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Our Team

Jacob Becker CFP®, CWS®

President | Chief Operations Officer | Co-Chief Investment Officer
503-470-2771
jacob@portlandprivatewm.com
Jacob is a Certified Financial Planner™ professional and a principal of Portland Private Wealth Management. He has significant responsibility in the...

Jason McMillen

Chief Compliance Officer | Co-Chief Investment Officer
503-703-4067
jason@portlandprivatewm.com
Jason is the President, Chief Compliance Office (COO) and Co-Chief Investment Officer (CIO) of Portland Private Wealth Management. He has significant...

Alyssa Pizzuti

Client Service | Operations
503-912-4679
alyssa@portlandprivatewm.com
Alyssa’s primary responsibilities are client service and operations. She provides critical back office support for the establishment of new accounts...

Kibwe Cuffie

Investment Advisor Representative | Analyst
503-704-8792
kibwe@portlandprivatewm.com
Kibwe joined Portland Private Wealth Management in 2018 and is an analyst supporting portfolio management, research, operations and compliance. He is...

Norma Wright

Operations | Client Service
541-323-3455
norma@portlandprivatewm.com
Norma initially worked in finance for a chemical company. In 1989, she joined a financial services company in operations. She came to PPWM from Summit...

Keith Palace

Financial Planner
503-915-9626
keith@portlandprivatewm.com
Keith Palace is a Financial Planner who is studying for his CERTIFIED FINANCIAL PLANNER™ designation. Keith creates and maintains financial plans for...

Location

Portland

1834 SW 58TH ave
Suite 101 Portland, OR 97221

 503-405-9472

 

Bend

532 SW 13th Street, Suite 100
Bend, OR. 97702

  541-323-3455

 

Eugene

321 Mill Street, Suite 6
Eugene, OR 97401

  541-484-1444

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Community Involvement

Professional Associations

 

Portland Private Wealth Management, Inc., is a registered investment adviser in Oregon and Washington State.  This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.

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