July 15, 2019

Arnerich Massena Publishes White Paper Guide Series: Private Equity: Why, What, How?

 

We are pleased to announce the publication of a new white paper guide series: Private Equity: Why, What, How? This three-part guide provides investors with the fundamental information they need to understand what private equity is, how the opportunity set is categorized, the unique risks and benefits for the asset class, and how to build a successful private equity strategy. With Arnerich Massena’s specialized expertise in and long history of private equity investing, the firm offers their knowledge and insights to investors wishing to better understand the opportunities in private markets. Read more »


July 12, 2019

Reegan Rae Featured in Oregon Quarterly Class Notes

If you didn’t know that Reegan Rae, CPWA®, managing director of wealth management and firm principal, was an Oregon Duck, you will now! A University of Oregon Class of ’03 alumna, she is featured in the Summer 2019 issue of the Oregon Quarterly (the 100th Anniversary issue!) Author Matt Cooper delves into “The Psychology of Success” and how “the line from a psychology degree to wealth management is straighter than you might think” in his interview of Reegan as a class notable. Read more »


July 10, 2019

July 8, 2019

Arnerich Massena Announces Philanthropic Advisor Katherine Fox Has Earned the Chartered Advisor in Philanthropy (CAP®) Designation

We are pleased to announce that philanthropic advisor and planner Katherine Fox, CFP®, CAP®, has earned her Chartered Advisor in Philanthropy (CAP®) designation. The CAP®, administered through the American College of Financial Services, is an advanced charitable giving curriculum providing advisors with the knowledge they need to help clients clarify what they wish to accomplish for themselves, for their heirs, and for society; to evaluate the amount, structure, and impact of charitable gifts; and to integrate charitable strategies into their financial plan, business exit strategy, and/or estate plan. Read more »


June 28, 2019

Arnerich Massena Hosted a Successful Blood Drive June 21!

We met our goal of 15 units, with 17 blood donors providing their hemoglobin to the Red Cross on Friday, June 21! Summer is a critical time for blood donations, with increased accidents and elective surgeries, but decreased donations. Arnerich Massena’s Karl Hausafus organized an office blood drive to help support the organization’s need for red blood cells. A huge thank-you to all of the donors! See pictures below. Read more »


June 26, 2019

The Portland Business Journal Honors the Forty Under 40 Class of 2019, Including Arnerich Massena’s Reegan Rae!

The Portland Business Journal honored its 2019 Forty Under 40 at a luncheon event at The Nines Hotel on Friday, June 21. Prior to the event, the award winners were unveiled online on Wednesday in costume as their favorite superheroes. “They can’t really fly, but these 40 have soared to the heights of Portland’s business, nonprofit, and public sector communities,” said digital producer/associate editor Christopher Bjorke. He notes that this year’s honorees are superheroes for their organizations. Read more »


June 21, 2019

What can we learn from Chris Cornell of Soundgarden about arranging provisions for your heirs?

Chris Cornell was the greatest singer of his generation (in my humble opinion). The power and emotion Chris poured into his performances took Soundgarden from a local Seattle grunge outfit to a worldwide phenomenon — the first grunge band to sign a major record deal and sales of over 25 million albums. His soaring vocals were also critical to Temple of the Dog and Audioslave, two of his other extremely successful projects. When Chris took his own life two years ago, he left behind a legion of loyal fans, a group of close friends, and a financial dispute that has turned into a legal one. Read more »


June 17, 2019

Arnerich Massena Hires Melody Behnke, MBA, CFP®, as Senior Wealth Management Investment Advisor

Arnerich Massena is pleased to announce that Melody M. Behnke, MBA, CFP®, has joined the firm as a senior investment advisor on the wealth management team. Ms. Behnke will be responsible for the development, execution, and ongoing maintenance of client portfolio investment programs, client portfolio management, and developing client relationships. Read more »


June 11, 2019

Arnerich Massena’s White Paper Featured in Nonprofit Association of Oregon Newsletter: Investment Committees: More than the Sum of their Parts

The Nonprofit Association of Oregon recently featured Arnerich Massena’s white paper, Investment Committees: More than the sum of their parts in its May 2019 issue of Oregon’s Nonprofit Digest. We’re pleased to share this paper, which discusses how an investment committee’s ability to function as a team can impact the performance of their investment portfolios. Based on wide-ranging research and direct experience, we provide strategies for committees to strengthen their decision-making and group processes in order to ultimately improve outcomes. Read more »


June 4, 2019

Arnerich Massena Hosting a Blood Drive June 21

Every two seconds, someone in the U.S. needs blood. That’s why Arnerich Massena is hosting a blood drive at our office on June 21st, from 8:30 a.m. to 11:30 a.m. All are welcome – employees, neighbors, clients, friends: if you have blood, we want you! See the information below for scheduling an appointment. The Red Cross will bring their bloodmobile to the Arnerich Massena parking lot, and you can donate right there. Read more »