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We strive to foster multigenerational relationships that trust in our competency to make decisions, seen and unforeseen, so that clients may invest strategically, execute flawlessly, and sleep soundly.
Our focus is on individuals and families seeking advice and direction for their assets and liabilities. Through forward-thinking, stable and strategic advice, we allow our clients to worry less and expect more.
Omar Marquez, Senior Vice President/Investments
Recognizing the varied and disparate service needs of ultra high net worth individuals and families along with the complexity and freedom that wealth brings, Omar's 13 years of wealth management and tax consulting experience enable him to bring a unique vision and customized approach to each client. Omar received his Bachelor of Science degree from the University of Texas, and his MBA in Tax Management from the University of San Francisco. Prior to Umpqua Investments, Omar worked at Banc of America Investment Services Inc. Private Wealth Management and at Morgan Stanley.
Karla Pemberton, Client Service Manager
Karla manages the team's information systems and aids in the development, organization, and execution of client solutions. Karla received her Bachelor of Science degree in business Administration from the Charles H. Lundquist College of Business from the University of Oregon. Prior to Umpqua Investments, Karla worked at Banc of America Investment Services, Inc., and at AXA Advisors, LLC.