Top 10 Investment Management Companies in Lake Oswego

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

Investment Management Companies in Lake Oswego

1. Jensen Investment Management

Industry: Investment Management

Location: Lake Oswego, Oregon

Website: jenseninvestment.com

Company Founded: 1988

Company Size: 11-50

Company Address: 5500 Southwest Meadows Road, Lake Oswego, Oregon, United States

Jensen Investment Management Contact Details

Name Title LinkedIn Phone Email
Cole Ebel Marketing Associate
Erika Castro Marketing Distribution Associate
Dorothy Friedrich Director Of Marketing
Christopher Neill Director Of Institutional Sales
Jeff Wilson Business Analyst
Richard Clark Director Of Sales And Marketing
Alexandria Sorosky Manager Of Sales And Client Services
Requires/Intent and 13 more Employees
Branding
AI-Based Credit Risk Assessment
Digital Asset & Cryptocurrency Investment
Digital Marketing
Technology
and more

2. Elk Rock Capital Partners Inc

Industry: Investment Management

Location: Lake Oswego, Oregon

Website: elkrockcapital.com

Company Size: 1-10

Company Address: 201 B Avenue, Lake Oswego, Oregon, United States

Elk Rock Capital Partners Inc Contact Details

Name Title LinkedIn Phone Email
Robert Moir President And Chief Executive Officer
David Saltzman Vice President
Requires/Intent
Institutional Asset Management
IPO Advisory
Robo-Advisors & AI Trading
IT Support
and more

3. Wealthfactor

Industry: Investment Management

Location: Lake Oswego, Oregon

Website: wealth-factor.com

Company Founded: 2017

Company Size: 1-10

Company Address: 525 3rd Street, Lake Oswego, Oregon, United States

Wealthfactor Contact Details

Name Title LinkedIn Phone Email
Bill Woodruff Chief Investment Officer
Requires/Intent
SEO
Portfolio Management Solutions
and more

4. Pacific Ridge Capital Partners, Llc

Industry: Investment Management

Location: Lake Oswego, Oregon

Website: pacridgecap.com

Company Founded: 2010

Company Size: 1-10

Company Address: 4900 Southwest Meadows Road, Lake Oswego, Oregon, United States

Pacific Ridge Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Mike Mcdougall Senior Equity Trader
Dominic Marshall Senior Portfolio Manager
Justin Mckillip Senior Analyst
Requires/Intent
Compliance & Risk Management
Customer Relationship Management
and more

5. Etesian Wealth Advisors, Inc

Industry: Investment Management

Location: Lake Oswego, Oregon

Website: etesianwa.com

Company Founded: 2010

Company Size: 1-10

Company Address: 17040 Pilkington Road, Lake Oswego, Oregon, United States

Etesian Wealth Advisors, Inc Contact Details

Name Title LinkedIn Phone Email
Aifa Stan Lochrie Managing Partner
Benjamin Wright Partner, Portfolio Manager
Requires/Intent
FinTech Solutions For Investment Firms
Branding
Smart Contracts For Investment
Institutional Asset Management
and more

6. Matisse Capital

Industry: Investment Management

Location: Lake Oswego, Oregon

Website: matissecap.com

Company Founded: 1997

Company Size: 1-10

Company Address: 4949 Meadows Road, Lake Oswego, Oregon, United States

Matisse Capital Contact Details

Name Title LinkedIn Phone Email
Eric Boughton Portfolio Manager
Axel Flichtbeil Senior Pension Consultant
Deirdre Higdon Operations Manager
Requires/Intent
IT Support
Accounting
Legal
Technology
Automation
and more

7. Matisse Funds

Industry: Investment Management

Location: Lake Oswego, Oregon

Website: matissefunds.com

Company Size: 1-10

Company Address: 4949 Meadows Road, Lake Oswego, Oregon, United States

Matisse Funds Contact Details

Name Title LinkedIn Phone Email
Corrie Oliva Senior Consultant
Patricia Good Client Services
Requires/Intent
CRM Systems
Sales
Customer Relationship Management
ERP Solutions
and more

8. Portfolio 21/progressive Investment Management

Industry: Investment Management

Location: Lake Oswego, Oregon

Website: progressiveinvestment.com

Company Founded: 1982

Company Size: 1-10

Company Address: 310 North State Street, Lake Oswego, Oregon, United States

Portfolio 21/progressive Investment Management Contact Details

Name Title LinkedIn Phone Email
Cammie Roberts Client Services Manager
Lauren Ward Client Relationship Associate
Bryceson Charlton Research Analyst
Requires/Intent
Cloud Hosting
Hedge Fund Strategies
FinTech Solutions For Investment Firms
Cloud Solutions
and more
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Lake Oswego Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Cole Ebel Jensen Investment Management Marketing Associate
2 Erika Castro Jensen Investment Management Marketing Distribution Associate
3 Dorothy Friedrich Jensen Investment Management Director Of Marketing
4 Christopher Neill Jensen Investment Management Director Of Institutional Sales
5 Jeff Wilson Jensen Investment Management Business Analyst
6 Richard Clark Jensen Investment Management Director Of Sales And Marketing
7 Alexandria Sorosky Jensen Investment Management Manager Of Sales And Client Services
8 Robert Moir Elk Rock Capital Partners Inc President And Chief Executive Officer
9 David Saltzman Elk Rock Capital Partners Inc Vice President
10 Bill Woodruff Wealthfactor Chief Investment Officer
11 Mike Mcdougall Pacific Ridge Capital Partners, Llc Senior Equity Trader
12 Dominic Marshall Pacific Ridge Capital Partners, Llc Senior Portfolio Manager
13 Justin Mckillip Pacific Ridge Capital Partners, Llc Senior Analyst
14 Aifa Stan Lochrie Etesian Wealth Advisors, Inc Managing Partner
15 Benjamin Wright Etesian Wealth Advisors, Inc Partner, Portfolio Manager
16 Eric Boughton Matisse Capital Portfolio Manager
17 Axel Flichtbeil Matisse Capital Senior Pension Consultant
18 Deirdre Higdon Matisse Capital Operations Manager
19 Corrie Oliva Matisse Funds Senior Consultant
20 Patricia Good Matisse Funds Client Services
21 Cammie Roberts Portfolio 21/progressive Investment Management Client Services Manager
22 Lauren Ward Portfolio 21/progressive Investment Management Client Relationship Associate
23 Bryceson Charlton Portfolio 21/progressive Investment Management Research Analyst

Investment Management companies in different cities of Oregon

No. Industry Number of Contacts Download
1 Investment Management Companies in Portland 4715