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 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.

John Nole is a financial advisor at Orca Investment Management, LLC with over 10 years of experience in the investment industry. He holds Series 63 and Series 66 licenses and has previously worked at Paulson Investment Advisors, LLC and Aegis Capital Corp. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $212 million across about 359 client accounts, employing a variety of analytical methods and investment strategies tailored to long-term holdings while allowing tactical trading when necessary.

Peter Fogarty is a financial advisor at Orca Investment Management, LLC with credentials including Series 63 and Series 65 licenses. He has over nine years of industry experience, having worked previously at Paulson Investment Advisors LLC and Paulson Investment Company. 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 equity-centric and fixed-income strategies, tailoring portfolios from capital preservation to aggressive growth.

David Maisel is a financial advisor at Orca Investment Management, LLC in Portland, OR, holding Series 63 and Series 65 licenses with over 20 years of industry experience. His prior roles include positions at Paulson Investment Company LLC, M Holdings Securities, and J.W. Millegan, Inc. Orca Investment Management is an SEC-registered adviser serving individuals, retirement plans, trusts, estates, and charitable organizations, managing approximately $183.4 million in assets. The firm employs a variety of investment strategies combining fundamental, technical, and cyclical analysis to tailor portfolios from capital preservation to aggressive growth.

Jamal Clarke is a financial advisor at Orca Investment Management, LLC in Walnut Creek, CA, holding a Series 66 designation with several years of industry experience. His prior roles include positions at Paulson Investment Company, JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Merrill Lynch Bank of America. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, including high-net-worth clients, retirement plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $212 million across about 359 client accounts, employing a blend of fundamental, technical, charting, and cyclical analysis to tailor strategies ranging from capital preservation to equity-centric growth.

Ali Shahhosseini is a financial advisor at Orca Investment Management, LLC with Series 63 and 66 licenses and over eight years of experience. His work history includes roles at Merrill Lynch, Paulson Investment Company, Bamboo Investment Management, and JPMorgan Chase. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $212 million across about 359 accounts, offering tailored investment strategies that incorporate fundamental, technical, charting, and cyclical analysis with a focus on long-term holdings and tactical trading when appropriate.

Nicoh Alday Jr. is a financial advisor at Orca Investment Management, LLC with experience at firms including Paulson Investment Company, Morgan Stanley, and The Vanguard Group. He holds Series 63 and Series 66 licenses and has worked in the financial industry since 2021. 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, charting, and cyclical analysis to manage a range of equity-centric and fixed-income strategies, tailoring portfolios from capital preservation to aggressive growth.

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 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.