Portland, OR Office

Thomas Mc Conville is a financial advisor at Becker Capital Management, Inc. in Portland, OR, holding a Series 65 credential with 12 years of industry experience. He has been with Becker Capital Management since 2013. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, pension plans, and institutions. The firm employs a value-oriented, research-driven investment approach across multiple asset classes and manages both registered mutual funds and private funds.

Janeen Mcaninch is a financial advisor at Becker Capital Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Becker Capital Management since 1987. Becker Capital Management, Inc. is an employee-owned, SEC-registered investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, pension plans, and institutional investors. The firm employs a research-driven, value-oriented investment approach combining bottom-up fundamental analysis with top-down asset allocation and offers a range of services including discretionary portfolio management, financial planning, and institutional consulting.

Mack Golos is a CFP® and Series 66-registered advisor at Becker Capital Management, Inc. in Portland, OR, with four years of industry experience. His prior roles include positions at Vanguard and the City of Portland. Becker Capital Management provides discretionary investment management and wealth-advisory services to a diverse client base, including high-net-worth individuals, institutions, and nonprofits. The firm combines bottom-up security selection with top-down portfolio construction and manages both registered mutual funds and private pooled investment vehicles.

Gretchen Johnson is a financial advisor at Becker Capital Management, Inc. with the ChFC® designation and three years of industry experience. Prior to joining Becker Capital Management in 2022, she worked at Tegra Global and spent over a decade at Nike. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for individual, high-net-worth, institutional, and nonprofit clients. The firm employs an integrated research and portfolio construction process emphasizing valuation and quality within a value-oriented framework and offers a range of strategies including multi-asset, value equity, fixed income, impact/ESG, and private capital.

Brandon Ferree is a CFA® charterholder with 12 years of industry experience. He is currently with Becker Capital Management, Inc., where he has worked since 2024. Prior to that, he spent 11 years at Fisher Investments. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, and institutional investors. The firm employs a value-oriented investment approach that integrates bottom-up fundamental research with top-down asset allocation, offering a range of strategies across multiple asset classes and managing both registered mutual funds and private funds.

Tyler Kaluza is a CFP® professional at Becker Capital Management, Inc. in Portland, OR, with 12 years of industry experience. He has worked at Becker Capital Management since 2019 and previously spent five years at Cornerstone Advisors, Inc. Becker Capital Management provides discretionary investment management and wealth advisory services to individual and institutional clients, including high-net-worth individuals, trusts, endowments, and nonprofit organizations. The firm employs a risk-aware investment approach that combines bottom-up security selection with top-down portfolio construction across various asset classes.

Heidi Goertzen is a CFP® and Series 65 licensed financial advisor with seven years of industry experience. She has worked at Becker Capital Management, Inc. since 2019, following prior roles at Confluence Wealth Management and Ferguson Wellman Capital Management. Becker Capital Management, Inc. is an employee-owned SEC-registered adviser managing approximately $5 billion for individual and institutional clients. The firm employs a value-oriented investment approach combining bottom-up fundamental analysis with top-down asset allocation and offers a range of strategies including multi-asset, value equity, fixed income, impact/ESG, and private capital.

Tyler Jaglowski is a financial advisor at Becker Capital Management, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Becker Capital Management, he worked at MacKay Shields, LLC and held roles at the University of Oregon and D.B. Fitzpatrick & Co. Becker Capital Management provides discretionary investment management and wealth-advisory services to individual and institutional clients, including high-net-worth individuals, trusts, endowments, foundations, pension plans, pooled funds, and nonprofit organizations. The firm combines bottom-up security selection with top-down portfolio construction, managing a range of strategies across equity, fixed income, multi-asset, ESG/impact, and private capital, and also sponsors registered mutual funds and private pooled investment vehicles.

Deidra Krys Rusoff is a financial advisor at Becker Capital Management, Inc. in Portland, OR, holding a Series 65 designation with eight years of industry experience. She has worked at Becker Capital Management since 2018 and previously spent 14 years at Ferguson Wellman Capital Management. Becker Capital Management provides discretionary investment management and wealth-advisory services to a diverse range of individual and institutional clients. The firm integrates bottom-up security selection with top-down portfolio construction and manages actively tailored portfolios across multiple asset classes, including equity, fixed income, ESG/impact, and private capital strategies.

Melissa May is a financial advisor at Becker Capital Management, Inc. She holds a Series 65 designation and has experience working in legal and advisory roles, including positions at Duffy Kekel LLP and Catalyst Law, LLC. She also operated her own firm, Melissa May, L.L.C., from 2015 to 2017. Becker Capital Management, Inc. is an employee-owned investment adviser managing approximately $5 billion across individual, high-net-worth, institutional, and nonprofit clients. The firm employs a value-oriented investment approach combining bottom-up fundamental analysis with top-down asset allocation and offers a range of services including portfolio management, financial planning, and institutional consulting.

Stephen Laveson is a financial advisor at Becker Capital Management, Inc. in Portland, OR, holding a Series 65 designation with 30 years of industry experience. He has been with Becker Capital Management since 1995. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, and institutional investors. The firm employs an integrated research and portfolio construction process focused on value-oriented strategies across multiple asset classes and offers a range of services from discretionary portfolio management to nonprofit consulting.

Meaghan Bradley Bussell is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. She has been with Becker Capital Management, Inc. since 2018. Becker Capital Management, Inc. is an SEC-registered, employee-owned investment adviser managing approximately $5 billion for individual and institutional clients. The firm employs a value-oriented investment approach that integrates bottom-up fundamental analysis with top-down asset allocation and offers a range of strategies including multi-asset, value equity, fixed income, impact/ESG, and private capital.

Blake Howells is a CFA® charterholder with 24 years of industry experience, currently serving at Becker Capital Management, Inc. since 1998. He holds a Series 63 license and is based in Portland, OR. Becker Capital Management, Inc. is an employee-owned SEC-registered investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, and institutional investors. The firm employs a value-oriented investment approach combining bottom-up fundamental analysis with top-down asset allocation and offers a range of strategies across multiple asset classes, managing both registered mutual funds and private funds.

Miles Lewis is a financial advisor at Becker Capital Management, Inc. with 8 years of industry experience. He holds the Series 65 designation and has previously worked at Aldrich Wealth LP and tru Independence Asset Management, LLC. Outside of finance, he has served as a freshman baseball coach at Jesuit High School in Portland since 2021. Becker Capital Management provides discretionary investment management and wealth advisory services to individual and institutional clients, including high-net-worth individuals, trusts, endowments, and nonprofits. The firm integrates bottom-up security selection with top-down portfolio construction and manages both registered mutual funds and private pooled vehicles.

Patrick Becker Jr. is a financial advisor at Becker Capital Management, Inc. in Portland, OR, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Becker Capital Management since 1996. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, and institutional investors. The firm employs a value-oriented investment approach combining bottom-up fundamental analysis with top-down asset allocation and offers a range of strategies across multiple asset classes and alternative investments.