Category Archives: Firm updates

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’s White Paper Featured in Nonprofit Association of Oregon Newsletter: Investment Committees: More than the Sum of their Parts

The Nonprofit Association of Oregon recently featured Arnerich Massena’s white paper, Investment Committees: More than the sum of their parts in its May 2019 issue of Oregon’s Nonprofit Digest. We’re pleased to share this paper, which discusses how an investment committee’s ability to function as a team can impact the performance of their investment portfolios. Based on wide-ranging research and direct experience, we provide strategies for committees to strengthen their decision-making and group processes in order to ultimately improve outcomes. 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 »

“A Decade Long Proof Statement”: Real Leaders Podcast interviews Tony Arnerich and Bryan Shipley, CFA, CAIA, about impact investing

“Opportunities are everywhere,” Tony Arnerich remarks as he launches into an in-depth discussion with Real Leaders podcast host Kevin Edwards and co-CIO Bryan Shipley, CFA, CAIA. “Let’s go, let’s start funding, let’s use our incredible analytical skills and history and experience to go sort out the nuggets in the industry that are doing something meaningful in sustainability, in socially responsible, in impact investing. We went out and found them, we funded them, we seeded them.” Tony, Bryan, and host Kevin sat down for a live interview discussing impact investing, climate change, and what it means to be a real leader in this area. Tony and Bryan shared Arnerich Massena’s impact investing story – a “decade-long proof statement” demonstrating how ten years of impact investing persistence is coming to fruition. “The great thing about today relative to the past is that the marketplace has just grown up so much – there are more vehicles for clients to invest in who have interest in the space, there’s definitely more understanding,” Bryan notes. Read more »

Tony Arnerich and Bryan Shipley, CFA, CAIA, on Real Leaders Podcast – Coming Soon!

Co-CIOs Tony Arnerich and Bryan Shipley, CFA, CAIA, were recently featured as guests on the Real Leaders podcast. They sat down with host Kevin Edwards for live interview discussing impact investing, climate change, and what it means to be a real leader in this space. Look for the full podcast coming soon; in the meantime, Real Leaders’ Kevin Edwards provides a brief recap:

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 Employees Tour Randall Children’s Hospital NICU

Randall Children’s Hospital at Legacy Emanuel Medical Center recently invited Arnerich Massena employees to tour their Neonatal Intensive Care Unit (NICU). Arnerich Massena’s Terri Schwartz, managing director of institutional services and business development, has served on the board of the Randall Children’s Hospital Foundation for two years and arranged the visit as an opportunity for Arnerich Massena staff to see directly the amazing work this facility is doing, much of it thanks to philanthropic donations from the community. 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 »