Becker Capital Management, Inc.

Thomas Mc Conville is a financial advisor at Becker Capital Management, Inc. in Portland, OR, holding a Series 65 credential with 12 years of industry experience. He has been with Becker Capital Management since 2013. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, pension plans, and institutions. The firm employs a value-oriented, research-driven investment approach across multiple asset classes and manages both registered mutual funds and private funds.

Janeen Mcaninch is a financial advisor at Becker Capital Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Becker Capital Management since 1987. Becker Capital Management, Inc. is an employee-owned, SEC-registered investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, pension plans, and institutional investors. The firm employs a research-driven, value-oriented investment approach combining bottom-up fundamental analysis with top-down asset allocation and offers a range of services including discretionary portfolio management, financial planning, and institutional consulting.

Mack Golos is a CFP® and Series 66 registered advisor with Becker Capital Management, Inc. in Portland, OR, where he has worked for three years. His prior experience includes roles at Vanguard and the City of Portland. Becker Capital Management, Inc. is an employee-owned investment adviser managing approximately $5 billion for a diverse client base, including individuals, high-net-worth clients, institutions, and pension plans. The firm employs a value-oriented investment approach that integrates bottom-up fundamental analysis with top-down asset allocation across multiple asset classes and offers both discretionary portfolio management and specialized services such as institutional consulting and private fund management.

Gretchen Johnson is a financial advisor at Becker Capital Management, Inc. with the ChFC® designation and three years of industry experience. Prior to joining Becker Capital Management in 2022, she worked at Tegra Global and spent over a decade at Nike. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for individual, high-net-worth, institutional, and nonprofit clients. The firm employs an integrated research and portfolio construction process emphasizing valuation and quality within a value-oriented framework and offers a range of strategies including multi-asset, value equity, fixed income, impact/ESG, and private capital.

Sharon Gueck is a CFP® with 14 years of industry experience, currently serving as an advisor at Becker Capital Management, Inc. She holds a Series 63 license and has been with Becker Capital Management since 1994. Becker Capital Management, Inc. is an SEC-registered, employee-owned investment adviser managing approximately $5 billion for a diverse client base, including individuals, high-net-worth clients, trusts, endowments, pension and profit-sharing plans, and institutional investors. The firm employs a value-oriented, integrated research and portfolio construction process and offers a range of services including discretionary portfolio management, financial planning, institutional consulting, and sub-advisory services.

Brandon Ferree is a CFA® charterholder with 12 years of industry experience. He is currently with Becker Capital Management, Inc., where he has worked since 2024. Prior to that, he spent 11 years at Fisher Investments. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, and institutional investors. The firm employs a value-oriented investment approach that integrates bottom-up fundamental research with top-down asset allocation, offering a range of strategies across multiple asset classes and managing both registered mutual funds and private funds.

Ryan Mcaninch is a financial advisor at Becker Capital Management, Inc. in Seattle, WA, holding a Series 66 designation with 13 years of industry experience. He has been with Becker Capital Management since 2016. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for a diverse client base, including individuals, high-net-worth clients, trusts, endowments, and institutional investors. The firm employs a value-oriented investment approach that integrates bottom-up fundamental analysis with top-down asset allocation and manages both registered mutual funds and private funds.

Siddharth Parakh is a financial advisor at Becker Capital Management, Inc. in Seattle, WA, holding Series 63 and Series 65 designations with 10 years of industry experience. He has been with Becker Capital Management since 2015. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, pension and profit-sharing plans, and institutional investors. The firm employs an integrated research and portfolio construction process within a value-oriented framework, offering a range of strategies across multi-asset, value equity, fixed income, impact/ESG, and private capital.

Tyler Kaluza is a CFP® with 11 years of industry experience, currently serving at Becker Capital Management, Inc. since 2019. Prior to that, he worked for five years at Cornerstone Advisors, Inc. Becker Capital Management, Inc. is an SEC-registered, employee-owned investment adviser managing approximately $5 billion for a diverse client base, including individuals, high-net-worth clients, institutions, and registered mutual funds. The firm employs a research-driven, value-oriented investment approach across multiple asset classes and offers discretionary portfolio management alongside institutional consulting and nonprofit services.

Heidi Goertzen is a CFP® and Series 65 licensed financial advisor with seven years of industry experience. She has worked at Becker Capital Management, Inc. since 2019, following prior roles at Confluence Wealth Management and Ferguson Wellman Capital Management. Becker Capital Management, Inc. is an employee-owned SEC-registered adviser managing approximately $5 billion for individual and institutional clients. The firm employs a value-oriented investment approach combining bottom-up fundamental analysis with top-down asset allocation and offers a range of strategies including multi-asset, value equity, fixed income, impact/ESG, and private capital.

Tyler Jaglowski is a financial advisor at Becker Capital Management, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Becker Capital Management in 2024, he worked at MacKay Shields, LLC, the University of Oregon, D.B. Fitzpatrick & Co., and Goldman Sachs Execution & Clearing. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for individual and institutional clients. The firm employs an integrated research and portfolio construction process combining fundamental analysis with asset allocation within a value-oriented framework and offers a range of strategies across multiple asset classes.

Deidra Krys Rusoff is a Series 65-licensed financial advisor at Becker Capital Management, Inc. in Portland, OR, with seven years of industry experience. She has worked at Becker Capital Management since 2018 and previously spent 14 years at Ferguson Wellman Capital Management. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for individuals, high-net-worth clients, trusts, endowments, pension and profit-sharing plans, and institutional investors. The firm employs an integrated research approach combining bottom-up fundamental analysis with top-down asset allocation within a value-oriented framework and offers a range of strategies across multiple asset classes.

Melissa May is a financial advisor at Becker Capital Management, Inc. She holds a Series 65 designation and has experience working in legal and advisory roles, including positions at Duffy Kekel LLP and Catalyst Law, LLC. She also operated her own firm, Melissa May, L.L.C., from 2015 to 2017. Becker Capital Management, Inc. is an employee-owned investment adviser managing approximately $5 billion across individual, high-net-worth, institutional, and nonprofit clients. The firm employs a value-oriented investment approach combining bottom-up fundamental analysis with top-down asset allocation and offers a range of services including portfolio management, financial planning, and institutional consulting.

Stephen Laveson is a financial advisor at Becker Capital Management, Inc. in Portland, OR, holding a Series 65 designation with 30 years of industry experience. He has been with Becker Capital Management since 1995. Becker Capital Management is an employee-owned investment adviser managing approximately $5 billion for a diverse client base including individuals, high-net-worth clients, trusts, endowments, and institutional investors. The firm employs an integrated research and portfolio construction process focused on value-oriented strategies across multiple asset classes and offers a range of services from discretionary portfolio management to nonprofit consulting.

Meaghan Bradley Bussell is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. She has been with Becker Capital Management, Inc. since 2018. Becker Capital Management, Inc. is an SEC-registered, employee-owned investment adviser managing approximately $5 billion for individual and institutional clients. The firm employs a value-oriented investment approach that integrates bottom-up fundamental analysis with top-down asset allocation and offers a range of strategies including multi-asset, value equity, fixed income, impact/ESG, and private capital.