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@tamarackcapital.com
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4 phones found area 216 and 503
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LinkedIn matched
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John Woolley, Cepa is listed as Managing Director of Wealth Management at The Partners Group, a with 158 employees, based in Portland, Oregon, United States. AeroLeads shows a work email signal at tamarackcapital.com, phone signal with area code 216, 503, and a matched LinkedIn profile for John Woolley, Cepa.
John Woolley, Cepa previously worked as President & Chief Investment Officer at Tpg Financial Advisors, Llc and Senior Portfolio Manager, Key Private Bank at Keybank. John Woolley, Cepa holds Ba, Economics, Minors In Art History, Biology from Middlebury College.
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AeroLeads found 1 current-domain work email signal for John Woolley, Cepa. Compare company email patterns before reaching out.
Fanatic of developing healthy teams to accomplish the amazing. Energized by helping business owners with their transitions. Student of the capital markets & the investing puzzle.Accomplished business team leader & capital markets professional with significant experience in investment, lending and structuring experience of various types, including public & private fixed income markets, private equity, mezzanine finance, and private fund structuring. Complex financial investment and private company board experience in various industries.As a Certified Exit Planning Advisor (CEPA - a unique designation for financial professionals who advise business owners on how to successfully sell or transition their business, a strategy referred to as ‘exit planning’), I work with business owners to maximize value and sell on their terms through three major planning areas: business value, personal financial planning, and life after transition planning. Advisory Services offered through TPG Financial Advisors, LLC, A Registered Investment Advisory Firm and wholly owned subsidiary of The Partners Group, LLC.
Listed skills include Wealth Management Services, Investments, Fixed Income, Portfolio Management, and 35 others.
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Portland, Oregon
Leads the RIA arm of The Partners Group dedicated to the full set of solutions required by HNW professionals, families, foundations, and institutions, including investment management, planning, tax strategies, risk protection, and corporate retirement plan designAdvisory Services offered through TPG Financial Advisors, LLC, a Registered Investment Advisory Firm.
Portland, Oregon
Registered Investment Advisory (RIA) arm of The Partners Group.
Portland, Oregon Area
Portfolio construction and management for HNW, foundation, and non-profit organizations using individual fixed income & equity securities, ETFs, mutual funds, structured notes, and alternative investments for client portfolios $2MM and greater. Member, Key Private Bank's national Investment Policy Committee. Consistent top producer for new AUM growth.
Mezzanine debt limited partnership focusing on the 11 Western states. Licensed as a US Small Business Investment Company (SBIC).
Stock and bond portfolio management for HNW individuals, non-profit institutions, foundations, & trusts. Responsible for all fixed income strategy and portfolio management including individual security analysis, valuation, and trading. Frequent speaker, blogger, & presenter to client gatherings and trade groups on behavioral finance, investment, and economic topics.
Corporate fixed income trading
Corporate lender to Fortune 500 in Southern California and Hawaii. Managed loan portfolio of approximately $300MM in outstandings. Graduate of management & credit training programs.
Other employees you can reach at tpgrp.com. View company contacts for 158 employees →
Jennifer Spencer
Colleague at The Partners GroupGreater Seattle Area, United States
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Traci Gustafson
Colleague at The Partners GroupWilsonville, Oregon, United States
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Karla Thommen, Ms, Shrm-Scp
Colleague at The Partners GroupPortland, Oregon Metropolitan Area, United States
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Bruce Kerr
Colleague at The Partners GroupAustin, Texas, United States
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Shauna Bryngelson, Cpdm
Colleague at The Partners GroupBroomfield, Colorado, United States
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Brian Vincent
Colleague at The Partners GroupBend, Oregon, United States
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Brad Nantz
Colleague at The Partners GroupPortland, Oregon, United States
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Kacie Salois
Colleague at The Partners GroupSpokane, Washington, United States
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Denise Bunch Collins, Phr
Colleague at The Partners GroupBoise, Idaho, United States
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Adelle Brisbois
Colleague at The Partners GroupBellevue, Washington, United States
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Activities and Societies: Delta Kappa Epsilon
Activities and Societies: Beta Gamma Sigma President - MBA Student Association Graduate Teaching Fellow - MBA program
Quick answers generated from the profile data available on this page.
John Woolley, Cepa works for The Partners Group.
John Woolley, Cepa is listed as Managing Director of Wealth Management at The Partners Group.
AeroLeads has found 1 work email signal at @tamarackcapital.com for John Woolley, Cepa at The Partners Group.
AeroLeads has found 4 phone signal(s) with area code 216, 503 for John Woolley, Cepa at The Partners Group.
John Woolley, Cepa is based in Portland, Oregon, United States while working with The Partners Group.
John Woolley, Cepa has worked for The Partners Group, Tpg Financial Advisors, Llc, Keybank, Tamarack Capital, and Northwest Investment Counselors, Llc.
John Woolley, Cepa's colleagues at The Partners Group include Jennifer Spencer, Traci Gustafson, Karla Thommen, Ms, Shrm-Scp, Bruce Kerr, and Shauna Bryngelson, Cpdm.
You can use AeroLeads to view verified contact signals for John Woolley, Cepa at The Partners Group, including work email, phone, and LinkedIn data when available.
John Woolley, Cepa holds Ba, Economics, Minors In Art History, Biology from Middlebury College.
John Woolley, Cepa is listed with skills including Wealth Management Services, Investments, Fixed Income, Portfolio Management, Private Equity, Asset Allocation, Finance, and Asset Management.
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