Jacob Becker CFP®, CWS®
President | Chief Operations Officer | Co-Chief Investment Officer
503-470-2771
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 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’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 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 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 Palace is a Financial Planner who is studying for his CERTIFIED FINANCIAL PLANNER™ designation. Keith creates and maintains financial plans for...