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®
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Madison Langley
      • Ellen Hurd
    • 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
  • Resources
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  • Client Portal
  • Contact

John LaBarca, CFA

Portfolio Manager

John LaBarca, CFA

Director of Investments, Shareholder

john@vcmi.net | 503 731 7315 | LinkedIn
John leads the investment team along with Jeff and joined Vision Capital in 2015. He has an extensive background as a portfolio manager specializing in quantitative and fundamental research.
  • About John
  • Professional
  • Community
  • Education
John is the kind of person who sees something bad happen and steps in to fix it. After witnessing too much fraud in the financial services industry, he decided to become an analyst to help investors take some of the risk and volatility out of equity investing. Hailing from New York, John has adapted to Portland well thanks to his love of coffee and soccer. If he’s not playing or watching soccer on the weekends, he’s coaching his daughters’ teams and trying to figure out how to squeeze in a round of golf.

DESIGNATIONS

  • CPA (Inactive/Non-Practicing)
  • CFA Charter, 2005, CFA Institute

PUBLICATIONS

  • Business Week magazine article, March 2006: How Much Are Execs Really Paid?

ASSOCIATIONS

  • CFA Society of Portland
  • CFA Institute

CURRENT

  • Member, School Advisory Council at The Madeleine School
  • Member, St. Mary’s Academy Investment Committee

PAST

  • Portland Alternative Investment Association
  • Treasurer, Portland Alternative Investment Association, 2013 to 2016
  • Masters in Business Administration, The Fuqua School of Business at Duke University, 2002
  • Bachelor’s in Business Administration, University of Notre Dame, 1997

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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