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+1 510-842-6060
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| 930 Bullock St, Lake Oswego, OR, 97034 | |
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0.7 miWillamette Shore Trolley Lake Oswego Station
0.9 miLake Oswego Transit Center
1.6 miWillamette Drive & Walling Circle
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Specialties
Intelligent financial planning and sound investment advice for families and individuals.
History
Established in 1998.
The presence of our family in the financial industry dates back to 1849 with the founding of Bankhaus S. Mattersdorff in Dresden Germany. The bank prospered for nearly 90 years but came to an end under the Nazi régime of the 1930s.
Today a new generation is inspired to fulfill a tradition of integrity and excellence, and to build lifelong trust with its clients.
Meet the Business Owner
Donald M.
Business Owner
Donald has over twenty years of experience as a financial advisor for institutions, mutual funds and private investors. His previous roles included working for the Boston based Putnam Family of Mutual Funds as a securities analyst and then as a portfolio manager. Later, he performed a similar role for GT Global Funds in San Francisco.
He graduated with honors from Dartmouth College in 1984 with a major in history. And he has been a Chartered Financial Analyst since 1995.
When he’s not working for his clients, he likes reading historical biographies, playing with his kids, skiing and volunteering in his community.
