What’s new
Vista news and events
From upcoming events and team updates to personal milestones, there’s always something happening at Vista. See what’s new with us!
Upcoming events and webinars
Navigating wealth transfer: Insights from our panel discussion
Wondering when—and how—to pass on wealth to loved ones? A candid conversation explores the emotional side of giving, with practical takeaways on timing, fairness, and legacy planning.
April 17, 2025: (Webinar) What today’s markets mean for investors
In this webinar, we share our perspectives on what’s driving markets, how we’re responding, and what this means for your portfolio and financial plan.
April 30, 2025: (Webinar) From paycheck to portfolio — Generating income in retirement
Transitioning from earning a paycheck to creating sustainable retirement income requires careful planning and a smart strategy.
What’s happening at Vista
Discover what’s new with us! See all >
Opinion: With the market a mess, the stock pickers are back
With U.S. stock prices down and volatility up, some suggest it’s time for stock pickers to shine. But does the evidence support the claim?
Patrick Yazhari, CFP® promoted to Lead Advisor
We’re excited to announce that Patrick Yazhari, CFP®, has been promoted to Lead Advisor at Vista Capital Partners.
Exciting changes at Vista: Introducing our bold new website and brand identity
We’re thrilled to introduce our brand refresh and redesigned website, designed to reflect the depth of our expertise, our investment philosophy, and the vibrant culture that sets Vista apart.
Vista in the community
Check out a few of the ways our team is making a difference locally.
When it comes to passing down wealth, the biggest question isn’t just how—but when. Should you give while you’re alive and see the impact firsthand, or structure your estate to provide for loved ones after you`re gone?
Vista recently partnered with Stoel Rives LLP to host an impactful panel discussion about the complexities of family wealth transfer. Vista`s Julia Tierney, CFP®, Director of Legacy Planning and Emily Karr, Partner at Stoel Rives LLP and Chair of Benefits, Tax and Private Client Group, were joined by Vista`s Chief Growth Officer Rob Greenman, CFP®, who moderated the discussion.
May 14
Vista Capital Partners is seeking a Client Service Associate to join our team. Our ideal CSA has 3-5 years of business experience, preferably in the financial services industry. Vista employees enjoy flexible time off, sabbaticals every five years, generous paid parental leave, and a hybrid work environment. To learn more about the opportunity, perks, and benefits, visit vistacp.com/careers or click the link in our bio.
May 7
With U.S. stock prices down and volatility up, some suggest it’s time for stock pickers to shine. But does the evidence support the claim? In the Portland Business Journal, Vista CEO and Chief Wealth Officer, Dougal Williams, CFA, unpacks decades of research and reveals why index investing still offers investors their best chance for success.
To read the article, visit vistacp.com/news or click the 🔗 in our bio.
Apr 30
Recent volatility has highlighted the unpredictable nature of markets and investing. While unsettling, these periods help underscore the importance of a disciplined approach.
Please join us for a webinar on Thursday, April 17, 2025 at 12:30 pm. Dougal Williams, CFA and Alex Canellopoulos, CFA, CFP® will share perspectives on what’s driving markets, how Vista is responding, and what this means for your portfolio and financial plan.
To register, visit vistacp.com/events or click the 🔗 in our bio.
Apr 11
