John Woolley Email & Phone Number
Managing Director of Wealth Management @ The Partners Group
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John Woolley Location
- Portland, OR, US
John Woolley Work
- Managing Director of Wealth Management @ (August 2016 - Present)
- President and Chief Investment Officer @ TPG FINANCIAL ADVISORS, LLC (May 2018 - Present)
- Senior Portfolio Manager, Key Private Bank @ (December 2013 - August 2016)
- Owner and Founder @ Tamarack Capital (January 1998 - May 2015)
- Principal and Portfolio Manager, Fixed Income @ Northwest Investment Counselors, LLC (May 2007 - December 2013)
- Vice President @ Cort MacKenzie Securities (January 1993 - January 1995)
- Assistant Vice President @ (January 1987 - January 1992)
John Woolley Education
- University of Oregon 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
- Financial Analysis
- Financial Structuring
- Equities
- Alternative Investments
- Investment Advisory
- Investment Management
- Credit
- Venture Capital
- Bonds
- Strategic Financial Planning
- Retirement Planning
- Risk Management
- Mergers & Acquisitions
- Personal Financial Planning
- Board Development
- Intelligence
- Nonprofits
- Awesomeness
- Stand-up Comedy
- Corporate Governance
- Financial Planning
- Commercial Lending
- Vacuum
- Non-profits
- Strategic Planning
- Team Leadership
- Team Building
- Private Banking
- Wealth Management
- SBIC
- Business Exit Planning
- Hnw
- Profit
- Stand Up Comedy
- Trusts
- Non Profits
- Management
- Foundations
- Capital
- Mergers and Acquisitions
- Series 7
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 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 4 mobile phone numbers on RocketReach.
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Top The Partners Group Employees
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