Top 10 Investment Banking Companies in Portland

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Below is the list of Top 10 Investment Banking Companies in Portland ranked based on company size, client reviews, services, and awards.

Investment Banking Companies in Portland

1. Pacific Crest Securities

Industry: Investment Banking

Location: Portland, Oregon

Website: pacific-crest.com

Company Founded: 1990

Company Size: 51-200

Company Address: 111 Southwest Fifth Avenue, Portland, Oregon, United States

Pacific Crest Securities Contact Details

Name Title LinkedIn Phone Email
Sean Sosnovec Institutional Equity Sales
William Jeffries Equity Research Associate
William Jeffries Equity Research Associate
William Jeffries Equity Research Associate
Yoshi Dickson Account Manager, Mosaic Services
Liisa Heddens Associate, Mosaic Client Services
Jake Rosser Research Associate
Requires/Intent and 6 more Employees
Smart AI-Based Compliance & Regulatory Reporting
Software Development
and more

2. Alkali Partners

Industry: Investment Banking

Location: Portland, Oregon

Website: alkalipartners.com

Company Size: 11-50

Company Address: 610 Southwest Alder Street, Portland, Oregon, United States

Alkali Partners Contact Details

Name Title LinkedIn Phone Email
Christopher Skubic Managing Director
Derek Heinonen Investment Banking Associate
Jaipal Silla Technology Investment Banking Analyst
Requires/Intent
Legal
AI
Customer Relationship Management
Market Research
and more

3. Lvl3 Private Equity

Industry: Investment Banking

Location: Portland, Oregon

Website: lvl3.com

Company Size: 1-10

Lvl3 Private Equity Contact Details

Name Title LinkedIn Phone Email
Scott Rayden Founding Partner
Requires/Intent
AI
Cloud Solutions
Advertising
and more

4. Tullius Partners

Industry: Investment Banking

Location: Portland, Oregon

Website: tullius.com

Company Founded: 1981

Company Size: 1-10

Company Address: 700 Northeast Multnomah, Portland, Oregon, United States

Tullius Partners Contact Details

Name Title LinkedIn Phone Email
Sebastian Araguas Investment Banking Intern
Larry Tullius Founder And Chief Executive Officer
Stephen Drgastin Financial Analyst Intern
Tiffany Luessen Associate
Requires/Intent
AI-Powered Financial Modeling
Web Development
AI-Based Risk Analysis & Mitigation
AI-Powered Portfolio Management
and more

5. Paine Pacific, Llc

Industry: Investment Banking

Location: Portland, Oregon

Website: painepacific.com

Company Founded: 1998

Company Size: 1-10

Paine Pacific, Llc Contact Details

Name Title LinkedIn Phone Email
Nels Paine Founder, Managing Director
Austin Strode Research Analyst
Tara Gordon Director Of Client Services
Requires/Intent
AI-Based Fraud Detection & Prevention
Cybersecurity Solutions
Web Development
AI-Based Risk Analysis & Mitigation
and more

6. Veber Partners

Industry: Investment Banking

Location: Portland, Oregon

Website: veber.com

Company Founded: 1989

Company Size: 1-10

Company Address: 605 Northwest 11th Avenue, Portland, Oregon, United States

Veber Partners Contact Details

Name Title LinkedIn Phone Email
Gayle Veber Managing Partner
Rodger Adams Senior Partner
Requires/Intent
AI-Powered Sentiment Analysis For Market Trends
AI-Based Predictive Analytics For Market Trends
Mobile App Development
AI-Driven Personalized Financial Advisory
and more

7. Elvira Investments

Industry: Investment Banking

Location: Portland, Oregon

Website: elvirainvests.com

Company Size: 11-50

Elvira Investments Contact Details

Name Title LinkedIn Phone Email
Beauregard Moody Managing Partner
Requires/Intent
Data Security
Blockchain For Secure Fund Transfers
Advertising
and more

8. Usda Natural Resources Conserv

Industry: Investment Banking

Location: Portland, Oregon

Company Size: 11-50

Company Address: 101 Southwest Main Street, Portland, Oregon, United States

Usda Natural Resources Conserv Contact Details

Name Title LinkedIn Phone Email
Justin Gonzalez Accountant
Edwin Martinez Natural Resources Specialist
Sarah Fleming Soil Conservationists
Angela Reese Soul Conservationist At Usda Natural Resources Conserv
Requires/Intent
Financial Management
AI-Driven Asset Valuation
Smart AI-Based Compliance & Regulatory Reporting
and more

9. Global Technology Transfer Group

Industry: Investment Banking

Location: Portland, Oregon

Website: gttgrp.com

Company Founded: 1997

Company Size: 1-10

Company Address: 805 Southwest Broadway Street, Portland, Oregon, United States

Global Technology Transfer Group Contact Details

Name Title LinkedIn Phone Email
Kari Lubitz Managing Director, Operations
Requires/Intent
AI-Powered Fundraising Strategies
Data Security
and more
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Portland Investment Banking Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Sean Sosnovec Pacific Crest Securities Institutional Equity Sales
2 William Jeffries Pacific Crest Securities Equity Research Associate
3 William Jeffries Pacific Crest Securities Equity Research Associate
4 William Jeffries Pacific Crest Securities Equity Research Associate
5 Yoshi Dickson Pacific Crest Securities Account Manager, Mosaic Services
6 Liisa Heddens Pacific Crest Securities Associate, Mosaic Client Services
7 Jake Rosser Pacific Crest Securities Research Associate
8 Christopher Skubic Alkali Partners Managing Director
9 Derek Heinonen Alkali Partners Investment Banking Associate
10 Jaipal Silla Alkali Partners Technology Investment Banking Analyst
11 Scott Rayden Lvl3 Private Equity Founding Partner
12 Sebastian Araguas Tullius Partners Investment Banking Intern
13 Larry Tullius Tullius Partners Founder And Chief Executive Officer
14 Stephen Drgastin Tullius Partners Financial Analyst Intern
15 Tiffany Luessen Tullius Partners Associate
16 Nels Paine Paine Pacific, Llc Founder, Managing Director
17 Austin Strode Paine Pacific, Llc Research Analyst
18 Tara Gordon Paine Pacific, Llc Director Of Client Services
19 Gayle Veber Veber Partners Managing Partner
20 Rodger Adams Veber Partners Senior Partner
21 Beauregard Moody Elvira Investments Managing Partner
22 Justin Gonzalez Usda Natural Resources Conserv Accountant
23 Edwin Martinez Usda Natural Resources Conserv Natural Resources Specialist
24 Sarah Fleming Usda Natural Resources Conserv Soil Conservationists
25 Angela Reese Usda Natural Resources Conserv Soul Conservationist At Usda Natural Resources Conserv
26 Kari Lubitz Global Technology Transfer Group Managing Director, Operations