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®
      • Chris Sizemore, CPWA®, CMFC
      • Courtney Mersereau, CFP®
      • Rebecca Semper, CFP®, CTFA
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Emily Arnold
      • Ian Boehme, CFA, IACCP®
      • Madison Langley
    • Community
    • Careers
  • Services
    • Financial Planning
    • Life Transitions
    • Investing and Planning for Women
  • Investment Management
    • Personal Investing
    • Portfolio Construction
      • Global Dynamic Strategy
      • Environmental Social Governance
      • Large Cap Growth
      • Large Cap Dividend Growth
      • Corporate Bonds
      • Derivative Strategies
    • Institutional Investing
    • Vision vaxa
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  • Client Portal
  • Contact

Ian Boehme, CFA, IACCP®

Ian Boehme Vision Capital Compliance and Operations Associate

Ian Boehme, CFA, IACCP®

Chief Compliance Officer

ian@vcmi.net | 503 731 7307
Ian supports the compliance and operations functions of the firm as our Chief Compliance Officer. He joined Vision Capital in 2018.
  • About Ian
  • Professional
  • Education
Ian makes compliance seem like a friendly, easy-going task which is much appreciated seeing that he is tasked with the significant responsibility of helping protect our client’s and firm’s mutual interests. He’s known for his spreadsheet prowess and efficient execution but it’s being part of a team that truly gets him going. And speaking of teams, when he’s not in the office, you might see Ian coaching youth basketball or reliving his college rugby glory and teaching the art of the scrum. Nothing, however, would make him happier than dunking a basketball so it’s a good thing his wife has access to a pair of Jordans, or two.
DESIGNATIONS

  • CFA Charter, 2017, CFA Institute
  • IACCP® – Investment Adviser Certified Compliance Professional
Bachelor of Arts in Economics for Business Management, Occidental College, 2011

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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