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
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Madison Steinbrenner
      • Ellen Hurd
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
    • 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
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  • Contact

Sue McGrath

Principal

Sue McGrath

Chairwoman, Principal

sue@vcmi.net | 503 731 7311 | LinkedIn
Sue co-founded Vision Capital with her daughter, Marina, in 1999 and has over 35 years of investment management experience. Additionally, her decade of experience as a CPA provides the firm with deep knowledge in the areas of tax and estate planning.
  • About Sue
  • Professional
  • Community
  • Education
You can find Sue at the gym or taking an early morning walk, bright eyed and bushy tailed, despite the 5:00 am wakeup call. That’s probably part of what keeps her enthusiastic and energized in everything she does. With over four decades of experience as an investment advisor and a CPA, she’s a valuable resource for our client service and financial planning team as they guide our clients through life’s many stages. Outside of the office, Sue enjoys supporting her beloved Oregon State Beavers.

DESIGNATIONS

  • CPA (Inactive/Non-Practicing)

HONORS

  • OSU Lifetime Trustee Award, 2019
  • Distinguished Alumni Achievement Award, iMPACT Magazine, Oregon State College of Science, 2017
  • Martin Chaves Lifetime Achievement Award, 2015
  • Portland Business Journal Women of Influence award, 2006

PUBLICATIONS

  • ‘I was a pioneer as a woman in this industry’: Sue McGrath & Marina Johnson, RIA, January 2019
  • “The Sum Total of a Math Degree,” iMPACT Magazine, Oregon State College of Science”

CURRENT

  • Co-President, ARCS Foundation Oregon, Advancing Science in America, 2018 to Present
  • Treasurer, Susan G. Komen Foundation of Oregon and SW Washington, 2018 to Present

PAST

  • Board Member, Susan G. Komen Foundation of Oregon and SW Washington, 2014 to 2018
  • Board Member, ARCS Foundation Oregon, Advancing Science in America, 2013 to 2018
  • Board Member, Oregon State University College of Science, 2014 to 2017
  • Partner, Social Venture Partners Portland, 2004 to 2017
  • Board Member, Oregon Society of CPAs Educational Foundation, 1995 to 2015
  • Trustee, Oregon State University Foundation, 1990 to 2013
Bachelor of Science with honors in Mathematics, Oregon State University, 1970

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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