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Arnerich Massena Announces Corrie Oliva, CFA, Promoted to Senior Consultant

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.

Arnerich Massena Welcomes Glen Goland, JD, CFP, as Senior Wealth Strategist

Portland-based investment firm Arnerich Massena announced today the hire of Glen Goland, JD, CFP, as senior wealth strategist. Mr. Goland will provide advice in financial planning and specialty areas, serving as technical expert and resource on matters of estate, wealth transfer, tax, and financial planning. He will work closely with Arnerich Massena’s wealth management advisory team to provide comprehensive wealth planning services to clients.
 
Glen Goland has more than 15 years of experience in the financial industry. Prior to joining Arnerich Massena, he served as wealth advisor for Confluence Wealth Management, counseling families and small businesses on all aspects of investment and financial planning matters as a registered investment advisor. Previously, he also served as associate attorney for Samuels Yoelin Kantor, LLP, practicing estate planning law, and as law clerk for Squillace & Associates, PC. Mr. Goland earned his J.D. from Suffolk University Law School, cum laude. He is a Certified Financial Planner and was previously licensed to practice law in the states of Oregon and Massachusetts. He is a former FINRA Series 6, 7, and 66 license holder, and former life, accident, and health insurance license holder.
 
Dave Nute, CEO, is pleased to welcome Glen Goland to the team. “We’re thrilled that Glen is joining us. As we build out our wealth planning services to provide a comprehensive service package to our clients, Glen will be a valuable member of that team. His knowledge and expertise of estate and tax planning brings our service capabilities to the next level.” Nute continues, “We are very excited to be the single point of contact for our clients’ complete financial needs, spanning from investment advice to estate planning to donor assistance services. Hiring Glen Goland illustrates our commitment to creating a new model of wealth planning services that will better meet our clients’ needs.”
 
Mr. Goland is pleased to be joining Arnerich Massena: “I have known Arnerich Massena by reputation, and the firm is highly respected for its depth of investment research and for having excellent client service. I’m looking forward to being part of this extraordinary team; I think the experience I bring to the table is a perfect fit for Arnerich Massena clients.”
 
This announcement reflects Arnerich Massena’s commitment to the continued growth and expansion of the firm’s wealth management team and services, bringing a heightened level of benefits to clients.
 

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.

Arnerich Massena Announces New Principal Terri Schwartz

Portland-based investment firm Arnerich Massena announced today that Terri Schwartz has joined the shareholders of the firm. On January 9, 2017, the firm announced its transition to 100% employee ownership; a group of senior employees now share equity ownership of the firm. Ms. Schwartz, managing director of institutional services and business development, is a member of this shareholder group and will also now serve on the firm’s Board of Directors.

Terri Schwartz initially worked with Arnerich Massena during its founding years. She now provides oversight of the firm’s institutional services division, including services to corporate retirement plans and non-profit clients. Ms. Schwartz has 30 years of industry experience, having previously served as director of Consultant Relations for Cutwater Asset Management, a BNY Mellon company, and as a financial consultant/principal and director of client relations at Northwest Capital Management. Ms. Schwartz is a member and mentor with Portland’s Women in Investment Management, a group that she co-founded. She also serves as a board member of the Portland American Cancer Society, which works to fight back against cancer.

Terri is looking forward to the future of Arnerich Massena and her role as principal: “After 30 years in this industry, I can say with confidence that we have an exceptional team and an outstanding service model. I am very excited about our future.”

Dave Nute, CEO, said “We are very fortunate to have Terri as a partner. Her experience, industry acumen, and wealth of knowledge will be invaluable in guiding this firm into the future and continuing to grow our institutional practice.” He notes, “Our firm has a history of outperformance and innovation, and Terri is well poised to help continue our legacy.”

Founder Tony Arnerich, who has known Terri since they started working together nearly 30 years ago, has complete confidence in her. “I am proud to have Terri as a partner!” he said. “Terri knows this industry thoroughly. We are lucky to have her helping to guide the firm.”

The recent management buyout of the firm will allow the 25-year-old investment firm to retain its independence, maintain the highest level of client service, and continue to provide forward-looking investment advice.

 

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.

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