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
- 2016 -now Managing Director of Wealth Management @
- 2018 -now President and Chief Investment Officer @ TPG FINANCIAL ADVISORS, LLC
- 2013 -2016 Senior Portfolio Manager, Key Private Bank @
- 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 @
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
- 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 - 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 1 mobile phone numbers on RocketReach.
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