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About Us
We believe that preserving wealth is just as important as growing it. We understand that protecting and generating wealth is as much about character, philosophy, outlook, and attitude, as it is about money. Our core purpose is to focus on prudent stewardship of your family's assets and to build relationships that stand the test of time.
We work with long-term investors, multigenerational families, including women investors, and conscious investors. We provide cash flow projections and analysis,help you manage your investments (including concentrated stock positions, restricted stock units, 401(k)s), and develop strategies for pre- and post-retirement income. We believe in the importance of doing good, being involved in the community, being respectful, and going the extra mile in everything we do.
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Bianca Urdes
Associate Vice President/Investments
Portfolio Manager – Solutions Program
Bianca Urdes brings a relationship-based approach to wealth management, leveraged by 17 years of investment and law experience. She primarily focuses on cash flow projections and planning, investment research and selection, and portfolio management. A part of our team's investment strategy board, she designs client-focused strategies and customized services for a broad array of high-net-worth investors. She understands the importance of patience, discipline, perspective, and the power of compounding and how they all play a part in helping clients pursue the life they've always wanted. She believes the future is bright for investors, especially women investors, and those who take a values-based investing approach.
Bianca earned an MBA in Finance from The School of Business at Portland State University and a Law degree from Dimitrie Cantemir University in Europe. She also successfully completed courses in Meeting Investors' Goals, Portfolio and Risk Management, and Understanding Financial Markets and received certificates from Geneva Finance Research Institute-University of Geneva.
After her graduate studies, Bianca has enjoyed mentoring finance students who are pursuing a career in the finance industry. She has also served on various finance committees and has participated in many fundraisers and community building projects. She is enthusiastic about supporting the arts and charitable organizations involved with children's health, education, and creativity. She enjoys spending time with her family and being curious about everything life has to offer.
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Tony Urdes, CIMA®
Senior Vice President/Investments
Portfolio Manager – Solutions Program
Tony Urdes brings more than 20 years of investment industry experience in providing wealth management strategies to high-net-worth investors and multigenerational families. He understands that building and preserving wealth requires commitment, discipline, and patience. Above all, he values people and what is important to them. A part of the team's investment strategy board, he creates a client-centered approach to developing strategies and services.
Tony earned the Certified Investment Management Analyst® (CIMA®) designation after completing coursework at the Wharton School of Business and has completed Wharton's Endowments & Foundations program. A life-long learner, he completed courses in Meeting Investors' Goals, Portfolio and Risk Management, and Understanding Financial Markets and also earned certificates from the Geneva Finance Research Institute-University of Geneva. He is a member of the Investments & Wealth Institute and has enjoyed mentoring graduate students from Portland State University's MBA program and other emerging finance professionals.
Prior to pursuing his passion for finance, Tony was a General Practitioner in Europe, focusing on the wellbeing of his patients. Estimating risks and benefits in the midst of real-time medical and financial decisions taught him the importance of high-quality research, professional advice, investment strategies, and how they can be used as tools for providing a balance in high pressure environments.
Tony is enthusiastic about supporting many charitable organizations, especially those involved with children's health and education. He is a President-Elect and member of the board of trustees of Congregation Beth Israel and a member of the Multnomah Athletic Club. Outside the office, he enjoys spending time with his family and remaining inquisitive about the world around us.
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Ken Miller
Senior Vice President/Investments
Ken began his investment industry career with Dean Witter in 1981, rising to Senior Vice President/Investments with Morgan Stanley by the mid-1990s. He attributes his success to his clients' support, with majority of them transitioning with him to Stifel in 2018. He provides his clients with long-term strategies in a constantly evolving industry and prides himself on demonstrating open communication and being available to address any questions. His approach is simple: Clients and their needs come first, while providing them with careful, unbiased guidance.
Understanding the importance of personally investing one's wealth, Ken is willing to invest his own money to discover the potential of an investment. Many of Ken's clients require a monthly income and for this reason, his focus is investing in attractive stocks, mutual funds, CDs, and bonds. Ken enjoys assisting in the financial health of others; he truly cares for their wellbeing.
He understands that, whenever possible, personal financial education should begin early. For more than 20 years, Ken has taught classes on savings and investments to Native American youth. This has resulted in many long-term relationships for the benefit of his students and their community.
Ken graduated from California State University, East Bay. He moved to Portland, Oregon, in 1978 and quickly became a proud Oregonian. The beauty and the serenity of the Pacific Northwest resonated with him, given his exposure to the fast pace of Southern California. Whether at his office in Portland or on the road, Ken is motivated to help others pursue their financial goals while educating and sharing his personal experience.