Vision Capital Management Financial Advisor Portland Oregon

Vision Capital Management has been providing clients financial planning and investment management services since 1999. Visit our site to find out more.

  • About
    • Our Story
    • The Team
      • Christopher Anissian
      • Katelyn Cummings, CFP®
      • Bryan Goss
      • Gina Jacobson, CFP®, CDFA
      • Marina Johnson, CFA
      • John LaBarca, CFA
      • Ellen Logan
      • Maria Malloy, CFP®
      • Sue McGrath
      • Sarah Quist, CFP®
      • Jeffrey Schmidt, CFA
      • Matthew Sheets, CFP®
      • Chris Sizemore, CPWA®, CMFC
      • Stacy Sizemore, IACCP®
      • Madison Steinbrenner, IACCP®
      • Liz Swagerty Olsen
      • Cliff Yount, IACCP®
    • Careers
  • How We Help
    • Financial Planning
      • What is Financial Planning?
    • Investment Management
      • Our Approach to Investing
      • Investment Update
      • Environmental Social Governance
  • Who We Help
    • Employees with Stock Compensation
    • Gen X
    • NIKE Employees
    • Nonprofits
    • People Experiencing Life Transitions
    • Professionals
    • Women Seeking Female Financial Advisors
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  • Contact

Bryan Goss

Bryan Goss Operations Specialist

Bryan Goss

Operations and Trading Specialist

bryan@vcmi.net | 503 731 7312
Bryan is our primary trader and is the main cog of the operations team. From establishing a sound portfolio accounting system, to trade execution, and everything in between, Bryan’s contributions create a foundation of excellence daily.
  • About Bryan
  • Community
  • Education
It’s a good thing Bryan is a morning person, because he’s in the office an hour before the markets open (which is early for the West Coast!). Bryan is thorough and attentive, which comes in handy when ensuring accuracy for all the trades we place. We also appreciate Bryan for his level–headed composure, despite the constant demands of our team and the trading markets. On the weekends, you can find Bryan hiking in the Cascades or perfecting his recipes on the smoker and grill.

CURRENT

  • Providence Neighbor 2 Neighbor Day Volunteer, 2016 to Present

PAST

  • Easter Seals Money Management Volunteer, 2014 to 2017
Bachelor of Arts, Business Economics, Whittier College

Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
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  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
  • (800) 707-5335
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