John Reimer

Senior Portfolio Manager

Professional Overview

John Reimer is a seasoned investment professional with over 20 years of experience managing portfolios for high-net-worth individuals and family offices. As a Senior Portfolio Manager, he leverages his deep expertise in market analysis, asset allocation, and risk management to deliver tailored investment strategies that help his clients achieve their financial goals.

Experience Summary

Current Role

John currently serves as a Senior Portfolio Manager at a prominent Family Office in Seattle, Washington. In this role, he is responsible for overseeing the management of multi-asset investment portfolios, conducting thorough research and analysis to identify attractive investment opportunities, and collaborating with the firm's wealth management team to develop customized solutions for clients. Under his leadership, the portfolios have consistently outperformed relevant benchmarks, earning him a reputation as a trusted and respected investment professional within the industry.

Career Progression

Prior to his current role, John held various senior-level positions in the investment management field. He served as the Senior Portfolio Manager and Director of Research at Stellar Capital, which is now part of HoyleCohen Wealth Management, for over 17 years. During his tenure, he played a key role in the firm's investment decision-making process, leveraging his expertise in portfolio construction and risk management to help the firm's clients navigate volatile market conditions. Earlier in his career, John was a Portfolio Manager at PacWest Financial Management and the Founder and President of Advantage Capital Management, where he demonstrated his ability to deliver strong investment performance and client satisfaction.

Academic Background

John holds a Bachelor of Science in Finance from the University of Washington, where he graduated with honors. He is also a CFA charterholder, a designation that reflects his deep understanding of investment analysis, portfolio management, and ethical standards in the investment industry.

Areas of Expertise

• Comprehensive portfolio management for high-net-worth individuals and family offices

• Advanced asset allocation strategies and portfolio construction

• In-depth market research and investment analysis

• Risk management and mitigation

• Wealth planning and client relationship management

Professional Impact

Throughout his career, John has made significant contributions to the investment management industry. He has been a frequent speaker at industry conferences, sharing his insights on trends and best practices in portfolio management. Additionally, he has authored several articles and white papers that have been published in respected financial journals, further enhancing his reputation as a thought leader in the field.

Conclusion

With his extensive experience, proven track record, and forward-thinking approach, John Reimer is a highly respected investment professional who is well-positioned to continue delivering exceptional results for his clients. His dedication to excellence, coupled with his deep understanding of the investment landscape, make him a valuable asset to the Family Office he serves.