Menu
Our senior advisors have worked together since 2005, advising clients with assets ranging from several million to several billion dollars in size. The continuity of our team is one of our strongest assets, and our clients can be confident that the organization they hire will be the same one that will serve them for many years.
As an Associate and one of Sellwood’s designated traders, Amy contributes to the firm’s Operations department on behalf of clients. She also prepares analytical material for clients.
Prior to joining Sellwood, Amy served as an Investment Analyst at Arnerich Massena, Inc., and R.V. Kuhns & Associates (now RVK). Amy earned a BS in Finance from Portland State University.
Ashlee Moehring is a Principal and a co-founder of the firm. She serves as Sellwood’s Chief Compliance Officer and sits on its Board of Directors and its Investment Committee.
Prior to co-founding Sellwood, Ashlee served as a Consultant, Principal, and Chief Compliance Officer for R.V. Kuhns & Associates (now RVK). Ashlee earned a BS in Finance and Mathematics from Linfield University, graduating magna cum laude. She is a member of the CFA Institute and the CFA Society of Portland.
Charlie Waibel, CFA, is Sellwood’s Managing Principal and a co-founder of the firm. He chairs Sellwood’s Board of Directors and is a member of the Investment Committee. Prior to forming Sellwood, Charlie was a Senior Consultant, Principal, and part of the executive management group at R.V. Kuhns & Associates (now RVK).
Charlie earned a BA in Natural Science from Lewis and Clark College and a MD from Oregon Health Sciences University with post-graduate training at UCLA. He has held the CFA designation since 2000 and is a member of the CFA Institute and the CFA Society of Portland.
Elizabeth Zimmerman is the Office Administrator. In this role, she organizes client deliverables, meetings, staff appreciation events, and just about everything else.
Elizabeth earned a BA in French Studies and a minor in Mathematics from Lewis & Clark College.
Guyanna Bedington serves as an Analyst. She develops and analyzes client investment performance reports, prepares analytical material for clients, and assists the firm with research. She also serves on Sellwood’s Diversity, Equity, & Inclusion Committee.
Guyanna earned a BAA in Business Administration with a major in Finance from the University of Portland. She was also involved in the university’s Entrepreneurial Scholars program and received the Robin and Jean Anderson Outstanding Entrepreneur Scholar Award.
Kevin Raymond is a Principal and a co-founder of the firm. He sits on Sellwood’s Board of Directors and its Investment Committee.
Prior to co-founding Sellwood, Kevin served as a Consultant and Principal for R.V. Kuhns & Associates (now RVK) and as a Senior Manager with Sun Microsystems (now Oracle Corporation). He earned an MBA from the Duke University Fuqua School of Business, graduating as a Fuqua Scholar. He also earned a BA in Economics from Middlebury College, graduating summa cum laude, and is a member of Phi Beta Kappa. Kevin is also a member of the CFA Institute and the CFA Society of Portland.
Liam Herlihy is an Associate. In this role, he works on a variety of projects and client deliverables and contributes to the firm’s overall research effort. He also supports the firm’s business development processes.
Liam graduated summa cum laude from Linfield University where he earned a BS in Finance. He has passed Level 1 of the CFA exam.
Logan Travis serves as an Analyst. In this role, Logan creates and analyzes client investment performance reports, prepares analytical material for clients, and assists with the firm’s overall research effort.
Prior to joining Sellwood, Logan graduated summa cum laude from Linfield University, earning a Bachelor of Science in Finance.
Lucy Newman is an Associate. In this role, Lucy creates and analyzes client investment performance reports, prepares analytical material for clients, and assists with the firm’s overall research effort.
Lucy earned a BA in Biology from Carleton College. She has passed Level 2 of the CFA exam.
Nathan Pellatz is an Associate. In this role, he works on a variety of projects and client deliverables to support clients. He also manages Sellwood’s Analyst Group.
Prior to joining Sellwood, Nathan served as an Investment Analyst for R.V. Kuhns & Associates (now RVK). He earned a BS in Finance from Linfield University, where he was the student body president.
Nick Woodward is a Principal and a member of Sellwood’s Board of Directors and its Investment Committee.
Prior to joining Sellwood, Nick served as a Consultant, Principal, and Department Manager for R.V. Kuhns & Associates (now RVK) and as an Analyst at Bates Private Capital. Nick earned a BBA in Finance from the University of Portland. He is a CFA charterholder and a member of the CFA Institute and the CFA Society of Portland.
Ruthie Zimmerman is a Principal and the Director of Investment Operations. She is also the firm’s lead trader. Ruthie works with the advisory team to support client relationships, provide client service, and prepare analytical material for clients.
Prior to joining Sellwood, Ruthie served as an Associate Consultant for R.V. Kuhns & Associates (now RVK). She earned a BA in Business Administration from the Portland State University School of Business Honors Program.
Ryan Fitzgerald is a Principal and Chair of Sellwood’s Investment Committee. He is also responsible for Sellwood’s capital market assumptions.
Prior to joining Sellwood, Ryan served as an Investment Analyst for R.V. Kuhns & Associates (now RVK). He is a CFA charterholder and a member of the CFA Institute and the CFA Society of Portland. He also serves as a member of the CFA Society of Portland’s Board of Directors. Ryan earned a BA in Economics, with General Honors, from the University of Chicago.
Ryan Harvey is a Principal and a co-founder of the firm. He sits on Sellwood’s Board of Directors and its Investment Committee.
Prior to co-founding Sellwood, Ryan worked for R.V. Kuhns & Associates (now RVK) and Cambridge Associates LLC. Ryan earned a BA in Economics from the University of Virginia. He is a CFA charterholder and a member of the CFA Institute and the CFA Society of Portland.
Tanner Earhart serves as an Analyst. In this role, Tanner creates and analyzes client investment performance reports, prepares analytical material for clients, and assists with the firm’s overall research effort.
Prior to joining Sellwood, Tanner served as an Investment Analyst at R.V. Kuhns & Associates (now RVK). He graduated magna cum laude from Linfield University, earning a BS in Finance and minors in Mathematics and Psychology.
