Portland, OR

Our Offices Portland, OR Contact US 525 3rd StreetSuite 224Lake Oswego, OR 97034 (866) 752-0430 X-twitter Instagram Facebook-f Linkedin-in Areas of Expertise Pre- and post-liquidity planning Risk mitigation Tax minimization strategies Sudden wealth & inheritance planning Multi-generational Advisory ESG & Impact Investing Let’s Talk Serving the greater portland area The Robertson Stephens Portland office are […]

David Reichle

David is a Managing Director and Principal in the Robertson Stephens Portland office. David’s portfolio management and advisory experience spans more than 25 years and he brings a seasoned perspective to portfolio construction and practice management. Prior to Robertson Stephens, David co-founded Rain Capital. He was the Chief Portfolio Strategist and was responsible for the […]

Wendy Maroun

Wendy is an Associate in the Robertson Stephens Portland office. Wendy brings more than 25 years of experience to the operations role. Prior to Robertson Stephens, Wendy was a Senior Client Service Specialist at Rain Capital. She was charged with managing the daily operations of all client accounts and interacting with service providers. She was […]

Ellen Kim

Ellen is a Managing Director and Principal in Robertson Stephens Portland office. Ellen’s financial industry background has been broad and deep spanning more than 20 years. She has worked with both high net worth and ultra high net worth families in a number of different roles – including advisory, financial planning, analytics and performance measurement. […]

Luz Garcia

Luz is an Associate in the Robertson Stephens Portland office. Luz has more than 20 years of service-related experience in the investment management industry. Prior to Robertson Stephens, Luz was a Senior Client Service Specialist at Rain Capital. At Rain Capital, she supported the daily operations of all client accounts and interacted with service providers. […]

Chris Abbruzzese

Chris is a Senior Vice President in the Robertson Stephens Portland office. Chris brings extensive experience in risk management, investment and operational due diligence, portfolio construction, investment strategy, and capital markets transactions. Prior to Robertson Stephens, Chris co-founded Rain Capital and was the firm’s Chief Investment Officer. He was also Director of Research and Analytics […]