Portland, OR NW Lovejoy St Office

Team
Updated today

Client AUM

$17,770,593,485

Clients

3,585

Advisors

5

Of 161 advisors across 28 offices

Location

1624 NW Lovejoy St

Portland OR 97209

Advisors at this office

5

Advisors at this office

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Emory R

Series 65

Portland, OR

Brighton Jones LLC

Emory Rapaport is a financial advisor at Brighton Jones LLC in Portland, OR, holding a Series 65 credential with one year of industry experience. Prior to joining Brighton Jones, he worked in academic and educational roles at Cal Poly, San Luis Obispo, University of the Pacific, and Grant High School. Brighton Jones serves a diverse client base including high-net-worth families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth management and financial planning services through a holistic, balance-sheet approach.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Matt S

Series 65

Portland, OR

Brighton Jones LLC

Matt Sisco is a financial advisor at Brighton Jones LLC in Portland, OR, holding a Series 65 designation with two years of industry experience. Prior to joining Brighton Jones, he worked in various roles including positions at Beso Bar and Bottle and Allimaki. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals and families, as well as retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth services through a holistic, balance-sheet approach, including discretionary investment management, tax preparation, real estate consulting, and access to private investment opportunities.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Anna H

Series 65

Portland, OR

Brighton Jones LLC

Anna Holowetzki is a financial advisor at Brighton Jones LLC in Portland, OR, with one year of industry experience. She holds a Series 65 designation. Prior to joining Brighton Jones, she worked at firms including Vista Capital Partners and Salesforce. Brighton Jones serves high-net-worth and ultra-high-net-worth families, as well as retirement plan sponsors, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth services through a holistic, balance-sheet approach, including discretionary and non-discretionary management, family office services, tax preparation, and access to private investment opportunities.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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John M

CFP®, Series 65

Portland, OR

Brighton Jones LLC

John Mather is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Brighton Jones LLC since 2020 and previously held positions at Vicis, Inc. and KPMG, LLP. He is based in Portland, OR. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services including financial planning, investment management, and family office support. The firm uses a Personal CFO model and provides access to private investment opportunities through its subsidiary Lenora Capital.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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Karen H

CFP®, Series 66

Portland, OR

Brighton Jones LLC

Karen Harris is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Brighton Jones LLC since 2017, previously working at FIC Capital, Inc. from 2012 to 2017. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals and families, as well as various institutional clients, offering comprehensive wealth management through a holistic, balance-sheet approach. The firm provides discretionary and non-discretionary investment management, financial planning, tax preparation, and access to private investment opportunities.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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