Portland-based investment firm Arnerich Massena announced today that Karl Hausafus, J.D., has rejoined the firm as general counsel and chief compliance officer. Mr. Hausafus has overall responsibility for the legal and compliance functions of the firm (he previously served Arnerich Massena in this capacity from 2010 to 2016). Karl Hausafus has also been named a principal of the firm, joining the company’s shareholder group.
Tony Arnerich, founder and co-CIO, states, “We are thrilled to have Karl rejoin our team. His strategic insight and the depth of his knowledge are invaluable. I am excited to welcome him to the shareholder group, and we all look forward to his future contributions.” Co-CIO Bryan Shipley, CFA, CAIA, adds, “Karl understands the intricacies of our business and industry, and brings a profound integrity to a job that is all about integrity.”
Karl Hausafus, J.D. brings more than 15 years of experience in the financial industry. Mr. Hausafus most recently served as chief legal officer for Saturna Capital and as general counsel and chief compliance officer for the Oregon State Treasury. Prior to his original tenure with Arnerich Massena, he served as general counsel and chief compliance officer of Compass Holdings, LLC, and as senior associate attorney with Preston Gates & Ellis, LLP, where he advised both public and private companies on general securities and business issues. Mr. Hausafus earned his Juris Doctorate from Northwestern School of Law of Lewis & Clark College and holds a Bachelor of Science in marketing and business management from the University of Oregon. He is a former FINRA Series 7 and 24 license holder, and current FINRA Series 66 license holder. Read his complete biography here.
Karl Hausafus is also excited about returning to Arnerich Massena. “This is an exceptional firm with an unwavering commitment to quality and integrity and a unique culture. I’m excited to return and join the team.”
About Arnerich Massena Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing private clients, endowments, foundations, charitable organizations, trusts and estates, and corporate pension and profit sharing plans. The firm provides traditional portfolio management and investing for clients, and is also widely known for successfully investing in high-impact areas like water resources, sustainable agriculture, fishing, healthcare, and clean energy technology. Arnerich Massena strives to be a business that exemplifies both corporate citizenship and professional service, and has received awards for its innovations in corporate philanthropy. More information is available at www.arnerichmassena.com.
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