Category Archives: Firm updates

Arnerich Massena is Excited to Announce Bryan Shipley, CFA, CAIA, Has Been Named Co-Chief Investment Officer

We are excited to announce that Bryan Shipley, CFA, CAIA has been named co-chief investment officer of the firm. He will serve alongside Tony Arnerich and share the responsibilities of chief investment officer, providing thought leadership and overseeing the firm’s investment strategy. Tony Arnerich has been working with Bryan for many years and has selected him to help drive the company’s investment approach into the future. Mr. Shipley, who joined Arnerich Massena in 2003, has had a key role in the development and maintenance of the firm’s investment philosophy and research process as head of traditional and real assets, and the move to co-CIO is a natural progression of his work. With a distinguished career of more than 19 years, Mr. Shipley is an accomplished and seasoned investment professional.

Photo by Edward Hermanson

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Arnerich Massena’s I AM Learning Partnership Hosts its First-Ever Summer Community Literacy School

“A student who is low-income and can’t read at grade level by the end of third grade is 13 times less likely to graduate from high school with their peers.” ~ Reading Results

Reading is fundamental to success and happiness, and one of the goals of Arnerich Massena’s I AM Learning Partnership is to help students who are struggling to learn to read. That’s why we are partnering with local non-profit Reading Results to host a summer community literacy school. This is a first-time event for us, and we’re very excited about the possibilities.

Students from Irvington Elementary, Boise-Elliott, King, and Sabin schools will join the I AM Learning Partnership and Reading Results for a six-week summer school program this summer. The program is offered to community families at no charge. Targeting 30 first and second-grade students who are not meeting Oregon state benchmarks, the summer literacy school will provide individual literacy support.

Kate DeGraw, Arnerich Massena’s community service coordinator, remarks, “The new partnership between the I AM Learning Partnership and non-profit Reading Results means that we can reach more students and develop a curriculum to meet individual student needs. Each student will receive very focused literacy intervention.”

Reading Results partners with schools serving low-income students to provide a proven reading intervention program. “We want to provide extra support to these students to make sure they are ready to go when school starts in the fall,” says Jennifer Samuels, executive director of Reading Results. “We’ll provide individualized reading instruction using a lesson plan designed to address any gaps in their knowledge and also to capitalize on the things they are good at.”

Reading Results evaluates children’s “opportunity gap” with individual assessments that make it possible to personalize curriculum. They will also conduct a final assessment at the end of the program to provide a report to the students’ principals and the school district. The goal is to show major gains in literacy.

Samuels adds, “It’s very exciting when multiple organizations align their services to support students to be great readers. That’s why we’re here.”

We look forward to providing updates on the program as it proceeds – stay tuned for more!

For more information about Reading Results, visit https://readingresultspdx.org/

For more information about Arnerich Massena’s I AM Learning Partnership, visit http://arnerichmassena.com/community-service/

 

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Arnerich Massena Publishes New White Paper: Putting Your Mission First: Why non-profits are choosing discretionary advisory services

Putting Your Mission First: Why non-profits are choosing discretionary advisory services is the newest white paper offering from Arnerich Massena, providing research and a discussion about how a discretionary model of investment advisory services can benefit non-profit organizations. “A growing number of non-profit organizations are switching to a discretionary approach to investment services,” says Terri Schwartz, managing director of business development and contributor to the paper. “We want to help organizations understand why the shift is happening and what it may mean for them.” Read more »

Arnerich Massena Sponsors Polo Noir, the Event of the Summer!

Break out the derby hats and fancy summer clothes! Polo Noir is coming up on August 12, 2017 at the Hidden Creek Polo Club in West Linn, Oregon. This second annual Portland polo event promises to be festive and full of excitement. Activities will begin at noon and stretch into the evening, including two polo matches, a divot stomp, music, food, and Oregon wine. Polo Noir will feature a live musical performance from Bruce Hornsby and the Noisemakers and Redray Frazier! As with last year’s event, Polo Noir is committed to supporting the Children’s Cancer Association and Harper’s Playground. Read more »

Arnerich Massena’s Charitable Planning and Impact Investing Featured in Oregon Business Magazine

“Portland investment advisory firm Arnerich Massena helps high net worth clients grow their assets. Then, when it’s time, Arnerich Massena helps them share the wealth.” The Oregon Business Magazine article, featured in the June issue, illustrates two pathways for making an impact: philanthropic giving and impact investing, and explains how Arnerich Massena facilitates both. Read more »

Arnerich Massena’s I AM Learning Partnership prepares for its summer programs

Arnerich Massena’s I AM Learning Partnership is preparing to celebrate some endings and also some exciting new beginnings. Our 2016-17 school-year programs at Irvington School are concluding as we rapidly approach the last day of school. This year, the programs helped more than 100 Irvington students improve their skills in reading, math, science, and homework completion, while also providing mentorship to adolescent girls. Read more »