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
      • Sue McGrath
      • Marina Johnson, CFA
      • Sarah Quist, CFP®, CDFA
      • Cliff Yount, IACCP®
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Chris Sizemore, CPWA®, CMFC
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Ellen Hurd
      • Madison Steinbrenner
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
      • Matthew Sheets, CFP®
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  • Who We Help
    • Employees with Stock Compensation
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Bryan Goss

Bryan Goss Operations Specialist

Bryan Goss

Operations and Trading Specialist

bryan@vcmi.net | 503 731 7312
Bryan supports the operations and trading functions of the firm including trade processing, portfolio accounting and account reconciliation. He’s been with Vision Capital since 2013.
  • About Bryan
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Good thing Bryan is a morning person because he’s in the office an hour before the markets open (which is pretty early for the West Coast!). Bryan has a knack for the details and ensuring accuracy which comes in handy as he’s placing trades for our institutional and individual clients. He maintains his cool despite having to put out constant fires. Spending his weekends hiking in the Cascades must help. Not sure if it’s his exercise regimen or natural metabolism but you’d never know that he couldn’t live without his nightly bowl of ice cream.

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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