Arnerich Massena Announces David Vaughan Named Firm Chief Information Officer

Portland-based investment firm Arnerich Massena, an independent investment advisory firm specializing in private wealth management, endowment & foundation, corporate consulting services, and impact investing strategies, is pleased to announce that David Vaughan has been named the firm’s chief information officer. David Vaughan oversees Arnerich Massena’s Technology department, guiding infrastructure operations, leading the firm’s cybersecurity program, implementing information technology initiatives, providing department leadership, and managing technology assets and budget.

“David has demonstrated a profound knowledge of the current information technology landscape, and deeply understands Arnerich Massena’s IT architecture and scope of needs,” notes Bryan Shipley, CFA, CAIA, co-CEO. “He is a thought leader when it comes to cybersecurity and has worked hard to ensure that our firm leads the charge in terms of its security infrastructure and processes.”

Tony Arnerich, co-CEO, adds, “David has served as director of technology for many years and has been with the firm for more than 20 years. I’ve had the great pleasure of watching his career unfold, and am pleased to see him step up into a new level of leadership and responsibility. I have full confidence in his ability to fully take the reins of our technology needs. We have very complex technology systems and are dedicated to investing in offering our clients the best in what technology has to offer, and David is the right person to make sure that’s what we’re doing.” He further notes, “Technology is particularly critical during this pandemic period, and he has been pivotal in ensuring that our systems are strong and able to guide us through an extended period of remote working.”

David Vaughan has more than 20 years of experience in information technology and earned his B.S. in computer information systems from Missouri State University. He joined Arnerich Massena in 2000 as information technology administrator and took on a technology leadership position in 2014. He has served as director of technology since 2016 and became a principal of the firm in 2017. Read his complete biography here.

David’s focus as chief information officer will be to maintain state of the art technology infrastructure to support Arnerich Massena’s client services. The firm invests in technology initiatives to acquire, consolidate, and manage data; manage investment portfolio operations; and provide real-time, easy-to-use interfaces for clients, among other tasks and objectives. The company also employs a software engineer to create fully custom technology software solutions tailored specifically to client needs. “My primary objectives,” says Vaughan, “are to build a thoughtful and scalable technology infrastructure which supports our strategic vision and provides all end users, both clients and staff, with the best possible tools along with maintaining a sharp focus on our cybersecurity program. I believe in the work Arnerich Massena is doing to serve our clients and communities, building long-term legacies through intentional investing. We have an exceptional culture that I have enjoyed being part of over the last 20 years, and I’m excited to help the firm continue to grow as we move into the future.”


About Arnerich Massena- Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing endowments, foundations, charitable organizations, private clients, trust and estates, and corporate retirement plans. The firm provides traditional portfolio management and investing, as well as multi-family office services, for clients, and is also widely known for successfully investing in high-impact areas like water resources, sustainable agriculture, fisheries, 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.

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