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  • Uncompromising.
    And Uncompromised.

    We help institutional clients achieve their unique goals with thoughtful investment advice, delivered with integrity.

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Current Market Snapshot

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    September 2023
Recent Insights

Bond Investing When the Yield Curve is Inverted

  • 2023 Capital Market Assumptions

    March 24, 2023

  • 2023 Investment Themes: Changing Narratives

    February 7, 2023

  • 2022 Economic & Market Review

    January 3, 2023

Our Team

The Sellwood Consulting team has consulted to a broad range of institutional investors, including some of the largest portfolios in the country. Our senior team has worked closely together since 2005.

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Charlie Waibel, CFA

Consultant, Managing Principal

Ashlee Moehring

Consultant, Principal

Guyanna Bedington

Analyst

Ryan Fitzgerald, CFA

Consultant, Principal

Tanner Earhart

Analyst

Amy Acevedo

Analyst

John McLaughlin, CFA, CAIA

Consultant

Nick Woodward, CFA

Consultant, Principal

Kevin Raymond

Consultant, Principal

Ryan Harvey, CFA

Consultant, Principal

Ruthie Zimmerman

Director of Investment Operations, Principal

Nathan Pellatz

Associate

Liam Herlihy

Associate

Lucy Newman

Analyst

Elizabeth Zimmerman

Office Administrator

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Sellwood Consulting LLC
6650 SW Redwood Lane | Suite 370 | Portland, Oregon 97224

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