Julio C. Quinteros, Jr.

Julio has more than 20 years of experience in equity and fixed income securities research, private equity M&A, corporate planning, investment management, and financial planning. He has extensive client experience with institutional investors, high net worth clients, and corporate level executives. As Senior Portfolio Manager, Julio specializes in relationship and investment management for individuals, families, trusts, and nonprofit accounts located throughout Oregon. Julio holds a Bachelor of Arts degree in International Relations from the University of Southern California and recently earned an Executive Certificate in Financial Planning at the University of Portland. He is a current board member for the Boys & Girls Clubs of Portland and volunteers with College Possible Oregon. Julio is also fluent in Spanish.