John Woolley – Director of Wealth Management2018-11-30T09:39:18+00:00
 

John Woolley – 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 has served as elder, secretary, treasurer for his church, and is 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.


John Woolley is affiliated with Geneos Wealth Management, Inc.

 

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

 

Download John’s Bio

Contact:

jwoolley@thepartnersgroup.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

Employee Benefits

The Employee Benefits Division of The Partners Group serves the employee benefit needs of over 500 West Coast employers, with offices in Portland, Lake Oswego, and Bend, OR; Bellevue, WA; and Bozeman MT. Our benefits consulting team specializes in providing a highly-consultative approach coupled with problem-solving wellness analytics, to help employers reduce healthcare costs, improve employee health, and create long-term health plan stability.

Business Consulting

The Business Consulting Division of The Partners Group is dedicated to consulting with healthcare systems and jumbo employers to manage the health and well being of their employees, families, and communities. Our focus is to provide an innovative, solution-oriented service that capitalizes on data to pinpoint potential problems. Whether it be uncovering potential sources of escalating healthcare costs, or other anomalies in data, this service provides endless, problem-solving advantages to a variety of industries.

Commercial Insurance

The Partners Group Commercial Insurance Division manages the business risks for hundreds of employers. We provide an unmatched depth and breadth in commercial insurance and risk management services combined with extraordinary people who possess an unusual ability to connect on a personal level. We work hard to understand the unique risks and exposures of your business, and identify the solutions to provide the right coverage for the right price. As an independent company The Partners Group can tailor solutions to work specifically for you, even creating new policies and programs, if that’s what you need.

Private Client Services

The Partners Group Private Client Services Division advises business owners and high income shareholder groups comprising just over 3,200 successful individuals, families and medical professionals on investment services, retirement planning, and personal insurance. We’ve been in business for over 30 years as a privately held company based in the Northwest, and we’re here to stay. Additionally, we are not tied to products and plans. We provide various platforms and a multitude of options to fit your needs, which can change over time as your life changes. When you work with TPG Private Client Services, you’re dealing with the shareholders of this firm, and we are honored to play a role your life, your family’s lives, and your next generation’s lives.