Checking in with the managing director of Arnerich Massena.
Sheree Arntson
Managing Director
Arnerich Massena
What I’m reading
Killing Jesus by Bill O’Reilly & Martin Dugard. Fascinating read, a great history lesson.
Advice for young people
I would advise young people to truly get to know their clients on a personal level. Understanding my clients’ personal interests, family needs, hardships, businesses, hobbies and political views helps me recommend an investment structure that is more meaningful. It’s easy to get caught up in portfolio construction, but ultimately we need to remember that it’s about the client and their personal well-being.
Business role model
Dan Wieden, co-founder of Wieden+Kennedy and part owner of Arnerich Massena.
What I’m watching
Mud. Matthew McConaughey’s performance was riveting, and the story line was original and unexpected. It was the first movie in a while that neither of my kids had picked.
Where would you like to see the company in five years?
Our goal is to see the company retain its independence and excellence as it transitions into the next generation of ownership and leadership. Mostly, I want to share our value proposition with clients. We offer something pretty special in terms of our forward-looking investment philosophy and client service mentality.
What motivates you to come to work every day?
My clients.
Latest download
The Viber app, which lets me make free calls and texts to other users on any device and in any country.
Our ranking of Oregon’s top financial planners/ money managers ranked by Oregon assets under management
RANKED BY OREGON ASSETS UNDER MANAGEMENT (AUM) | ||||||
RANK | NAME | ADDRESS / PHONE | SENIOR EXECUTIVE(S) | OR / TOTAL AUM | OR LICENSED PROS / EMPLOYEES | SPECIALTIES |
1 | Wells Fargo | 1300 S.W. 5th Ave., 18th Floor Portland 97201 503.886.2377 | Jeff Grubb, Kirk Mandlin, April Sanderson | $13.3B $1.58T | 169 330 | Full-service and online brokerage, asset management, wealth and estate planning, retirement planning, equity research, portfolio analysis and management |
2 | Arnerich Massena, Inc. | 2045 N.E. Martin Luther King Jr. Blvd. Portland 97212 503.239.0475 | Tony Arnerich, Sheree Demers-Arntson | $9.5B $22B | 12 59 | High-net-worth individuals and families, endowments/foundations, employer-sponsored retirement plans |
3 | Ferguson Wellman Capital Management | 888 S.W. 5th Ave., Ste 1200 Portland 97204 503.226.1444 | James Rudd, Steve Holwerda | $4B $4B | 17 43 | Investment management for individuals and institutions using customized portfolios |
4 | D.A Davidson & Co. | 1300 S.W. Fifth Ave., Ste 600 Portland 97204 503.525.3600 | Lonn Ensing, Doug Woodcock | $3.9B $46B | 50 135 | Investment banking, research, sales & trading, personalized advice on investments, including financial planning |
5 | The Private Client Reserve of U.S. Bank | 111 S.W. 5th Ave., Ste 600 Portland 97204 503.275.6588 | Ted Austin | $2.3B $119.7B | 9 80 | Wealth management advisors providing customized, integrated investment, private banking, private mortgage, personal trust, charitable and planning services |
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