Author Archives: Arnerich Massena

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 »

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 »

Arnerich Massena Welcomes Shelly Kapoor as Director of Operations

Arnerich Masssena is excited to announce that Shelly Kapoor has joined the firm as director of operations. Ms. Kapoor will be responsible for firm-wide day-to-day operations and cross-departmental coordination of client and internal deliverables. She comes to us with more than 15 years of experience in the finance industry, and an additional five years of consulting, human resources, and operational experience (read her full biography here). We are very excited to have this talented professional and demonstrated leader on our team and looking forward to streamlining and elevating our operational capabilities – and ultimately better serving our clients. Read more »

Arnerich Massena Publishes White Paper: Investment Committees: More than the sum of their parts

We are pleased to announce the publication of a new white paper: Investment Committees: More than the sum of their parts. The paper discusses how an investment committee’s ability to function as a team can impact the performance of their investment portfolio, and provides strategies for committees to strengthen their decision-making and group processes in order to ultimately improve outcomes. Read more »

Arnerich Massena’s Katherine Fox Featured in Portland Business Journal’s Estate and & Charitable Planning Guide

Arnerich Massena’s philanthropic advisor, Katherine Fox, introduces Portland Business Journal readers to the idea of philanthropic advising in an article that recently appeared in the Journal’s Estate & Charitable Planning Guide. In “Deepening Relationships Through Philanthropic Advising,” Katherine Fox discusses why this service is important and how it can fulfill clients’ long-term needs. “Our belief in the power of philanthropy led us to create our newest service offering: comprehensive philanthropic advising focused on empowering our clients to become more effective, educated, and engaged donors,” she notes in the article. “As advisers with a deep knowledge of the principles that guide effective non-profits and extensive experience conducting due diligence on a wide variety of organizations, our skill set makes us uniquely positioned to help clients access and evaluate the non-profit landscape within their chosen issue area.” Read more »

Arnerich Massena’s Director of HR Alicia Johnston Discusses the Wellness Gap in The Portland Business Journal

What do employer benefits look like these days, and what role do they play in attracting and retaining talent? Alicia Johnston, director of HR, was recently featured in The Portland Business Journal article, “How Oregon Works: Alicia Johnston of Arnerich Massena on bridging the wellness gap,” in which she spoke with managing editor Andy Giegerich about these and other benefits issues. Read more »