1155 SW Morrison Street
Ste 501
Portland, OR 97205
P: (503) 772-0159
P: (888) 559-0159
info@multnomahgroup.com
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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.
Principal
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.
Principal
Charles Warren is a principal and retirement plan consultant for Multnomah Group.Principal
Joe Fleischmann is a principal and retirement plan consultant for Multnomah Group.ÂÂPrincipal
David Williams is a principal of Multnomah Group and serves as the director of investment services.
Principal
Hailey Fields is a principal of Multnomah Group and serves as the director of vendor services.
Senior Consultant and Director of ERISA Technical Services
Greg is a senior consultant and the director of ERISA technical services at Multnomah Group.
Director of Vendor Services
Emily Zinn is the director of vendor services at Multnomah Group.Associate Consultant
Becca Dobson is an associate consultant for Multnomah Group.
Senior Manager Research Analyst
Caryn Sanchez is the senior 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 / Director of Human Resources
Amy Barber is the chief compliance officer / director of human resources for Multnomah Group.Senior Financial Advisor
Nelson Rutherford is a senior financial planner for Multnomah Group. With more than three decades of financial planning experience, Nelson works with individuals and families on their tax planning, retirement plan design and consulting, and personal financial planning. He has also assisted trustees and sponsors in managing their retirement plan, charitable, institutional, and beneficiary wealth.Investment Operations Analyst
Rona Remoket Warren is a retirement plan analyst for Multnomah Group.Business Development Consultant
Brian Murphy is a business development consultant at Multnomah Group.Investment Operations Analyst
Hailey Cox is an investment operations analyst at Multnomah Group.Business Systems and Vendor Services Analyst
Azzurra Cappuccini is a business systems and vendor services analyst at Multnomah Group and a member of the Diversity, Equity, and Inclusion Committee. She is responsible for developing and maintaining the firm’s primary business systems and supporting consultants in serving its retirement plan clients on matters related to their recordkeeping vendor.Investment Operations Analyst
Stella Harkness is an investment operations analyst for Multnomah Group.Associate Financial Advisor
Jake Larson is an associated financial advisor at Multnomah GroupWhen it comes to managing a retirement plan, most fiduciaries focus on visible fees—recordkeeping, investment management, ... Read more
At our company meeting this week, our team explored the growing impact of incentives on the retirement plan industry. While ... Read more
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