceOrganization ManagementAdvisorNon-ProfitPsychologistPsychology Specialist

Experience & Education

Position:
Business and Economic Development Specialist at Nisqually Indian Tribe
Title:
Business and Economic Development Specialist
Location:
Olympia, Washington
Industry:
Nonprofit Organization Management
Work history:
Nisqually Indian Tribe - Olympia, WABusiness and Economic Development Specialistsince Oct 2012Affiliated Tribes of NW Indians Economic Development Corp. (ATNIEDC) - Lincoln City, ORProgram Director, ATNI EDC Buy Indian ProgramJul 2010 - Oct 2012
Chief Investment Officer at Central Asian-American..