Expertise

Portfolio manager for private clients and trust clients as well as member of the Value Equity Investment Strategy Team

Experience

Prior to joining the organization, John worked at an Oregon-based boutique investment firm where he performed comprehensive research, developed financial models and actively managed tailored portfolios of stocks and bonds. He has also served as chief investment officer at First Independent Bank.

Education

BS in Biology, with honors, Santa Clara University

Chartered Financial Analyst® charterholder

Professional / Civic Affiliations

CFA Institute, Member

CFA Society Portland, Member

Mt. Angel Abbey Foundation Investment Committee, Chair

Mt. Angel Abbey Foundation Audit Committee, Member

The Historic Trust Finance and Investment Committee, Member

Humane Society for Southwest Washington Investment Committee, Chair