Arnerich Massena

Arnerich Massena Announces New Members of the Board of Directors and Principals, and a Promotion: Arthur Coyne, CFA, and Ryland Moore

Portland-based investment firm Arnerich Massena announced today two new members of the Firm’s Board of Directors. Arthur Coyne, CFA, senior research analyst, has been named secretary of the Board. Ryland Moore has been promoted to director of business development and will also join the Board of Directors. Both Coyne and Moore have also been named … Read more

Written by OBM Team

Arnerich Massena Announces Chris Van Dyke, CFA, CAIA, Promoted to Senior Consultant

Portland-based investment firm Arnerich Massena announced today that Chris Van Dyke, CFA, CAIA, has been promoted to a senior consultant position in the firm. As a senior consultant, Chris Van Dyke consults to public, private, and not-for-profit organizations in the firm’s institutional group. He brings experience to all aspects of investment consultant and provides expertise … Read more

Written by OBM Team

Arnerich Massena Announces Ryan Cunningham, CAIA, Promoted to Senior Consultant

Portland-based investment firm Arnerich Massena announced today that Ryan Cunningham, CAIA, has been promoted to a senior consultant position in the firm. As a senior consultant for the company’s institutional practice, Mr. Cunningham consults to corporate defined contribution plans, pension plans, non-profit endowments and foundations, and wealth management. He brings his experience to bear on … Read more

Written by OBM Team

Arnerich Massena Announces Reegan Rae, CPWA®, Made Principal and Promoted to Senior Investment Advisor

Portland-based investment firm Arnerich Massena announced today that Reegan Rae, Certified Private Wealth Advisor®, has been made a principal of the firm and promoted to a senior investment advisor position in the firm. As a senior investment advisor, Ms. Rae assists in the development, execution, and ongoing management of client portfolio investment programs, coordinating client … Read more

Written by OBM Team

Arnerich Massena Publishes New White Paper: Retirement Plan Best Practices: Plan Design

Portland-based investment firm Arnerich Massena, an independent investment advisory firm specializing in retirement plan consulting services, endowment & foundation, private wealth management, and impact investing strategies, has published its latest white paper, Retirement Plan Best Practices: Plan Design. The white paper is the second in a five-part series outlining retirement plan best practices; the series … Read more

Written by OBM Team

Arnerich Massena Announces Corrie Oliva, CFA, Promoted to Senior Consultant

Portland-based investment firm Arnerich Massena announced today that Corrie Oliva, CFA, has been promoted to a senior consultant position in the firm. As a senior consultant, Corrie Oliva consults to corporate, public, and not-for-profit organizations in Arnerich Massena’s institutional group. She brings her experience to bear in defined benefit and defined contribution plan management, including … Read more

Written by OBM Team

Arnerich Massena Welcomes Glen Goland, JD, CFP, as Senior Wealth Strategist

Portland-based investment firm Arnerich Massena announced today the hire of Glen Goland, JD, CFP, as senior wealth strategist. Mr. Goland will provide advice in financial planning and specialty areas, serving as technical expert and resource on matters of estate, wealth transfer, tax, and financial planning. He will work closely with Arnerich Massena’s wealth management advisory … Read more

Written by OBM Team

Arnerich Massena Announces New Principal Terri Schwartz

Portland-based investment firm Arnerich Massena announced today that Terri Schwartz has joined the shareholders of the firm. On January 9, 2017, the firm announced its transition to 100% employee ownership; a group of senior employees now share equity ownership of the firm. Ms. Schwartz, managing director of institutional services and business development, is a member … Read more

Written by OBM Team