Portland, Oregon – Wealth management firm Vista Capital Partners (“Vista”) today announced the promotion of Lead Advisors Jess Allison, CFP®, Vanessa DeHaan, CPA, CFP®, and Director of Investments Alex Canellopoulos, CFA, CFP® to the firm’s ownership group.
“Jess, Vanessa, and Alex each bring a wealth of experience, deep care for our clients, and a steadfast commitment to Vista’s core values and investment philosophy,” said Dougal Williams, CEO and Chief Wealth Officer. “Their strong leadership and character have helped shape our culture, and we’re thrilled they’ve taken this step with us.”
The addition of Jess, Vanessa, and Alex to Vista’s partnership ranks is a recognition of their contributions and a reflection of Vista’s ongoing commitment to delivering remarkable experiences and successful outcomes for its clients.
Vista is an employee-owned, independent firm managing $2.8 billion in assets. Vista’s continued growth is intentional and allows the firm to attract and retain top talent, develop the next generation of owners and leaders, and serve its clients with even greater care and expertise.
About Vista Capital Partners
In today’s hype-driven Wall Street environment, Vista Capital Partners stands out with independent research and discipline that cuts through the noise to boost clients’ odds of long-term success. Founded in 2001 in Portland, Oregon, Vista offers premier wealth management services to clients with $2 million or more to invest, including investment management, financial planning, and legacy planning. To learn more about Vista, visit vistacp.flywheelstaging.com.
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