111 SW 5th Avenue, Suite 4000
Portland, OR 97204
P: (503) 772-0159
P: (888) 559-0159
info@multnomahgroup.com
Click here for a map of our location.
To contact one of our consultants directly, click here.
Our team of dedicated professionals bring diverse backgrounds and experience to Multnomah Group.
Together, we are committed to helping retirement plan sponsors create and maintain successful retirement plans.
Our collaborative approach to client service ensures that clients have access to the best resources within our organization.
Managing Principal
Erik Daley is the managing principal for Multnomah Group.
Chief Investment Officer
Scott Cameron is the chief investment officer for Multnomah Group and a co-founding principal of the firm.
Principal
Brian Montanez is a principal at Multnomah Group.
Senior Consultant and Director of Investment Services
David Williams is a senior consultant and the director of investment services for Multnomah Group.
Senior Consultant and Director of ERISA Technical Services
Greg is a senior consultant and the director of ERISA technical services at Multnomah Group.
Consultant and Director of Vendor Services
Hailey McLaughlin is a consultant director of vendor services for Multnomah Group.
Retirement Plan Analyst
Candace Finn is a retirement plan analyst at Multnomah Group.
Senior Investment Analyst
Tina Beltrone is a senior investment analyst for Multnomah Group.
Investment Analyst
Caryn Sanchez is an investment analyst at Multnomah Group.
Office Coordinator
Jennifer Tamayo is the office coordinator for Multnomah Group.
Marketing Manager
Lindsey Knopik is the marketing manager for Multnomah Group.
Chief Compliance Officer
Becki Koldsbaek is the chief compliance officer for Multnomah Group.
Retirement Plan Analyst
Chad Greenwood is a retirement plan analyst for Multnomah Group.Investment Operations Analyst
Max Jundt is an investment operations analyst at Multhomah Group.Retirement Plan Analyst
Rachel Coons is a retirement plan analyst for Multnomah GroupYou’ve decided it is time to conduct a full recordkeeping vendor search, and you know it can be a detail-laden, ... Read more
As we covered in Part 1 and Part 2 of this series, recordkeeping and administration of retirement plans is multifaceted, and ... Read more
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