Author Archives: Arnerich Massena

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 »

Arnerich Massena Publishes White Paper: Women in Investing: Why balanced gender representation on your advisory team helps lead to success

We are pleased to announce the publication of a new white paper: Women in Investing: Why balanced gender representation on your advisory team helps lead to success. While other industries are beginning to see a greater balance between men and women, the financial services industry continues to be heavily male dominated. This paper discusses why the investment industry would benefit from including more female financial professionals and how to foster that change. Read more »

Arnerich Massena’s Senior Wealth Strategist Glen Goland, JD, CFP Speaking at Legacy Health’s Planning Giving Seminar

Legacy Health will be hosting an estate planning seminar on inheritance, presented by Legacy Health’s Office of Philanthropy, and Arnerich Massena’s senior wealth strategist Glen Goland, JD, CFP, is the featured speaker. The seminar will be held on Thursday, February 28, 2019 from 11 a.m. to noon at the Lorenzen Conference Center at Legacy Emanuel Medical Center (2801 N Gantenbein Avenue, Portland, Oregon). Mr. Goland will discuss topics such as including how to ensure assets stay with your family, what to do now to prepare for a future inheritance, and everything you should know about being the executor of an estate. Read more »

Arnerich Massena Hosts Successful Event: Private Equity: Why, What, How?

How can private equity support your portfolio goals, and how can you build a thoughtful, long-term strategy? Private Equity: Why, What, How? The Role of Private Equity in a Portfolio brought together a panel of private equity experts for an in-depth discussion of private equity investing to help answer these questions. The event, hosted by Arnerich Massena at the Multnomah Athletic Club on January 31, was an interesting and informative journey into the world of private equity. Read more »

Arnerich Massena’s Year-End Podcast: What happened in 2018 and what does that mean for 2019?

Arnerich Massena is pleased to introduce our first Research Focus podcast, in which we take a deep dive into our investment research and share our thoughts on the market landscape and investment topics. In this inaugural Research Focus podcast, “What happened in 2018 and what does that mean for 2019?” co-CIO Bryan Shipley, CFA, CAIA, and research analyst Mitch Vogt take a look at what happened last year, and where that leaves us as we move forward into this year. Read more »