Matthew John Nicol Roehr
Oprichter bij Northwest Investment Counselors LLC
Profiel
Mr. Matthew J.
Roehr, CFA, is Principal & Portfolio Manager at Northwest Investment Counselors LLC.
He co-founded the firm in 1998 and has extensive investment and analytical skills to the firm.
He has worked in the investment industry over 30 years with experience in portfolio management and equity analytics.
He is active in the community and is an Assistant Coach for CYO Boys Lacrosse.
Mr. Roehr began his investment career in 1988 with Wilshire Associates, one of the largest pension consultants, in Santa Monica, CA.
There, he worked as an analyst assessing manager performance and risk for some of the largest defined benefit pension plans in the country.
He returned home to Seattle in 1989 to work for Brueggeman & Johnson, P.C., a Certified Public Accounting firm, specializing in the valuation of private businesses and litigation support.
As a senior analyst he provided complex valuation and litigation support services.
Prior to starting Northwest Investment Counselors he worked at CCI, Inc. in Portland, OR as an analyst and portfolio manager from 1993 to 1998.
He is a former volunteer with Habitat for Humanity and Dove Lewis Animal Hospital.
He earned the Chartered Financial Analyst designation in 1992 and holds a Master of Arts in Economics from University of California at Santa Barbara He also holds Bachelor of Arts in Economics from Claremont McKenna College.
Actieve functies van Matthew John Nicol Roehr
Bedrijven | Functie | Begin |
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Northwest Investment Counselors LLC
Northwest Investment Counselors LLC Investment ManagersFinance Northwest Investment Counselors LLC (Northwest) is an independent registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded in 1998 by Mark E. Scarlett, Matthew J.N. Roehr. Northwest provides investment supervisory services to individuals and families, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Oprichter | 01-01-1998 |
Eerdere bekende functies van Matthew John Nicol Roehr
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Brueggeman & Johnson PC
Brueggeman & Johnson PC Miscellaneous Commercial ServicesCommercial Services Part of Grant Thornton International Ltd., Brueggeman & Johnson PC is a company that provides accounting services. The company is based in Seattle, WA. Brueggeman & Johnson was acquired by Grant Thornton LLP on January 08, 2003. | Corporate Officer/Principal | - |
Opleiding van Matthew John Nicol Roehr
University of California, Santa Barbara | Graduate Degree |
Claremont McKenna College | Undergraduate Degree |
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Northwest Investment Counselors LLC
Northwest Investment Counselors LLC Investment ManagersFinance Northwest Investment Counselors LLC (Northwest) is an independent registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded in 1998 by Mark E. Scarlett, Matthew J.N. Roehr. Northwest provides investment supervisory services to individuals and families, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Finance |
Brueggeman & Johnson PC
Brueggeman & Johnson PC Miscellaneous Commercial ServicesCommercial Services Part of Grant Thornton International Ltd., Brueggeman & Johnson PC is a company that provides accounting services. The company is based in Seattle, WA. Brueggeman & Johnson was acquired by Grant Thornton LLP on January 08, 2003. | Commercial Services |