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. Both of these individuals have demonstrated, over several years, the high integrity and work ethic that make client portfolios better, and they are great teammates to work with.
We are also pleased to announce an expansion of Sellwood’s ownership, with one new employee shareholder and a continued transition of equity from Sellwood’s founders to other key investment professionals. At the end of the year, we welcomed Ryan Fitzgerald, CFA, as Sellwood’s newest shareholder. Additionally, current Principals Nick Woodward, CFA, and Ruthie Zimmerman have acquired additional ownership in our company.
This expansion of Sellwood’s ownership to key employee professionals is consistent with our deliberate, long-term plan to keep Sellwood fully independent and stable. We know that clients achieve better investment outcomes when they partner with a stable and independent advisor. Sellwood remains 100% independent and employee-owned, with 100% of our Consultants and 70% of our employees owning a stake in the firm.