SELLWOOD INVESTMENT PARTNERS LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 164696). Regulatory assets under management: $2.3B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Brett Ronald Schneider | DIRECTOR - WEALTHSPIRE | — |
| Veronica Ei Chun Moo | DIRECTOR - WEALTHSPIRE | — |
| Michael Anthony Lamena | CHIEF EXECUTIVE OFFICER - WEALTHSPIRE | — |
| Carl Edward Nelson | PRESIDENT - WEALTHSPIRE | — |
| Michael Edmond Goss | PRESIDENT - FIDUCIENT ADVISORS LLC | — |
| Robert Jay Hilzenrath | DIRECTOR - WEALTHSPIRE | — |
| Brad Leighton Long | CHIEF INVESTMENT OFFICER - WEALTHSPIRE INSTITUTIONAL | — |
| Brian J Yu | COMPLIANCE | — |
| Lisa Marie Moceri | CHIEF OPERATING OFFICER - WEALTHSPIRE INSTITUTIONAL | — |
| Charles Joseph Waibel | MANAGING MEMBER, MANAGING PRINCIPAL | — |
| Kevin Rothwell Raymond | MEMBER, PRINCIPAL | — |
| Ryan Wade Harvey | MEMBER, PRINCIPAL | — |
| Ashlee Devina Moehring | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| Nicholas Andrew Woodward | MEMBER, PRINCIPAL | — |
| Ryan Edward Fitzgerald | MEMBER, PRINCIPAL | — |
| WAIBEL CHARLES JOSEPH | MANAGING MEMBER, CONSULTANT, MANAGING PRINCIPAL; MANAGING MEMBER, MANAGING DIRECTOR; MANAGING MEMBER, MANAGING PRINCIPAL | — |
| MOEHRING ASHLEE D | MEMBER, DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| RAYMOND KEVIN ROTHWELL | MEMBER, CONSULTANT, PRINCIPAL; MEMBER, DIRECTOR; MEMBER, PRINCIPAL | — |
| HARVEY RYAN WADE | MEMBER, CONSULTANT, PRINCIPAL; MEMBER, DIRECTOR; MEMBER, PRINCIPAL | — |
| MOEHRING ASHLEE DEVINA | MEMBER, CONSULTANT, PRINCIPAL, CHIEF COMPLIANCE OFFICER; MEMBER, DIRECTOR, CHIEF COMPLIANCE OFFICER; MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| Woodward Nicholas Andrew | MEMBER, CONSULTANT, PRINCIPAL; MEMBER, PRINCIPAL | — |