Board of DirectorsJuly 1, 2019 - June 30, 2020 |
| President |
Yolanda Reyes White, QPA, QKA, Relationship Manager
2 year term (2nd year) |
 |
| President-elect |
Jason Douthit, Attorney 1 year term (1st year) |
 |
| Treasurer |
Kristin Osorio, CPA 2 year term (2nd year) |
 |
| Secretary |
Jennifer D. Elder, CPA 2 year term (1st year) |
 |
| Spring Seminar Chair |
Greg Koleno, Sales VP 2 year term (1st year) |
 |
| Member at Large | Mike Walters, CRPS®, AIF®, CPFA®, Investment Consultant 2 year term (1st year) |  |
| Member at Large |
Caroline Perry, QPFC 2 year term (1st year) |
 |
| Member at Large |
Chris Wolfe, AIF, QPFC, APA, Investment Consultant 2 year term (2nd year) |
 |
| Member at Large |
Conner Wright, Account Executive 2 year term (1st year) |
 |
| Member at Large |
Abbey Hendricks, Attorney 2 year term (1st year) |
 |
| Member at Large |
Patricia Lambe, CPA
2 year term (2nd year) |
 |
| Member at Large |
Jake O'Shaughnessy, CFA, Managing Director
joshaughnessy@sageviewadvisory.com 2 year term (2nd year) |
 |
Western Pension & Benefits Council Portland Chapter
Proud partners with professional accreditations for continuing education
