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Dave Nute
Chief Executive Officer, Principal
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  • Board of Directors
  • Investment Committee voting member
  • Management Team

As chief executive officer, Dave Nute directs the development of the firm, managing strategic growth and firm direction. Mr. Nute chairs the firm’s Board of Directors and provides leadership and mentorship for the firm’s Management Team.

Prior to joining Arnerich Massena in 2015, Dave Nute served as CFO and director of operations for R.V. Kuhns and Associates, a top-ten institutional investment adviser with over $1.3 trillion in assets under advisement. Previously, he has also served as founder, COO/CFO at Monsoon Commerce, an enterprise software company; as founder and CEO at Boston-based Awardant, Inc.; as a consultant in the Bain & Company Private Equity Practice; and as a portfolio manager at Sumimoto-Mitsui Trust in New York.

Mr. Nute earned a Bachelor of Arts in economics from Bowdoin College, and two Master's degrees from Northwestern University: a Master's of Business Administration from the J.L. Kellogg Graduate School of Management and a Master's of Engineering Management from the Robert R. McCormick School of Engineering. He has also studied at the London School of Economics.

Dave Nute is a volunteer instructor for the Portland Seed Fund, teaching classes to portfolio companies on scaling and operating infrastructure. He and his sons also volunteer as ivy cleaners, restoring habitat in Portland's Tryon Creek State Park.

photo of Terri Schwartz

Terri M. Schwartz
Managing Director of Institutional Services and Business Development, Principal
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  • Board of Directors

As managing director of Institutional Services, Terri Schwartz is responsible for the firm’s Institutional Services division, providing oversight of the firm’s services to corporate and non-profit plan clients. She also oversees the firm’s business development team. Terri Schwartz serves on the firm’s Board of Directors.

Ms. Schwartz brings more than 30 years of industry experience in financial and investment consulting, client relations, and executive business planning. Prior to joining Arnerich Massena in 2015, she served as director of Consultant Relations for Cutwater Asset Management, a BNY Mellon Company, representing Cutwater’s investment management services programs and maintaining consultant and client relationships. She also worked as a financial consultant/principal and director of client relations at Northwest Capital Management. Other positions include sales and marketing roles for Arnerich Massena & Associates, Inc., the Investment Consulting Group of Dain Bosworth, and Salomon Smith Barney.

Ms. Schwartz is a former FINRA Series 7, 63, and 3 license holder. She is a board member of the American Cancer Society Oregon and Southwest Washington and also serves on the Board of Trustees for the Randall Children’s Hospital Foundation.

photo of Tony Arnerich

Anthony ("Tony") Arnerich
Co-Chief Investment Officer, Senior Investment Advisor, Principal
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  • Board of Directors
  • Investment Committee Co-Chair

As co-Chief Investment Officer, Mr. Arnerich provides guidance and leadership to the firm’s Investment Committee, and helps to drive the firm’s investment process and philosophy Mr. Arnerich also works directly with clients as an advisor; his West-Coast client base includes corporate, public, and not-for-profit organizations, as well as high net worth individuals. He founded an award-winning business-to-school partnership with Portland's Irvington School, which represents a significant commitment of funding and employee volunteer time to neighborhood schools.

Tony Arnerich’s experience in the investment industry spans more than 30 years, during which he served as an investment executive and helped found the Investment Management Consulting Group of Dain Bosworth. In prior years, he owned and managed businesses in the Pacific Northwest. Mr. Arnerich earned a Bachelor of Arts from Santa Clara University. He is also a former FINRA Series 7, 63, and 24 license holder.

Tony Arnerich has been an I AM Learning Partner for more than 20 years. I AM Learning Partners volunteer as mentors, working directly with children in Arnerich Massena's I AM Learning Partnership math, literacy, enrichment, and summer camp programs at a local elementary school.

Institutional Consultants and Wealth Management Advisors

photo of Ryan Cunningham

Ryan Cunningham, CAIA
Senior Consultant, PrincipalView Bio

  • Board of Directors
  • Investment Committee voting member
  • Portfolio Management Committee Chair
  • Audit Committee

As a senior consultant for the institutional practice, Ryan Cunningham consults to corporate defined contribution plans, pension plans, foundations, endowments, and wealth management. He has experience with all aspects of investment consulting from menu structure to vendor searches through investment manager transitions and implementation assistance.

Mr. Cunningham has more than 15 years of experience in the financial industry.He joined Arnerich Massena in 2014. Prior to joining Arnerich Massena, he was an investment consultant with RVK, Inc.

He earned a Master of Business Administration degree from the McCombs School of Business at the University of Texas at Austin with a dual concentration in finance and accounting. Mr. Cunningham holds the Chartered Alternative Investment Analyst (CAIA) designation and is also a member of the Portland chapter of the CFA Society. He graduated from Santa Clara University with a Bachelor of Science degree in commerce. He is an active member of the Portland Alternative Investment Association and currently serves on the Association's Board of Directors.

photo of Corrie Oliva

Corrie Oliva, CFA
Senior Consultant
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  • Investment Committee voting member
  • Management Team

As a senior consultant for the institutional practice, Corrie Oliva consults to corporate, public, and not-for-profit organizations in the institutional client group. She is experienced in defined benefit and defined contribution plan management, including investment menu design and investment management research, and brings expertise in consulting to endowments and foundations.

Ms. Oliva has more than 17 years of experience in the financial industry. She joined Arnerich Massena in 2016. Prior to joining Arnerich Massena, she served as the vice president of Advisory Services for Northwest Capital Management and as a principal and consultant for RVK, Inc.

Corrie Oliva earned a B.S. in business administration with finance and real estate concentrations cum laude from the University of San Diego and a Master of Science in financial analysis Beta Gamma Sigma from Portland State University. She has earned the Chartered Financial Analyst (CFA) designation and is a member of the Portland chapter of the CFA Society, serving as the Membership/Education Chair of the Board of Directors. She was named to the Top Women Advisors MVP List in 2015 by the National Association of Plan Advisors (NAPA).

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Christopher Van Dyke, CFA, CAIA
Senior Consultant, Principal
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  • Investment Committee voting member
  • Portfolio Management Committee
  • Product Committee
  • Audit Committee

As senior consultant for the institutional practice, Chris Van Dyke services public, private, and not-for-profit organizations in the institutional client group, with a primary focus on non-profit and committee-directed relationships. Mr. Van Dyke has deep experience consulting to corporations, endowments and foundations, and not-for-profit organizations.

Mr. Van Dyke has more than 17 years of experience in the financial industry. Prior to joining Arnerich Massena in 2012, he served as principal, director of manager research, and consultant at Pavilion Advisory Group and as assistant vice president and consultant at CTC Consulting, Inc.

Chris Van Dyke earned his Bachelor of Science in economics from the University of Oregon. He has earned his Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations and is a member of the CFA Society of Portland. He is an active speaker at industry events and has provided instruction for multiple universities and professional groups including Portland State University, University of Portland, and CPWA courses at the Chicago Booth School of Business.

Chris Van Dyke has been an I AM Learning Partner for one year. I AM Learning Partners volunteer as mentors, working directly with children in Arnerich Massena’s I AM Learning Partnership math, literacy, enrichment, and summer camp programs at a local elementary school.

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Luka Arnerich
Consultant
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  • Investment Committee voting member
  • Product Committee

As consultant for Institutional Services, Luka Arnerich assists in the development, execution, and ongoing maintenance of client investment programs, working closely with advisors to assist with the development of client fund lineups and portfolio construction, as well as developing client relationships.

Mr. Arnerich has more than ten years of experience in the financial industry. He joined Arnerich Massena in 2013. Prior to joining the firm, he served as CCO & director of operations for SC Management, Inc., where he was responsible for the daily operational functions of a short biased hedge fund. He also served at Common Sense Investment Management as a financial analyst intern.

Luka Arnerich earned a Bachelor of Science in business administration, with a finance major, from the University of Arizona. He is a current FINRA Series 65 license holder. Luka Arnerich sits on the board of the Cole Parker Randall Foundation.

Luka Arnerich has been an I AM Learning Partner for one year. I AM Learning Partners volunteer as mentors, working directly with children in Arnerich Massena's I AM Learning Partnership math, literacy, enrichment, and summer camp programs at a local elementary school.

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Kate Deines
Associate Investment Advisor
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As Wealth Management associate investment advisor, Kate Deines assists in the development, execution, and ongoing maintenance of client investment programs, working closely with advisors to assist with client portfolio construction and developing client relationships.

Prior to joining Arnerich Massena in 2016, she most recently served as account manager for Pacific Capital Resource Group, providing financial planning and business development for individuals, families, and businesses.

Ms. Deines earned a Bachelor of Arts from the University of Washington and a Master of Science in finance from Pacific Lutheran University. She is life & disability insurance licensed. She is a current FINRA Series 65 license holder. She was recently recognized at the 2016 Women of Influence gala hosted by The Puget Sound Business Journal!

Kate Deines has been an I AM Learning Partner for one year. I AM Learning Partners volunteer as mentors, working directly with children in Arnerich Massena’s I AM Learning Partnership math, literacy, enrichment, and summer camp programs at a local elementary school. She is also a 2018 Special Olympics Ambassador. She played professional soccer for three years, with two seasons for the Seattle Reign FC.

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Glen Goland, JD, CFP®
Senior Wealth Strategist
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  • Management Team

As senior wealth strategist, Glen Goland advises clients in financial planning and specialty areas, serving as technical expert and resource on matters of estate, wealth transfer, tax, and financial planning. He works closely with Arnerich Massena's team of investment advisors to provide comprehensive wealth planning services to clients.

Mr. Goland has more than 15 years of experience in the financial industry. Prior to joining Arnerich Massena in 2017, he served as wealth advisor for Confluence Wealth Management, counseling families and small businesses on all aspects of investment and financial planning matters as a registered investment advisor. Previously, he spent four years practicing as an estate planning attorney with Samuels Yoelin Kantor, LLP; in this role, he studied under some of Portland’s prominent estate planning attorneys while drafting documents, preparing estate and trust tax returns, probating estates, and advising clients on a variety of legal issues.

Glen Goland earned his J.D. from Suffolk University Law School, cum laude where he spent two years clerking at the Boston-based boutique estate planning firm Squillace and Associates, LLP. He is a Certified Financial Planner and has been licensed to practice law in the states of Oregon and Massachusetts. He is a former FINRA Series 6, 7, and 66 license holder, and former life, accident, and health insurance license holder.

Mr. Goland is an Eagle Scout and serves on the Endowment Committee of the Cascade Pacific Council of the Boy Scouts of America. He is a former member of the Fundraising Committee at the Oregon Museum of Science and Industry, where he helped the team at OMSI build out their planned giving initiative and spoke to donors about estate and tax planning issues.

photo of Reegan Rae

Reegan Rae, Certified Private Wealth Advisor®
Senior Investment Advisor, PrincipalView Bio

  • Board of Directors
  • Product Committee
  • Portfolio Management Committee

As Wealth Management senior investment advisor, Reegan Rae assists in the development, execution, and ongoing maintenance of client portfolio investment programs, working closely with advisors and portfolio administrators to coordinate client portfolio management and develop client relationships. Ms. Rae has earned her Certified Private Wealth Advisor® (CPWA®) designation, an advanced credential created specifically for wealth advisors who work with high-net-worth individuals and families that provides training in the development of strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth to the next generation strategically.

Reegan Rae has more than 12 years of experience in the financial industry. Prior to joining Arnerich Massena in 2012, she served as a registered principal and member firm relationship manager for M Holding Securities (the broker-dealer of M Financial Group), and as financial advisor for AXA Advisors.

Ms. Rae earned her Bachelor of Science from the University of Oregon. She is a current FINRA Series 65 license holder and former FINRA Series 7, 66, and 24 license holder. She has also held insurance licenses in Oregon and Washington. She is in the Portland Business Alliance’s Leadership Portland Class of 2017, a program developing upper-level business leaders to work together to positively impact the community.

Reegan Rae has been an I AM Learning Partner for more than four years. I AM Learning Partners volunteer as mentors, working directly with children in Arnerich Massena’s I AM Learning Partnership math, literacy, enrichment, and summer camp programs at a local elementary school. She is also on the Board of Trustees and chairs the Investment Committee for The Oregon Ballet Theatre.

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Ryland Moore
Director of Business Development, PrincipalView Bio

  • Board of Directors

Ryland Moore’s responsibilities include client relations, business development, and investment advisory services. Mr. Moore works primarily with foundations and endowments and high net worth families. He also acts as a subject matter expert for the firm in review of non-traditional investments, with a particular emphasis on energy, water, and agriculture.

Mr. Moore has more than 16 years of experience in the financial industry. He joined Arnerich Massena in 2012. Prior to joining the firm, he spent the previous 13 years in various roles focusing on the investment, development, acquisition, and divestiture of water, farm, ranchland, and renewable energy assets on behalf of individual investors, private and public companies, private equity, and municipalities throughout the western United States.

Ryland Moore earned a Master of Community and Regional Planning degree from the University of Oregon and a Bachelor of Science degree in natural resources with a concentration in economics from the University of the South (Sewanee). He is a FINRA Series 65 license holder, as well as an Oregon Real Estate license holder.

Ryland Moore has been an I AM Learning Partner for three years. I AM Learning Partners volunteer as mentors, working directly with children in Arnerich Massena's I AM Learning Partnership math, literacy, enrichment, and summer camp programs at a local elementary school. Additionally, he serves as President of the Board of Directors of the Oregon Wildlife Foundation, as a Board member and Investment Committee member for Parkinson’s Resources of Oregon, and as a member of the Headwater’s Council for the Freshwater Trust. He also serves as an Endowment Committee member of Boy Scouts of America – Cascade-Pacific Council. Mr. Moore previously served as Treasurer for the Oregon Interscholastic Snowboard Association and is an Eagle Scout with Boy Scouts of America.

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Kathy Peterson, Chartered Retirement Planning Counselor®
Consultant
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As consultant for Institutional Services, Kathy Peterson assists in the development, execution, and ongoing maintenance of client investment programs, working closely with consultants to assist with the development of client fund lineups and portfolio construction. Ms. Peterson also serves as Arnerich Massena’s education consultant, conducting enrollment meetings, ongoing investment education workshops, one-on-one retirement planning sessions for participants, and fiduciary education training for committee members.

Ms. Peterson has more than 15 years of experience in the financial industry. She joined Arnerich Massena in 2011. Previously, she served as retirement plan administrator at Idaho Power Company and as a retirement plan representative at Columbia Management Company; she has provided employee education to thousands of participants.

Ms. Peterson earned a Bachelor of Arts in rhetoric and communications from the University of Oregon. She is a former FINRA Series 6, 7, and 63 license holder. Kathy Peterson has earned the Chartered Retirement Planning Counselor®, or CRPC®, designation. Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.

Kathy Peterson has been an I AM Learning Partner for more than five years. I AM Learning Partners volunteer as mentors, working directly with children in Arnerich Massena's I AM Learning Partnership math, literacy, enrichment, and summer camp programs at a local elementary school.

Research Professionals

photo of Bryan P. Shipley

Bryan P. Shipley, CFA, CAIA
Co-Chief Investment Officer, PrincipalView Bio

  • Investment Committee co-Chair
  • Product Committee
  • Portfolio Management Committee

As co-Chief Investment Officer, Bryan Shipley is responsible for overseeing the firm’s investment strategy, product selection, investment guidelines and policies, and model portfolio construction. Mr. Shipley provides thought leadership for the firm, helping to establish Arnerich Massena’s investment philosophy and future investment considerations. As Co-CIO, he is also responsible for the directing the Investment and Product Committees and for the management of Arnerich Massena’s Analytics team.

Mr. Shipley has more than 18 years of experience in the financial industry. Prior to joining Arnerich Massena in 2003, Mr. Shipley served as an associate for Wurts & Associates (now known as Verus), where he conducted traditional and alternative investment manager research and due diligence and oversaw a planned giving investment program. His responsibilities also included asset allocation modeling, performance evaluation and attribution reporting, and quarterly market analysis.

Mr. Shipley holds a Bachelor of Science in business administration with a concentration in finance from Western Washington University. He has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Portland. He also holds the Chartered Alternative Investment Analyst (CAIA) designation.

Bryan Shipley has been an I AM Learning Partner for more than eight years. I AM Learning Partners volunteer as mentors, working directly with children in Arnerich Massena's I AM Learning Partnership math, literacy, enrichment, and summer camp programs at a local elementary school.

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Mukunda Loprinzi, J.D.
Senior Research Analyst

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  • Management Team

Mukunda Loprinzi focuses both on investment research and on platform and service provider research for institutional clients. His fund platform analysis responsibilities include the identification and evaluation of fees and expenses associated with plan investments, analysis of investment options and services, review of institutional relationships, negotiation of fees and contracts, and monitoring of revenue sharing arrangements. Investment research responsibilities include the sourcing of new investment managers and the completion of primary and ongoing due diligence within the traditional and alternative investment universes. Mr. Loprinzi first joined Arnerich Massena in 2001 as a performance measurement analyst. In 2003, Mr. Loprinzi left to attend law school, rejoining Arnerich Massena in 2007 as an analyst.

Mr. Loprinzi has more than 15 years of experience in the financial industry. He first joined Arnerich Massena in 2001 as a performance measurement analyst. In 2003, Mr. Loprinzi left to attend law school, rejoining Arnerich Massena in 2007 as an analyst. During the intervening years between his departure from and return to Arnerich Massena, Mr. Loprinzi interned for the Honorable Anna J. Brown of the United States District Court for the District of Oregon, worked for the Oregon State Bar, and served the Classroom Law Project, assisting junior high school students with mock trial camps.

Mr. Loprinzi holds a Bachelor of Arts in business administration from Lewis & Clark College and a Juris Doctorate from Lewis & Clark Law School.

Mukunda Loprinzi has been an I AM Learning Partner for more than four years. I AM Learning Partners volunteer as mentors, working directly with children in Arnerich Massena's I AM Learning Partnership math, literacy, enrichment, and summer camp programs at a local elementary school.

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Matt Bryant
Research AnalystView Bio

  • Product Committee

Matt Bryant’s primary responsibilities include researching and sourcing new investment managers and completing ongoing due diligence, with a focus on private markets, particularly private equity, private real estate, and hedge strategies. Additional responsibilities include client projects such as fund manager searches, investment portfolio analysis, and industry analysis. He previously served as a performance measurement analyst at Arnerich Massena.

Mr. Bryant has more than 11 years of experience in the financial industry. He joined Arnerich Massena in 2006, and previously held positions as data administrator and performance measurement analyst. He holds a Bachelor of Science in political science from the University of Oregon. He is currently pursuing his CAIA Level I. Matt Bryant serves on the advisory board for Mobile RQ, a Portland marketing technology company, and is a board member of the Construct Foundation.

Matt Bryant has been an I AM Learning Partner for more than eight years. I AM Learning Partners volunteer as mentors, working directly with children in Arnerich Massena’s I AM Learning Partnership math, literacy, enrichment, and summer camp programs at a local elementary school. He also volunteers at the Oregon Food Bank.

photo of Arthur Coyne

Arthur Coyne, CFA
Senior Research Analyst, Principal
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  • Board of Directors, Secretary
  • Investment Committee voting member
  • Portfolio Management Committee

Thomas (Arthur) Coyne's responsibilities include research in strategic and tactical asset allocation, capital markets, portfolio risk analysis, and the completion of primary and ongoing manager due diligence.

Mr. Coyne's investment industry experience spans more than 30 years. Prior to joining Arnerich Massena in 2012, he served as the manager of Consulting Services for the British Columbia Investment Management Corporation and as chief investment officer at Northwest Capital Management. Previously, between 2000 and 2005, he held the position of senior research analyst with Arnerich Massena.

Mr. Coyne holds a Bachelor of Science, cum laude, in computer engineering from the University of Michigan at Ann Arbor. He has earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Portland.

Arthur Coyne has been an I AM Learning Partner for more than eight years. I AM Learning Partners volunteer as mentors, working directly with children in Arnerich Massena's I AM Learning Partnership math, literacy, enrichment, and summer camp programs at a local elementary school.

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RJ Wamsley, CAIA
Senior Research Analyst
Head of Alternative Investments
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  • Product Committee

As head of alternative investments, Rodney J. Wamsley primarily focuses on alternative investments, including sourcing new investment managers and completing primary and ongoing due diligence. Mr. Wamsley is a member of Arnerich Massena's Investment Committee.

Mr. Wamsley has more than 20 years of experience in the financial industry. Prior to joining Arnerich Massena in 2009, Mr. Wamsley was the founder and managing partner of Tretower Capital, LLC, where he was responsible for all investment and trading operations of the fund. Prior to founding Tretower Capital, Mr. Wamsley served as chief investment officer for Lookout Mountain Capital, Inc. (LMC), where he co-managed the LMC Compass Fund, L.P. (the Compass Fund), a fund-of-funds investing in long/short equity hedge funds. Mr. Wamsley also worked with SunTrust Bank, Barclay's Bank, and Northern Trust Bank, where he focused on investment strategies and execution in the financial futures and options markets for institutional clients and traders.

Mr. Wamsley holds a Bachelor of Business Administration in finance from Mercer University. He holds the Chartered Alternative Investment Analyst (CAIA) designation.

RJ Wamsley has been an I AM Learning Partner for more than three years. I AM Learning Partners volunteer as mentors, working directly with children in Arnerich Massena’s I AM Learning Partnership math, literacy, enrichment, and summer camp programs at a local elementary school. He also serves as a board member for the Pittock Mansion.

photo of Mitchell Vogt

Mitch Vogt
Research AnalystView Bio

Mitch Vogt’s primary responsibilities include researching and sourcing new investment managers and completing ongoing due diligence, with a focus on U.S. and non-U.S. equity markets. Additional responsibilities include client projects such as fund manager searches, investment portfolio analysis, investment policy development, and industry analysis.

Mr. Vogt has more than four years of experience in the financial services industry. Prior to joining Arnerich Massena in 2017, he served as an investment analyst at RVK, Inc. and as an intern for Morgan Stanley.

Mitch Vogt earned a Bachelor of Science in finance from Oregon State University, magna cum laude. He is currently pursuing the Chartered Financial Analyst (CFA) Charter, and has passed levels I and II of the exam.

Mitch Vogt is an I AM Learning Partner. I AM Learning Partners volunteer as mentors, working directly with children in Arnerich Massena’s I AM Learning Partnership math, literacy, enrichment, and summer camp programs at a local elementary school. He also volunteers as a coach for youth basketball and youth flag football.

Other Key Personnel

photo of Kevin Finn

Kevin Finn, CPA, MBA
ControllerView Bio

  • Management Team

As controller, Kevin Finn is responsible for quarterly and annual financial and tax reporting, overseeing the company’s billing and payable functions, financial forecasting, and maintaining relationships with the firm’s banks. He is also responsible for training and supervising the firm’s finance team, and serves as a subject matter expert on accounting and billing software systems.

Mr. Finn has more than 12 years of experience in the financial services industry. Prior to joining Arnerich Massena in 2016, he served as accounting supervisor at Vinfen Corporation, where he oversaw a staff of four general ledger accounts, as accounting manager at Fidelity Investments providing financial reporting for the firm’s employee-owned limited partnerships, and as senior accountant at Cambridge Associates, where he provided financial reporting for the firm’s foreign subsidiaries.

Kevin Finn earned his MBA and Master’s degree in accounting from Northeastern University. He is a Certified Public Accountant.

photo of Alicia Johnston

Alicia Johnston
Director of Human Resources, PrincipalView Bio

  • Management Team
  • Communications Team

As director of human resources, Alicia Johnston is responsible for the recruitment and hiring of Arnerich Massena employees, administration of employee benefit programs, and compliance with employment laws. She provides training, guidance, and direction related to employee relations and consultation to management in all areas of human resources. She also oversees the firm’s administrative team.

Alicia Johnston joined Arnerich Massena in 2009 and previously served the firm as technology coordinator, marketing and administrative coordinator, and senior administrative assistant. Prior to that, she served at ScanlanKemperBard Companies for six years, most recently as office and human resource manager.

Alicia Johnston holds a Bachelor of Arts from Colorado College. She also holds a Certificate of Comprehensive Human Resource Management from Portland State University Professional Development Center.

photo of Kristi Van Damme

Kristi Van Damme
Associate Director, Portfolio OperationsView Bio

  • Management Team

Kristi Van Damme is responsible for oversight of Arnerich Massena's Portfolio Operations Department. The Portfolio Operations Department is responsible for client service, portfolio implementation, cash management, and trading.

Ms. Van Damme has more than 20 years of experience in the financial industry. She joined Arnerich Massena in 2012. Previous positions include compliance officer and operations manager for M Holdings Securities, as well as registered associate for Merrill Lynch.

Kristi Van Damme holds a B.B.A. and a French Language Certificate from the University of Portland. She is a former FINRA Series 7, 63, and 24 license holder.

Kristi Van Damme is a supporter of Chess for Success, an educational organization helping K-8th graders learn critical thinking and self-confidence through chess playing.

photo of Alicia Johnston

Karl E. Hausafus, J.D.
General Counsel and Chief Compliance OfficerView Bio


Karl Hausafus is the general counsel and chief compliance officer of Arnerich Massena. He has overall responsibility for the legal and compliance function of the firm. He also assists the Analytics team in primary and ongoing operational due diligence on investment managers.

Mr. Hausafus brings more than 15 years of legal and compliance experience. Prior to joining Arnerich Massena in 2017, Mr. Hausafus served as general counsel and chief compliance officer at Arnerich Massena from 2010 to 2016. He has also served as chief legal officer for Saturna Capital Corporation, a global asset-management firm and investment advisor for thirteen publicly-traded mutual funds; as general counsel and chief compliance officer for the Oregon State Treasury, where he directed the legal and compliance functions for the State’s $90 billion investment program; as general counsel and chief compliance officer of Compass Holdings, LLC, an Oregon-based private investment fund manager and SEC-registered investment advisor; and as senior associate attorney with Preston Gates & Ellis, LLP (n.k.a. K&L Gates LLP), where he advised both public and private companies on general securities and business issues.

Mr. Hausafus earned his Juris Doctorate from Northwestern School of Law of Lewis & Clark College and holds a Bachelor of Science in marketing and business management from the University of Oregon. He is a former FINRA Series 7 and 24 license holder, and current FINRA Series 66 license holder.

Karl Hausafus has been an I AM Learning Partner for more than four years. I AM Learning Partners volunteer as mentors, working directly with children in Arnerich Massena’s I AM Learning Partnership math, literacy, enrichment, and summer camp programs at a local elementary school.

photo of Jillian Perkins

Jillian Perkins
Communications ManagerView Bio

  • Management Team
  • Communications Team

As communications manager, Jillian Perkins is responsible for guiding the strategic planning of Arnerich Massena’s communication and marketing, including oversight of all external corporate communication and public relations. She provides leadership to the communications department and manages the development of all marketing collateral. An award-winning writer, Ms. Perkins directs the research and development of the firm’s white papers and other printed and online publications.

Ms. Perkins joined Arnerich Massena in 1999; previous to her role as communications manager, Ms. Perkins served as senior staff writer for Arnerich Massena Education, responsible for the development of retirement plan sponsor and participant education materials. She served as editor for the firm’s nationally distributed participant newsletter, Reach for Your Dreams™ and plan sponsor newsletter, DC Solutions™. In addition to more than 18 years in the industry, her professional background includes several years in project management and curriculum development.

Jillian Perkins graduated magna cum laude with a Bachelor of Arts from Southern Oregon University.

Jillian Perkins has been an I AM Learning Partner for more than 16 years. I AM Learning Partners volunteer as mentors, working directly with children in Arnerich Massena’s I AM Learning Partnership math, literacy, enrichment, and summer camp programs at a local elementary school.

photo of David Vaughan

David Vaughan
Director of Technology, PrincipalView Bio

  • Management Team

David Vaughan oversees Arnerich Massena’s Information Technology department, providing department leadership, overseeing infrastructure operations, implementing IT initatives, and managing technology assets and budget.

Mr. Vaughan has more than 18 years of experience. Prior to joining Arnerich Massena in 2000, he served as an IT consultant for several Portland firms.

David Vaughan earned his B.S. in computer information systems from Missouri State University.

David Vaughan has been an I AM Learning Partner for more than 17 years. I AM Learning Partners volunteer as mentors, working directly with children in Arnerich Massena’s I AM Learning Partnership math, literacy, enrichment, and summer camp programs at a local elementary school.

Portfolio Operations Associates

photo of Julie Florence

Julie Florence
Senior Client Associate
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As senior client associate, Julie Florence assists in implementing and maintaining client investment programs, providing general servicing of discretionary high net worth clients. Ms. Florence joined Arnerich Massena in 2011.

Julie Florence brings more than 20 years in the finance industry, having previously served as client services manager for Ameriprise Financial Services. She earned a Bachelor of Arts in mathematics from St. Olaf College, a Bachelor of Science in Civil Engineering from Washington University, and a Master of Science in Civil Engineering from the University of Minnesota. She is an Enrolled Agent and Licensed Tax Consultant.

photo of Mary Gordon

Mary Gordon
Senior Client Associate
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As senior client associate, Mary Gordon assists in implementing and maintaining client investment programs, providing general servicing of discretionary high net worth clients. Ms. Gordon joined Arnerich Massena in 2012.

Mary Gordon has more than 17 years of experience in the finance industry, working for both brokerage and independent firms in a client service role. Mary Gordon earned a Bachelor of Arts from California State University Chico. She is a notary public.

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Evan Aubertin
Operations Associate
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As operations associate, Evan Aubertin supports Portfolio Operations team members with document and database management, mailings, new account documentation, and daily reporting. Mr. Aubertin joined Arnerich Massena in 2016, bringing more than six years of client service and administrative experience.

photo of Katherien Fox

Katherine Fox
Paraplanner
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As paraplanner, Katherine Fox is responsible for assisting in the preparation of financial plans, gathering data and providing evaluation, organization, and input, as well as providing overall project management for the process. She works closely with advisors and wealth strategists to assist with client deliverables. She also manages the integration of client software platforms.

Prior to joining Arnerich Massena in 2017, she served The Private Bank at Wells Fargo on the Investment and Fiduciary Services team, supporting a team of advisors with the preparation and delivery of financial plans and investment reports for individuals and families.

Katherine Fox earned her B.A. cum laude from Barnard College. She passed her Certified Financial Planner® exam in 2017.

Ms. Fox serves as a volunteer educator and mentor with Financial Beginnings, an organization that provides personal finance educational programs to give individuals a foundation to make informed financial decisions.

photo of Jackie O'Neill

Jackie O'Neill
Senior Client Associate
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As senior client associate, Jackie O'Neill is responsible for the implementation of client strategies, servicing institutional clients. Prior to her current position, she served as a performance measurement analyst. Ms. O'Neill has been with Arnerich Massena since 1994, with nine additional years of prior experience in finance.

Ms. O'Neill is a former Series 7 license holder.

Jackie O'Neill has been an I AM Learning Partner for more than nine years. I AM Learning Partners volunteer as mentors, working directly with children in Arnerich Massena's I AM Learning Partnership math, literacy, enrichment, and summer camp programs at a local elementary school.