Sheree Demers Arntson
Vorstandsvorsitzender bei Allium Financial Advisors LLC
Ursprung des Netzwerks ersten Grades von Sheree Demers Arntson
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Arnerich Massena, Inc.
 Arnerich Massena, Inc. Investment ManagersFinance Arnerich Massena, Inc. is an employee-owned registered investment advisory firm headquartered in Portland, Oregon. The firm was founded by Tony Arnerich in 1991. They provide discretionary management and non-discretionary advisory services to high net-worth individuals and families, endowments and foundations, and corporations. Arnerich Massena is a signatory of the internationally recognized United Nations-supported Principles for Responsible Investment (UN PRI).
35
| Private Company | Investment Managers | 35 |
Allium Financial Advisors LLC
 Allium Financial Advisors LLC Investment ManagersFinance Allium Financial Advisors LLC is a certified financial planner firm that was founded in 2016. The private company is based in Lake Oswego, OR. The company works with families, individuals, business owners, endowments, foundations, and retirement plan sponsors to offer tailored financial advice. The company's investment philosophy involves proactive, diversified investing with a long-term perspective that aims to preserve and grow clients' capital. The company manages risk through diversification, active management, and rebalancing. Allium Financial Advisors provides exclusive access to a wide range of carefully selected alternative investments designed to enhance return and lower portfolio volatility. The company empowers their clients to make great financial decisions, managing everything from portfolio management to estate planning. Sheree Demers Arntson has been the CEO of the company since 2017.
1
| Private Company | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Sheree Demers Arntson
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| University of Oregon | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Oregon State University | College/University | Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
| Portland State University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Lewis & Clark College (Oregon) | College/University | Undergraduate Degree Graduate Degree | |
CTC Consulting LLC
 CTC Consulting LLC Investment ManagersFinance CTC Consulting is a premier investment consulting firm recognized for its proven ability to formulate investment strategies and its deep research capabilities focused on high-net-worth clients. Harris myCFO, LLC is a leading provider of integrated investment and wealth advisory, implementation, and reporting services for high-net-worth clients. Clients of the combined entity will be able to take advantage of a broader, deeper scope of services all backed by the financial strength of BMO Financial Group. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Portland | College/University | Undergraduate Degree Undergraduate Degree | |
3x5 Partners LLC
 3x5 Partners LLC Investment ManagersFinance 3x5 Partners LLC (3x5 Partners) is a venture capital firm founded in 2011 by Tony Arnerich and Nicholas Walrod. The firm is headquartered in Portland, Oregon. | Investment Managers | Chief Operating Officer Founder | |
| University of Michigan | College/University | Doctorate Degree Undergraduate Degree | |
Rain Capital Management LLC
 Rain Capital Management LLC Investment ManagersFinance Rain Capital Management LLC (Rain) is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was co-founded by David Reichle, C. Ellen Kim and Chris Abbruzzese in 2011. Rain offers investment advisory and portfolio management services to families, private foundations, and non-profit organizations. | Investment Managers | Founder Compliance Officer | |
| Dancing Moon Farm | Corporate Officer/Principal | ||
IMS Capital Management, Inc.
 IMS Capital Management, Inc. Investment ManagersFinance IMS Capital Management, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 1988 by Carl Marker and primarily provides investment advice, portfolio management and wealth management services to individuals, high net-worth individuals, insurance companies, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Investment Managers | Analyst-Equity | |
Morrison Street Capital LLC
 Morrison Street Capital LLC Investment ManagersFinance Morrison Street Capital LLC is a real estate investment management firm founded in 2002 by Rance Stephen Gregory. The firm is headquartered in Portland. | Investment Managers | Public Communications Contact | |
| Missouri State University | College/University | Undergraduate Degree | |
| The University of Texas at Austin | College/University | Graduate Degree | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree | |
| Pacific Northwest College of Art | College/University | Corporate Officer/Principal | |
| Gorge Grown Food Network | Director/Board Member | ||
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Securus Medical Group, Inc.
 Securus Medical Group, Inc. Medical SpecialtiesHealth Technology Securus Medical Group, Inc. develops clinical tools to monitor core body temperature within body cavities. The firm develops tissue temperature monitoring and mapping systems. The company was founded by John T. Garibotto on June 24, 2011 and is headquartered in Cleveland, OH. | Medical Specialties | Director/Board Member | |
| Western Washington University | College/University | Undergraduate Degree | |
Verus Advisory, Inc.
 Verus Advisory, Inc. Investment Banks/BrokersFinance Verus Advisory, Inc. provides investment consulting services. Its services include investment policy development, manager searches, asset allocation, and performance evaluation. The company was founded by William Wurts in 1986 and is headquartered in Seattle, WA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Bonum Therapeutics, Inc.
 Bonum Therapeutics, Inc. Miscellaneous Commercial ServicesCommercial Services Bonum Therapeutics, Inc. is a privately held American company that focuses on generating a new class of therapeutics based on a proven technology platform. Bonum Therapeutics is based in an undisclosed location and was founded in 2022 by the Good Therapeutics team. The company's technology utilizes principles of allosteric regulation to create highly active and less toxic medicines, which can be applied to a wide range of therapeutic areas, including oncology, autoimmunity, metabolic disorders, and pain management. The company's molecules combine a sensor component directed against a specific biological marker and a therapeutic component. The company is backed by a group of leading venture investors, including Codon Capital, Roche Venture Fund, RiverVest Venture Partners, 3x5 Partners, Digitalis Ventures, and Vivo Capital. The company was founded by John Mulligan, who has been the CEO since incorporation. | Miscellaneous Commercial Services | Director/Board Member | |
| University of Delaware | College/University | Undergraduate Degree | |
| ADVENT SOFTWARE, INC. | Information Technology Services | Sales & Marketing | |
| University of California, Davis | College/University | Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
Claros Technologies, Inc.
 Claros Technologies, Inc. Miscellaneous Commercial ServicesCommercial Services Claros Technologies, Inc. is an advanced materials company that designs and develops sustainable materials and solutions for a circular economy. The company is based in St. Paul, MN and was founded by Michelle Bellanca and Abdennour Abbas. The company has pioneered remarkable technology that’s embedded into textile fibers at the molecular level. The company's mission is to use the latest advancements in science and engineering to innovate solutions that enable sustainable use, recovery, and reuse of natural resources. The company offers claros zioshield and ziofresh antimicrobial products, which may not be available in all areas. Michelle Bellanca has been the CEO since incorporation. | Miscellaneous Commercial Services | Director/Board Member | |
Source Global LLC
 Source Global LLC Information Technology ServicesTechnology Services Source Global LLC provides information technology outsourcing services. It is a subsidiary of Phoenix India Acquisition Corp. The company is headquartered in New York City, NY | Information Technology Services | Director/Board Member | |
Fervo Energy Co.
 Fervo Energy Co. Engineering & ConstructionIndustrial Services Fervo Energy commercializes geothermal technologies to operate geothermal assets. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA. | Engineering & Construction | Director/Board Member | |
Good Therapeutics, Inc.
 Good Therapeutics, Inc. Pharmaceuticals: MajorHealth Technology Good Therapeutics, Inc. operates as a biotechnology company. It develops "context-dependent" protein drugs that sense biomarkers and respond with a therapeutic activity. The company was founded by John Mulligan in 2016 and is headquartered in Seattle, WA. | Pharmaceuticals: Major | Director/Board Member | |
| RUBICON TECHNOLOGIES, INC. | Packaged Software | Director/Board Member | |
| SMART WIRES TECHNOLOGY LTD. | Electrical Products | Director/Board Member | |
Smart Wires, Inc.
 Smart Wires, Inc. Engineering & ConstructionIndustrial Services Smart Wires, Inc. operates as an energy grid solutions company. It specializes in energy integration, transmission, and congestion management. The company was founded by Woddy Joe Gibson in 2010 and is headquartered in Durham, NC. | Engineering & Construction | Director/Board Member | |
Fish People Corp.
 Fish People Corp. Food DistributorsDistribution Services Fish People Corp. sells fish and seafood's. Its products include seafood kits, soups, entrees, frozen seafood fillets and for chefs. The company is headquartered in Portland, OR. | Food Distributors | Director/Board Member | |
| London School of Economics & Political Science | College/University | Undergraduate Degree | |
BC Investment Management Corp.
 BC Investment Management Corp. Investment ManagersFinance BC Investment Management Corp. (BCI) is an independent, Canadian investment advisor headquartered in Victoria, British Columbia. The firm was founded in 1999 and is also known as British Columbia Investment Management Corp. BCI provides investment management services to British Columbia's public sector clients, which includes public sector pension plans, insurance funds, and various special purpose funds. | Investment Managers | Corporate Officer/Principal | |
| Robert R. McCormick School of Engineering & Applied Science | College/University | Undergraduate Degree | |
| Yarg Foundation | Director/Board Member | ||
| Kellogg School of Management | College/University | Masters Business Admin | |
The Northwest Area Foundation
 The Northwest Area Foundation Financial ConglomeratesFinance The Northwest Area Foundation engages in the provision of jobs and financial capability for under-resourced communities. The company was founded by Louis W. Hill in 1934 and is headquartered in St. Paul, MN. | Financial Conglomerates | Director/Board Member | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
Bowdoin College
 Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree | |
| Arizona State University | College/University | Undergraduate Degree | |
HighMark Capital Management, Inc.
 HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Investment Managers | Analyst-Equity |
Statistik
International
| Vereinigte Staaten | 49 |
| Vereinigtes Königreich | 2 |
| Kanada | 2 |
Sektoral
| Consumer Services | 22 |
| Finance | 15 |
| Commercial Services | 4 |
| Technology Services | 4 |
| Health Technology | 3 |
Operativ
| Corporate Officer/Principal | 48 |
| Undergraduate Degree | 37 |
| Analyst-Equity | 17 |
| Director/Board Member | 17 |
| Investment Committee Member | 11 |
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