Author Archives: Arnerich Massena

Arnerich Massena Announces Consultant Luka Arnerich Has Earned the Chartered Alternative Investment Analyst (CAIA®) Designation

We are pleased to announce that consultant Luka Arnerich has earned his Chartered Alternative Investment Analyst® (CAIA®) designation. The CAIA® designation is the globally recognized credential for professionals managing, analyzing, distributing, and regulating alternative investments, and demonstrates deep knowledge, expertise, and credibility in alternative investing. Read more »

Arnerich Massena Ranks in the Top 3 of The Portland Business Journal’s List of Oregon & SW Washington Money Management Firms

Arnerich Massena is listed in the top three of the 2019 List of Oregon and SW Washington Money Management Firms published by The Portland Business Journal. This marks the sixth consecutive year Arnerich Massena has been one of the top five firms listed. The list will be featured as part of The Portland Business Journal’s “2019 Wealth Management & Financial Services Guide.” Read more »

Watch Arnerich Massena’s Second Quarter 2019 MarketCast

Arnerich Massena’s second quarter 2019 MarketCast is available for viewing. In this MarketCast, Co-CIO Bryan P. Shipley, CFA, CAIA, delivers a brief introduction; senior research analyst Arthur Coyne, CFA, provides a look at the second quarter of 2019, with an economic overview and market commentary, and senior investment advisor Reegan Rae, CPWA®, discusses what this means for client portfolios. Read more »

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 »

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 »

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 »

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 »

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 »