Mark is a portfolio manager and co-manager of Northwest's equity strategies. He has over 17 years of investment experience with positions in commercial lending, portfolio management, and was a Sr. Analyst with Franklin Templeton Mutual Funds. Mark graduated with a BS in Mathematics from Vanderbilt University and received his MBA in Finance from the University of California, at Berkeley. Mark received his Chartered Financial Analyst (CFA) designation in 1994. He has made appearances as a guest lecturer at Charles H. Lundquist College of Business at the University of Oregon and has been a guest on Good Day Oregon. Mark is also a former member of the Board of Directors for the Morrison Center. Mark was recently named a FIVE STAR Wealth Manager in the Portland area for 2011.

Matt is a portfolio manager and co-manager of Northwest's equity strategies. He has over 17 years of investment experience with positions in pension consulting, business valuation, and investment management. He graduated with a BA in Economics from Claremont McKenna College and earned his MA in Economics from the University of California at Santa Barbara. He was awarded the Chartered Financial Analyst (CFA) designation in 1992. Matt has testified on economic development before an Oregon Senate subcommittee and has been a guest on OPB radio regarding local economic matters. He has been an Adjunct Scholar with Cascade Policy Institute in Portland, OR. Matt was recently named a FIVE STAR Wealth Manager in the Portland area for 2011.

John is the manager of our fixed income strategies and has over 20 years of investment experience. He founded a mezzanine financing fund and has served as a Portfolio Manager responsible for private debt and private equity portfolios. He was VP for a boutique investment bank in Portland, responsible for trading and sales of fixed income instruments. He started his career as Assistant Vice President and Corporate Lender for the Bank of New York. John graduated from Middlebury College, with a BA in Economics and earned his MBA in Finance with honors from the University of Oregon. He is past board president of Three Rivers Charter School and of the Oregon Children's Theater. John holds a Series 65 license.

Beth has over 16 years of administrative experience in the financial industry. She started her career at First Interstate Bank and has also worked at Piper Jaffray Inc. among other firms. She holds a BA in History from Santa Clara University. Beth volunteers at Jesuit High School.

Christel brings over 15 years of investment experience working on both the sell side and buy side of the business. She began her career at a boutique brokerage firm in San Francisco, Pacific Growth Equities, working in their corporate finance department. She also has experience in 401(k) sales and portfolio management. Most recently, she owned her own consulting business which focused on helping companies explain their 401(k) plan and enrollment process to their employees. Christel has a BS in Accounting from the University of Colorado and received her MBA in Finance with honors from the University of Oregon. Christel is a volunteer with Financial Beginnings. She holds a Series 65 license.