As the financial world continues to evolve, so does Becker Capital. Today we offer clients a range of investment solutions and comprehensive advice to meet their specific needs, from individual stocks and bonds to diversified portfolios that include ETFs, real estate, private equity, and other alternatives when appropriate. Every client is unique and so are their investment portfolio needs. To ensure that we continue to expand our knowledge base and provide exemplary client service, we have recently invested in five new employees to better serve you.
David Greenwood, CFA, Senior Associate
Our multi asset investment capabilities have enabled us to better serve our clients by providing broad diversification across asset classes, geographies and active/passive strategies. David’s role involves researching and vetting investment opportunities across the multi asset and impact channels. David brings experience in investment manager research and impact integration. David received his undergraduate degree from Whitworth University and additionally is a holder of the right to use the Chartered Financial Analyst® designation.
Tom Doyle, Director
Serving our non-profit clients who address the essential needs in our community has been a cornerstone of Becker Capital Management for over 30 years. To better serve our non-profit partners in the community, we welcomed Tom Doyle to the team as Director of Non-Profit Engagement. Tom has substantial experience working in and running non-profits with a focus on operational excellence. For more than two decades he has provided leadership in educational and social service agencies in both faith-based and secular organizations. Tom’s role at Becker Capital is to serve as a resource to our non-profit clients, providing expertise on a range of topics such as strategic planning, fundraising operations, planned giving and more. Tom received an undergraduate degree from the University of Notre Dame and a M.B.A. from the Harvard Business School.
Gretchen Johnson, Director
As we expand and onboard new clients, we continue to identify highly capable individuals to manage these relationships. Gretchen is one of these individuals. She joins the firm after spending four years as an Account Director at Tegra Global, LLC. Gretchen has extensive experience in relationship management, business development and team leadership. She will be an integral member of our wealth management team and her primary focus will be on business development and expanding client relationships. Gretchen is very active in the community, supporting various organizations such as the Tournament Golf Foundation, Jacobsen Youth Initiative and the Evans Scholars Foundation. Gretchen received her undergraduate degree from New York University.
Laura Orellana, Client Service Associate
Providing exceptional client service has been a core focus since the inception of our firm and we continue to invest in our people to further our commitment to this standard. Laura joins the firm as a Client Service Associate, playing a vital role on the service team to ensure clients’ needs are promptly identified and addressed. She has over 11 years of client service experience and is additionally pursuing her Masters of Science in Finance. Laura received her undergraduate degree from California State University Northridge.
Nick Herrick, Associate Director
We are pleased to have Nick join our team at Becker Capital. Prior to joining the firm, Nick spent many years as a paralegal. Nick works across a variety of areas including client meeting coordination, event planning and client communications. Nick received his undergraduate degree from Northeastern University.
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Thank you for allowing us to partner with you on this journey. We will continue to invest in the resources needed to provide you with an experienced team to meet your financial and investment needs.
If you have any questions, please do not hesitate to call.