Teams of specialists backed by innovative technology

Bill Woodruff, CAIA
Bill Woodruff
Bill Woodruff, CAIA

Bill lives and works in Lake Oswego where he's raising three boys with his wife Nicole. He enjoys coaching youth sports, reading, golf, basketball, photography, reading, solving problems & cooking.

  • 20+ years of investing experience 

  • Bandon Capital Management - Founder & CIO​

  • Fortress / Logan Circle Partners - Managing Director

  • Beacon Investment Group - Trader & Portfolio Manager

  • Arnerich Massena - Senior Analyst

  • University of Portland - BBA Finance

Brie Valant
Brie Valant
Brie Valant

  • 16+ years of investment services experience 

  • NewFocus Financial Group

  • Cairn Investment Group

  • Bandon Capital Management

  • Beacon Investment Group

  • Heritage Capital Management

Tyson Edwards
Tyson Edwards
Tyson Edwards

  • 16+ years of financial and technical experience 

  • Stratus - Director of Finance​ & Business Intelligence

  • KinderCare - Sr. Financial Analyst

  • Lime Financial - Sr. Financial Analyst

  • Linfield College - Bachelor Degree: Finance