The Partners Group announces it has added John Woolley as Director of Wealth Management to the Private Client Services team in Portland, OR. John came to The Partners Group with nearly 30 years of experience in areas such as lending, private debt and equity investing, as well as in publicly-traded investments and portfolio management.
As Director of Wealth Management at The Partners Group, John enjoys leading a team of subject matter experts assembled to address the unique challenges and opportunities of successful individuals, non-profits, and foundations. John joins The Partners Group most recently from Key Private Bank, where he was a Senior Portfolio Manager and Member of its National Investment Policy Committee.
“We are thrilled to have John join the TPG Wealth Management Team. His experience and skill set is unquestioned,” says Rod Cruickshank, President and CEO of The Partners Group. “John will help lead growth in market share for The Partners Group’s wealth management business.” John holds a Series 65 securities license, and graduated from Middlebury College in Vermont, earning a BA in Economics. He received an MBA in Finance, with honors, from the University of Oregon.
Founded in 1981, The Partners Group has been serving the financial and insurance needs of employers, medical professionals, and successful individuals for over 35 years. They are an independent consulting firm with over 140 employees, and services including employee benefits, business consulting, retirement planning and investment services, commercial and individual insurance. The Partners Group has offices in Bellevue, WA; Portland, OR; Lake Oswego, OR; Bend, OR; and Bozeman, MT. For more information, please visit https://www.thepartnersgroup.com. 503-241-9550.