Author Archives: Arnerich Massena

Watch Arnerich Massena’s Fourth Quarter 2019 MarketCast

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

Arnerich Massena Earns National Recognition for Leadership in Corporate Philanthropy

Arnerich Massena is pleased to announce that the firm is one of 20 financial advisory firms selected for the 2019 Invest in Others Charitable Champions List, which recognizes advisory firms for their exemplary efforts to give back to their communities by promoting a culture of philanthropy among employees and financial advisors. Invest in Others received dozens of applications, which were evaluated blindly by a judging panel comprised of financial advisors. Applications were evaluated on criteria including employee benefits, company and employee philanthropic contributions, and philanthropic events and programs offered by the firms. Read more »

CARES Northwest/Randall Children’s Hospital Foundation wins ninety-nine girlfriends’ Family and Human Services Impact Award

Ninety-nine girlfriends, a collective giving organization of Portland women, has announced the 2019 winners of its Impact Awards! The winners span five categories, and each one will receive a $100,000 grant to move its mission forward in 2020. Grants are awarded based on member votes, and this year saw 95% voter turnout! We are very pleased to announce that the winner in the Family and Human Services Category is CARES Northwest (Child Abuse Response and Evaluation Services), our community’s child abuse response program supported by Randall Children’s Hospital Foundation! Read more »

Arnerich Massena Attends the 2019 National Conversation on Board Diversity

Portland is the newest city to host The 2019 National Conversation on Board Diversity, created by the 20% by 2020 Women on Boards organization. This global advocacy campaign is dedicated to raising awareness about gender balance on corporate and non-profit boards. The group helps to educate women, provide strategic networking and higher visibility, and ultimately educate all organizations about why diversity benefits companies, shareholders, and the economy. Having met their initial goal of 20% of board seats held by women in all Russell 3000 public companies in the U.S., they are expanding efforts to international markets. Read more »

Zero Mass Water: Delivering Impact

The problem: clean, fresh water — it’s one of three basic needs for survival and it’s becoming an increasingly scarce resource.  Water stress is a growing global concern, with approximately 2.1 billion people without access to clean drinking water at home. Facing such a growing issue world-wide, we seek to identify investment opportunities that bridge the nexus between private capital and a distinct impact opportunity, and as such we’re excited to highlight one of our private market companies: Zero Mass Water. Read more »