John Woolley Location

Portland, OR, US

John Woolley Work

  • 2016 - now  Managing Director of Wealth Management @ The Partners Group
  • 2018 - now  President and Chief Investment Officer @ TPG FINANCIAL ADVISORS, LLC
  • 2013 - 2016 Senior Portfolio Manager, Key Private Bank @ KeyBank
  • 1998 - 2015 Owner and Founder @ Tamarack Capital
  • 2007 - 2013 Principal and Portfolio Manager, Fixed Income @ Northwest Investment Counselors, LLC
  • 1993 - 1995 Vice President @ Cort MacKenzie Securities
  • 1987 - 1992 Assistant Vice President @ BNY

John Woolley Education

  • University of Oregon - Charles H. Lundquist College of Business

    MBA (Finance)

    1992 - 1994
  • Middlebury College

    BA (Economics, minors in Art History, Biology)

    1983 - 1987
  • Staples HS

    1980 - 1983

John Woolley Skills

  • Investment Strategies
  • Wealth Management Services
  • Investments
  • Fixed Income
  • Portfolio Management
  • Private Equity
  • Asset Allocation
  • Finance
  • Asset Management
  • Capital Markets

John Woolley Summary

John Woolley, based in Portland, OR, US, is currently a Managing Director of Wealth Management at The Partners Group. John Woolley brings experience from previous roles at TPG FINANCIAL ADVISORS, LLC, KeyBank, Tamarack Capital and Northwest Investment Counselors, LLC. John Woolley holds a 1992 - 1994 MBA in Finance @ University of Oregon - Charles H. Lundquist College of Business. With a robust skill set that includes Investment Strategies, Wealth Management Services, Investments, Fixed Income, Portfolio Management and more. John Woolley has 3 emails and 2 mobile phone numbers on RocketReach.

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