Category Archives: Sellwood

Celebrating Promotions & New Shareholders

We are proud to formally announce several recent promotions of people who exemplify Sellwood’s core values of Quality, Independence, and Partnership. Ryan Fitzgerald, CFA, is Sellwood’s newest Consultant, and Ruthie Zimmerman is our first Director of Investment Operations. Earlier in 2020, Taylor Cuzzort, CFP®, earned a promotion to Associate. All three of these individuals have … Continue reading Celebrating Promotions & New Shareholders

Welcoming Our Newest Shareholders

Sellwood Consulting LLC is pleased to welcome our newest shareholders, who have demonstrated lasting value to the firm and our clients, by exemplifying Sellwood’s core values of experience and integrity. NICK WOODWARD, CFA, Consultant, Principal RUTHIE ZIMMERMAN, Associate, Principal These individuals join Sellwood’s four existing employee shareholders: Charlie Waibel, Kevin Raymond, Ryan Harvey, and Ashlee Moehring. Sellwood remains 100% … Continue reading Welcoming Our Newest Shareholders

Happy Holidays from Sellwood Consulting

In the spirit of the holiday season, every year Sellwood Consulting celebrates a local charity. This year, we made a donation on behalf of our clients to Community Vision, one of Oregon’s largest providers of individualized support for people with disabilities. Community Vision’s mission is to make Oregon a place where people with disabilities can … Continue reading Happy Holidays from Sellwood Consulting

Happy Holidays From Sellwood Consulting

In the spirit of the holiday season, every year Sellwood Consulting donates to a local charity on behalf of our clients. This year, we elected to support Habitat for Humanity. Every day, families of all sizes struggle to find affordable places to live. Rapidly rising rents force people to live in unsafe, unhealthy, and crowded … Continue reading Happy Holidays From Sellwood Consulting

Season’s Greetings

Every year, in the spirit of the Holiday Season, Sellwood Consulting invites its employees to research, nominate, and vote on one local charity to receive an annual donation on behalf of each of our clients. This year our employees elected to support Outside In‘s mission “to help homeless youth and other marginalized people become healthy and self-sufficient.”