WINDERMERE INVESTMENT ASSOCIATES, LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 131224). Regulatory assets under management: $18.9M.
| Name | Role | Location |
|---|---|---|
| LOCKSHIN STEVEN DAVID | CHIEF EXECUTIVE OFFICER; CO-CHIEF EXECUTIVE OFFICER | — |
| PUTTERMAN ANDREW | CO-CHIEF EXECUTIVE OFFICER | — |
| ELLIOTT DAVID BRUCE | CHIEF COMPLIANCE OFFICER | — |
| JACOB NANCY LOUISE | PRESIDENT | — |
| YORK LAURA JEAN | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |