WINDERMERE INVESTMENT ASSOCIATES INC of PORTLAND, OR is an SEC-registered investment adviser (CRD 109384). Regulatory assets under management: $106.9M.
| Name | Role | Location |
|---|---|---|
| JACOB NANCY LOUISE | PRESIDENT | — |
| YORK LAURA JEAN | CHIEF ADMINISTRATIVE OFFICER & COMPLIANCE OFFICER; CHIEF OPERATING OFFICER & COMPLIANCE OFFICER | — |
| DONAHUE SEAN EDWARD | BENEFICIAL OWNER | — |