Vista Capital Partners

Today, Vista Capital Partners announced that industry veteran and respected leader Dougal Williams, CFA has been named chief executive officer (CEO). “Dougal’s collective experience at Vista – as advisor, lead advisor, chief investment officer, and chief wealth officer—make him uniquely qualified to lead Vista as we strive to become Oregon’s most admired wealth management firm,” said Doug Johanson, CFA, co-founder, former CEO, and current chairman of the board of directors. Please join us in congratulating Dougal Williams! Read the press release: https://lnkd.in/grbTHVkt

Thank you, Ryan Buchanan (Thesis) and Tana Thomson for being champions for Portland. Team Vista will see you downtown on September 13! #webelieveinportland

Welcome, Nicole Wilson, CPA, CFP®, to Vista Capital Partners! ⭐ Nicole joins Vista with a wealth of experience. She previously worked for another wealth management firm in Portland and recently returned from Paris where she worked remotely as a CPA specializing in personal tax returns. She enjoys the craft of providing investment advice and building holistic financial plans for individuals and families, making her a great addition to our Vista team. Outside of work, Nicole spends much of her time outdoors and identifies as an avid runner, voracious reader, and croissant connoisseur.

New blog post! 📝 Each year, Vista’s investment, financial planning, and legacy planning teams present and discuss in-depth research projects designed to inform and inspire our work. With a nod to the Olympic games, this year’s event featured a panel discussion with elite athletes who shared perspectives on what it means to achieve peak performance. Director of Investments Alex Canellopoulos, CFA, CFP® takes us behind the scenes for a recap. https://lnkd.in/gQYs2Jmi

Vista is delighted to welcome Bree Sportelli, Client Service Associate to the team! ⭐ Bree was born and raised in the Pacific Northwest and earned her Bachelor of Science degree in Business Management from Portland State University. Outside of work, she enjoys spending quality time with family, exploring the great outdoors, cooking and baking, and staying active through running, cycling, and workout classes.

New blog post! 📝 Broaching the topic of an inheritance can be uncomfortable. But when done with genuine care and connection, these conversations can strengthen your relationship, provide clarity, and relieve stress for everyone. Director of Legacy Planning Julia Tierney, CFP® provides guidance on finding the right approach. https://lnkd.in/gpD_VK5Y

New video! ▶️ At the mid-point of 2024, the year has been an excellent one for investors. Despite setbacks in April, the S&P 500 has returned over 15% in the first two quarters. In our quarterly market review video, Vista’s Director of Investments Alex Canellopoulos, CFA, CFP® shares highlights and observations about the year so far, including the role of international stocks in Vista’s portfolios. https://lnkd.in/g9S36XFj

New blog post! 📝 Election season is upon us, and it’s certain to be a memorable one. With a rare presidential rematch, an anticipated wave of Congressional retirements, and numerous challenges at home and abroad, how will the election results impact your portfolio? As Vista's Director of Investments, Alex Canellopoulos, CFA, CFP® writes, the impact might be smaller than you think. https://lnkd.in/g9_J2avR

Please join us in congratulating Alex Canellopoulos, CFA, CFP®, on his promotion to Director of Investments at Vista Capital Partners. In his expanded role, Alex will lead Vista's market, fund, and performance-related investment research, while overseeing our trading processes and staff. Cheers to you, Alex, for this well-deserved promotion!

Vista was honored to welcome special guests to the Vista 2024 Wealth Symposium Peak Performance Panel: Galen Rupp (Team USA distance runner at the 2008, 2012, 2016, and 2021 Olympic Games); Lt. Rachel Andrew (Gold medal in the 1995 Pan American Games in fencing); and Andrew Herman (Team USA race walking at 2000 Olympic Games). Moderated by Vista's Chief Wealth Officer Dougal Williams, CFA, the panel collectively inspired us to achieve peak performance through discipline, positivity, being true to our "why," and enjoying the journey along the way.