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William B
Series 65
Lake Oswego, OR
Orca Investment Management, LLC
William Barham is a financial advisor at Orca Investment Management, LLC with 56 years of industry experience. He holds a Series 65 designation and has been with Orca in its various forms since 2013. Orca Investment Management is an SEC-registered adviser serving individuals, 401(k) plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $183.4 million in client assets and employs a range of equity-centric and fixed-income strategies, combining fundamental, technical, and cyclical analysis to tailor portfolios from capital preservation to aggressive growth.
Roger T
Series 65
Lake Oswego, OR
Orca Investment Management, LLC
Roger Thomas is a Series 65-licensed financial advisor with Orca Investment Management, LLC in Lake Oswego, OR, where he has worked since 2010. He has 20 years of industry experience. Orca Investment Management is an SEC-registered investment adviser serving individuals, 401(k) plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $183.4 million in client assets, employing a range of equity-centric and fixed-income strategies tailored to diverse investment objectives, and monitors accounts regularly to manage risk and position size.
Shawn W
Series 63, Series 65
Lake Oswego, OR
Orca Investment Management, LLC
Shawn Willard is a financial advisor at Orca Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Orca Investment Management in various capacities since 2009. Prior to his current role, he was involved with Eastside Distilling, Inc in 2019. Orca Investment Management is an SEC-registered adviser serving individuals, 401(k) plans, businesses, trusts, estates, and charitable organizations. The firm employs a range of investment strategies including equity-centric, dividend, legacy GARP, fixed-income preservation, balanced, and mutual-fund approaches, managing approximately $183.4 million in client assets as of year-end 2024.
Harry S
Series 63, Series 65
Lake Oswego, OR
Orca Investment Management, LLC
Harry Striplin is a financial advisor at Orca Investment Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Paulson Investment Advisors, LLC, Paulson Investment Company, LLC, and Umpqua Investments, Inc. Outside of advising, he co-owns an engraving business operated with his wife and serves as a FINRA-appointed arbitrator on an as-needed basis. Orca Investment Management is an SEC-registered adviser serving individuals, 401(k) plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage a range of equity-centric and fixed-income strategies tailored to client objectives from capital preservation to aggressive growth.
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