Donna is a highly qualified private client group manager with years of experience as both a nationally recognized client relationship manager and co-founder and manager of a large regional bank’s Private Banking group.
During her 34 years in the financial services industry, she has developed extensive expertise in wealth management solutions, including estate planning, complex credit issues, banking services and customized investment services. Her focus has always been and continues to be the client.
Donna attended the University of Oregon and graduated from the Pacific Coast Banking School at the University of Washington.
As a fourth generation Oregonian, Donna is passionate about her community and is dedicated to giving back. She has most recently served as Board Chair of Portland Center Stage and has held board positions with YWCA, BodyVox and NW Business for Culture and the Arts.
In her free time Donna enjoys traveling with her husband, golfing and riding motorcycles.
Pam has over 20 years of financial services experience serving as a wealth management consultant, corporate cash manager and investment portfolio manager. A highly qualified relationship manager, she has extensive expertise in estate planning, complex credit issues, banking services and investment management.
Pam maintains a Certified Trust and Financial Advisor certification through the Institute of Certified Bankers.
A graduate of Oregon State University, she is an active community member focused on children related causes. She has served as a board member for Morrison Child and Family Services, Portland Chinese Classical Garden and Live on Stage, and is a past trustee of the Library Foundation. Pam also enjoys spending time with her nieces and nephews, pursuing another hole in one, and renovating old homes.
Ted is a highly qualified client relationship manager who focuses on his client’s entire financial picture. He has garnered more than 20 years experience in the financial services industry while serving in roles ranging from private banking relationship manger to regional sales director. In addition to working with individuals, Ted has experience working with business banking solutions which include treasury management and merchant services.
Ted’s passion for giving back to the community has resulted in serving on numerous boards and committees, and he currently serves on the board of directors of Cascade AIDS Project. Ted is also participating in Portland Business Alliance’s Leadership Portland program and will graduate in 2010.
Ted makes his home in Southwest Portland and enjoys spending time with his family and traveling the Pacific Northwest.
Jennifer, is a highly qualified client relationship manager, has 30 years of experience in the financial services industry. She has extensive expertise in wealth management solutions, ranging from estate planning, complex credit issues, banking services and customized investment services. Her focus has always been and continues to be the client.
Jennifer attended the University of Utah and graduated from Cannon Trust School, where she obtained her Certified Trust Financial Advisor accreditation. She also maintains a NASD series 7 and 66 and holds life and health insurance licenses for Oregon.
Part of Jennifer’s community outreach is working with charitable organizations on planned giving strategies to increase their donor base and endowments. She is currently active with Stand for Children, Gresham Center for the Arts and Mt. Hood Repertory Theatre.
