John Woolley – Managing Director of Wealth Management:

John has a broad range of financial industry experience spanning over 30 years in areas such as lending, private debt and equity investing, as well as in publicly traded investments and portfolio management.

Prior to joining The Partners Group, John was a senior portfolio manager and member of the national investment policy committee for Key Private Bank.

As Managing Director of Wealth Management, John enjoys leading the wealth management team, assembled to address the unique challenges and opportunities of successful individuals, non-profits and foundations.

Active in his community, John is currently a board member and treasurer for Harmony Academy, Oregon’s first recovery high school and has served as elder, secretary and treasurer for his church. John is also a past board chair for the Oregon Children’s Theater and Three Rivers Charter School. When not advising clients, John spends his time barbecuing, golfing and fly-fishing Oregon rivers for steelhead.


 

 

Check the background of this investment professional on FINRA’s BrokerCheck

 

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Contact:

jwoolley@tpgrp.com

503.941.4359

Events & Education:

Frequent noted speaker on behavioral finance and fixed income.

Bachelor of Arts in Economics from Middlebury College 

Master of Business Administration in Finance, with honors,
from University of Oregon