Portland-based investment firm Arnerich Massena announced today that Corrie Oliva, CFA, has been promoted to a senior consultant position in the firm. As a senior consultant, Corrie Oliva consults to corporate, public, and not-for-profit organizations in Arnerich Massena’s institutional group. She brings her experience to bear in defined benefit and defined contribution plan management, including investment menu design and investment manager research. Ms. Oliva also demonstrates thought leadership through speaking engagements, research white papers, and articles.
Terri Schwartz, managing director of institutional services, comments: “This promotion is an acknowledgement of Corrie’s dedication to doing excellent work for her clients. Corrie has an understanding of the retirement plan landscape and how to help plan sponsors navigate through it effectively. She is a very skilled and knowledgeable consultant.”
Corrie Oliva, CFA, has more than 17 years of experience in the financial services industry. Prior to joining Arnerich Massena, she served as the vice president of advisory services for Northwest Capital Management and as a principal and consultant for RVK, Inc. She earned a B.S. in business administration with finance and real estate concentrations cum laude from the University of San Diego and a Master of Science in financial analysis from Portland State University. She has earned the Chartered Financial Analyst designation and is a member of the Portland Chapter of the CFA Society, serving as the Membership/Education Chair of the Board of Directors. She was named to the Top Women Advisors MVP List in 2015 by the National Association of Plan Advisors (NAPA).
“Corrie is a tremendous asset to our clients and to the firm,” says Dave Nute, CEO. “We are pleased to elevate her into a senior position; she demonstrates an incredible depth of knowledge and a full commitment to her work as a consultant.”
About Arnerich Massena
Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing private clients, endowments, foundations, charitable organizations, trusts and estates, and corporate pension and profit sharing plans. The firm provides traditional portfolio management and investing for clients, and is also widely known for successfully investing in high-impact areas like water resources, sustainable agriculture, fishing, healthcare, and clean energy technology. Arnerich Massena strives to be a business that exemplifies both corporate citizenship and professional service, and has received awards for its innovations in corporate philanthropy. More information is available at www.arnerichmassena.com.
- Published in Press Releases