Joe Fleischmann is a principal and retirement plan consultant for Multnomah Group. He works with clients advising them on investment menu construction, investment manager selection, fiduciary governance, and vendor management.
Joe has been working in the retirement plan industry since 2001. He first began his career working for the original Portland-based Columbia Funds serving as an institutional retirement relationship manager. He previously served as a retirement plan advisor for two northwest based investment advisory firms. Most recently, he was a partner of a Portland-area firm that worked exclusively with corporate retirement plans.
He graduated with a Bachelor of Science degree from the University of Oregon in 2000. He holds the Accredited Investment Fiduciary (AIF) designation in addition to the Series 65 securities registration.
P: (971) 277-9415