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, APMA®
      • 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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Liz Swagerty Olsen

Liz Swagerty Olsen Marketing and Business Development Manager

Liz Swagerty Olsen

Marketing and Business Development Manager

liz@vcmi.net | 503 731 7303 | LinkedIn

When Liz was a young girl, her mother stressed that every woman must possess an education, skill or trade that would allow her to take care of herself and her family. This belief planted the seed of the importance of financial independence that would prove fortuitous for a career in investment management.

  • About Liz
  • Community
  • Education

As an English major and self-described devourer of content, Liz is passionate about all things storytelling. She enjoys editing and proofreading almost as much as collaborating with colleagues on marketing campaigns, client events and business development activities. When not at the office, she can be found playing golf or hosting her large extended family for dinner and games.

CURRENT

  • Sande School of Horsemanship – Board Member
  • Portland Metropolitan Chamber of Commerce Leadership Portland Alumni Association – Committee Member
  • Providence Portland Festival of Trees – Action Committee Member

PAST

  • SMART Reading – Associate Board Member
  • Oregon Club of Portland – Board Member
Bachelor of Arts in English Literature, University of Oregon, 2007

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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