Arnerich Massena is an independent investment advisory firm that provides wealth management and endowment services. The firm focuses on portfolio management, investment advisory services, and family office services.

Arnerich Massena

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Principal, General Counsel and Chief Compliance Officer

Karl Hausafus

Sales and Support

Clint Benson

Kate Degraw

Business Management

Katie Degraw

Managing Principal - Business Development

Ryland Moore

Managing Director, Business Development

Terri Schwartz

Operations Manager

Danielle McDonald

Peformance Measurement Analyst

Amy Acevedo

Senior Investment Advisor

Bryan Shipley

Christine Arnerich

Anthony Arnerich

Founder, CEO and Chief Investment Officer

Venture Capital Companies that Exited

Financial Services Acquired Companies With Less Than $50M in Revenue

Oregon Companies With Fewer Than 100 Employees (Top 10K)

Consulting Acquired Companies

Arnerich Massena is a company offering wealth management and investment advisory services.

Portland

Oregon

United States

North America

Coldstream Appoints Rush Benton, CFA®, to Board of Directors

Coldstream Acquires $2 Billion Advisor Firm Arnerich Massena

Coldstream strikes merger deal with $2B investment advisory firm

Coldstream integrates and merges with Arnerich Massena

30-year-old Portland wealth management firm to become part of Seattle adviser

Coldstream Merges with Arnerich Massena

Arnerich Massena Publishes White Paper: “Women in Investing: Why balanced gender representation on your advisory team helps lead to success”

Offers personalized financial planning and investment management services for high net worth individuals and families.

Provides investment advice and portfolio management services, including alternative investments and impact investing.

Crafts bespoke wealth strategies tailored to the unique needs of individual families.

Supports community, healthcare, private education, public education, and private family foundations with investment management and advisory services.

Reviews existing investment portfolios to assess alignment with goals, risk tolerance, and values, and provides recommendations for improvements.

France

Europe

India

Asia

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Arnerich Massena