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 97258
Heather Anderson - Portland, OR
AVP Operations Principal
- Phone: 503-546-2420
- Email: handerson@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97258
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 97258
Ryan Brown - Portland, OR
Operations Manager
- Phone: 503-546-2405
- Email: rbrown@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97258
Tera Brown - Portland, OR
Administrative Manager
- Phone: 503-546-2437
- Email: tbrown@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97258
Missy Burton - Portland, OR
Accounting Specialist
- Phone: 503-546-2454
- Email: mburton@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97258
Nancy Cosby - Portland, OR
Receptionist
- Phone: 503-546-2400
- Email: ncosby@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97258
Ginny Davis - Medford, OR
Registered Client Associate
- Phone: 541-227-0315
- Email: gdavis@umpquainvestments.com
- Address: 2594 E Barnett Rd. Suite A, Medford, OR 97501
Amanda Dodson - Medford, OR
Registered Client Associate
- Phone: 541-227-0316
- Email: adodson@umpquainvestments.com
- Address: 2594 E Barnett Rd. Suite A, Medford, OR 97501
Sherrie Kerr - Portland, OR
VP Supervision
- Phone: 503-546-2418
- Email: skerr@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97258
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
Frances Lee - Seattle, WA
Registered Client Associate
- Phone: 206-749-7423
- Email: flee@umpquainvestments.com
- Address: 111 Third Avenue, 29th Floor, Seattle, WA 98101
Kevin McShane - Portland, OR
Investment Associate
- Phone: 503-546-2435
- Email: kmcshane@umpquainvestments.com
- Address : One SW Columbia Street, Suite 300 - Portland, OR 97258
Lee Melvin - Portland, OR
Client Relationship Associate
- Phone: 503-546-2440
- Email: lmelvin@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97258
Eric Middleton - Seattle, WA
National Sales Manager
- Phone: 206-749-7312
- Email: emiddleton@umpquainvestments.com
- Address: 1111 Third Avenue, Suite 2900 - Seattle, WA 98101
Pamela Oishi - Portland, OR
Registered Client Associate
- Phone: 503-546-2461
- Email: poishi@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97258
Kathy Rasmussen - Portland, OR
AVP Compliance
- Phone: 503-546-2428
- Email: krasmussen@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97258
Colleen Schriever - Portland, OR
Registered Client Associate
- Phone: 503-546-2401
- Email: cschriever@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97258
Harry Striplin - Portland, OR
SVP Chief Compliance Officer
- Phone: 503-546-2443
- Email: hstriplin@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97258
Jeani Winterbourne - Portland, OR
President/COO
- Phone: 503-546-2408
- Email: JWinterbourne@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97258
Interested in joining us?
Learn more about current career opportunities, or call us at: 800.452.1929.
To find an advisor near you, please stop by one of our local offices or visit our advisor directory.