Bryn Heyser Torkelson
Algemeen Directeur bij Deschutes Portfolio Strategy LLC
Profiel
Mr. Bryn H.
Torkelson is a Founder & Chief Investment Officer at Deschutes Portfolio Strategy LLC.
He advises retirement plans, foundations, and high net worth individuals while managing the company’s strategic vision and growth.
He oversees the firm’s investment research and is the head of the investment committee.
He is also the founder and portfolio manager of the Matisse Absolute Return limited partnership, and co-portfolio manager of the Matisse Discounted Closed-End Fund Strategy.
He started in the investment industry in 1981 as a broker with Smith Barney in Seattle.
He later moved to Boetcher & Co. and became a limited partner prior to the firm’s acquisition by Kemper.
In 1997, after an affiliation with Dain Bosworth, he founded Matisse Capital as a registered investment advisory firm.
He attended the University of Oregon and received a Bachelors of Science in Finance.
Actieve functies van Bryn Heyser Torkelson
| Bedrijven | Functie | Begin |
|---|---|---|
Deschutes Portfolio Strategy LLC
 Deschutes Portfolio Strategy LLC Investment ManagersFinance Deschutes Portfolio Strategy LLC, dba Matisse Capital (Matisse), is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded by Bryn Torkelson in 1997. Matisse serves as the investment manager of Matisse Funds, which includes two publicly traded open-ended mutual funds. The firm separately provides fee-based investment advisory and consulting services to individuals, employers, and nonprofits. | Algemeen Directeur | 01-01-1997 |
Eerdere bekende functies van Bryn Heyser Torkelson
| Bedrijven | Functie | Einde |
|---|---|---|
| Smith Barney & Co., Inc. | Corporate Officer/Principal | 09-08-2011 |
| Dain Bosworth, Inc. | Corporate Officer/Principal | 28-02-1997 |
| Boettcher & Co. | Corporate Officer/Principal | - |
Deschutes Investment Advisors, Inc.
 Deschutes Investment Advisors, Inc. Investment ManagersFinance Founded in 1997, Deschutes Investment Advisors, Inc. is a registered investment advisor located in Portland, Oregon. The firm is also known as Deschutes Portfolio Strategies. Their clients include high net-worth, individuals, families, corporate boards, 401(k) or pension boards, foundations, endowments, trusts and charitable organizations. | President | - |
Opleiding van Bryn Heyser Torkelson
| University of Oregon | Undergraduate Degree |
Ervaring
Beklede functies
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Deschutes Investment Advisors, Inc.
Deschutes Investment Advisors, Inc. Investment ManagersFinance Founded in 1997, Deschutes Investment Advisors, Inc. is a registered investment advisor located in Portland, Oregon. The firm is also known as Deschutes Portfolio Strategies. Their clients include high net-worth, individuals, families, corporate boards, 401(k) or pension boards, foundations, endowments, trusts and charitable organizations. | Finance |
| Dain Bosworth, Inc. | Finance |
| Boettcher & Co. | |
| Smith Barney & Co., Inc. | Finance |
Deschutes Portfolio Strategy LLC
Deschutes Portfolio Strategy LLC Investment ManagersFinance Deschutes Portfolio Strategy LLC, dba Matisse Capital (Matisse), is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded by Bryn Torkelson in 1997. Matisse serves as the investment manager of Matisse Funds, which includes two publicly traded open-ended mutual funds. The firm separately provides fee-based investment advisory and consulting services to individuals, employers, and nonprofits. | Finance |
