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Claire S
CFP®
Portland, OR
Summitry, LLC
Claire Shifren is a CFP® professional with 10 years of industry experience and has been with Summitry, LLC (formerly Golub Group) for 22 years. She is based in Portland, OR. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm employs a research-driven, bottom-up investment process that combines internally managed equity strategies with alternative approaches and independent managers.
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