December 16, 2017 6:59 PM ET

Capital Markets

Company Overview of Arnerich Massena, Inc.

Company Overview

Arnerich Massena, Inc. provides investment advisory services. It offers wealth management services for private investors, corporate executives, and multi-generational families; and advisory services for wealth management clients, foundations & endowments, public entities, and plan fiduciaries. The company also provides foundations and endowments solutions for state and private university foundations and endowments, healthcare foundations, community foundations, private foundations, corporate-sponsored foundations, and 501(c)(3) and other nonprofit organizations. In addition, it offers portfolio and investment management services for cash reserves, dedicated funds, captive insurance reserves,...

2045 NE Martin Luther King Jr. Boulevard

Portland, OR 97212

United States

Founded in 1991

Phone:

503-239-0475

Fax:

503-239-0369

Key Executives for Arnerich Massena, Inc.

Chief Executive Officer
Founder
Age: 67
Chief Financial Officer
Managing Director and Senior Investment Advisor
Head of Traditional & Real Asset Investments and Senior Research Analyst
Compensation as of Fiscal Year 2017.

Arnerich Massena, Inc. Key Developments

Arnerich Massena, Inc. Announces Executive Changes

Arnerich Massena, Inc. has announced the appointment of Arthur Coyne as 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 principals of the firm, which transitioned to 100% employee ownership in January of 2017.

Arnerich Massena Inc Promotes Lori Mueller to Chief Financial Officer

Arnerich Massena Inc. announced that Lori Mueller has been promoted to chief financial officer (CFO). Mueller, who has served as managing director of finance for Arnerich Massena since 2014, will provide financial analysis and insight to help guide the company's strategic and resource planning process. She oversees all finance-related functions of the firm and also serves on its executive leadership team. Prior to joining Arnerich Massena, Mueller served as vice president, finance and administration, for the OHSU Foundation.

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
January 6, 2017
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