Our Team
J. Eric Field, CFP®, CIMA® - Seattle, WA 98101
Chief Executive Officer
- Phone: 206-749-7294
- Email: efield@umpquainvestments.com
- Address: 1111 third Avenue, Suite 2900 - Seattle, WA 98101
Jennifer Adelblue - Portland, OR
AVP Accounting Specialist
- Phone: 503-546-2407
- Email: jadelblue@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Heather Anderson - Portland, OR
VP Operations Principal
- Phone: 503-546-2420
- Email: handerson@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
John Bacialli - Portland, OR
VP Investments, Sales Manager
- Phone: 503-546-2424
- Email: jbacialli@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Anthony Bartels - Portland, OR
Operations Generalist
- Phone: 503-546-2493
- Email: abartels@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Ryan Brown - Portland, OR
AVP Operations Manager
- Phone: 503-546-2405
- Email: rbrown@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Tera Brown - Portland, OR
AVP Administrative Manager
- Phone: 503-546-2437
- Email: tbrown@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Missy Burton - Portland, OR
Accounting Specialist
- Phone: 503-546-2454
- Email: mburton@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Steven Chang - Portland, OR
Chief Compliance Officer
- Phone: 503-546-2443
- Email: schang@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Marie Clow - Portland, OR
Registered Client Associate
- Phone: 503-546-2466
- Email: mclow@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Nancy Cosby - Portland, OR
Receptionist
- Phone: 503-546-2400
- Email: ncosby@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Ginny Davis - Medford, OR
Supervisory Associate
- Phone: 541-227-0315
- Email: gdavis@umpquainvestments.com
- Address: 1211 E. McAndrews, 2nd Floor, Medford, OR 97501
Soren Erickson - Portland, OR
Assistant Bond Trader
- Phone: 503-546-2433
- Email: serickson@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Melissa Heikkinen - Portland, OR
Accounting Specialist
- Phone: 503-546-2451
- Email: mheikkinen@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Sherrie Kerr - Portland, OR
VP Supervision
- Phone: 503-546-2418
- Email: skerr@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Melissa Kiser - Lake Oswego, OR
Registered Client Associate
- Phone: 503-534-5481
- Email: mkiser@umpquainvestments.com
- Address: 385 First Street Suite 217, Lake Oswego, OR 97034
Madison Linman - Portland, OR
Operations Generalist
- Phone: 503-546-2463
- Email: mlinman@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Kevin McShane - Portland, OR
Investment Associate
- Phone: 503-546-2435
- Email: kmcshane@umpquainvestments.com
- Address : One SW Columbia Street, Suite 300 - Portland, OR 97204
Lee Melvin - Portland, OR
Client Relationship Associate
- Phone: 503-546-2440
- Email: lmelvin@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Alicia Murray - Medford, OR
Registered Client Associate
- Phone: 541-227-0300
- Email: amurray@umpquainvestments.com
- Address: 1211 E. McAndrews Road, 2nd Floor - Portland, OR 97204
Pamela Oishi - Portland, OR
Registered Client Associate
- Phone: 503-546-2461
- Email: poishi@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Loura Oswald - Portland, OR
Registered Client Associate
- Phone: 503-546-2403
- Email: loswald@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Kathy Rasmussen - Portland, OR
VP Compliance
- Phone: 503-546-2428
- Email: krasmussen@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Colleen Schriever - Portland, OR
Registered Client Associate
- Phone: 503-546-2401
- Email: cschriever@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Will Williams - Portland, OR
Registered Client Associate
- Phone: 503-546-2432
- Email: wwilliams@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Jeani Winterbourne, CRPC® - Portland, OR
President/COO
- Phone: 503-546-2408
- Email: JWinterbourne@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Interested in joining us?
Learn more about current career opportunities, or call us at: 800.452.1929.
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