Vergepointe Employee Directory

Q: Who are Vergepointe key employees?

Some of Vergepointe key employees are Matthew Vance , Craig Olson

Vergepointe corporate office is located in 5285 Meadows Rd Ste 161, Lake Oswego, Oregon, 97035, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

C-Suite

Finance

Operations

Key Employees of Vergepointe

MV
Matthew Vance
Managing Director & Co-Founder
PhoneEmail
Craig Olson
Managing Director & Co-Founder
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Vergepointe Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Vergepointe

Hundreds of professionals searching for Vergepointe have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

ST
Scott Theodorson
Email Direct
Manager, Wealth Operations
United States , Oregon , Lake Oswego

MV
Matthew Vance
Email Direct
Managing Director & Co-Founder
United States , Oregon , Lake Oswego

Craig Olson
Email Direct
Managing Director & Co-Founder
United States , Oregon , Lake Oswego

AH
Arianne Hartzler
Email Direct
Senior Accountant
United States , Oregon , Lake Oswego

TT
Theresa Trafficante
Email Direct
Manager, Wealth Operations
United States , Oregon , Lake Oswego

SM
Suzette Malan
Email Direct
Office Administrator
United States , Oregon , Lake Oswego

RA
Roxanne Adams
Email Direct
Accounting
United States , Oregon , Lake Oswego

Former Employees at Vergepointe

Explore people who held key positions, contributed to Vergepointe's success, and advanced their careers.

Jeff LaViolette

Vice President, Mortga... at First Tech Federal Cre...

Worked as Director, Mortgage Operations Financial Planni...

at Vergepointe (2019-2023)

Direct

Kramer Croisant

Manager, Financial Pla... at Apella Wealth

Worked as Associate

at Vergepointe (2016-2019)

Direct

Alyssa Kuchenreuther

Senior Tax Accountant at Wilcox Arredondo

Worked as Tax Accounting Staff

at Vergepointe (2017-2018)

Direct

Mask Content

Senior Consultant at Turning Point

Worked as Business Consultant

at Vergepointe (2018-2019)

Direct

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Frequently Asked Questions Regarding Vergepointe Employees

How many employees does Vergepointe have?

Vergepointe has 11-50 employees

Who are Vergepointe key employees?

Some of Vergepointe key employees are Matthew Vance, Craig Olson

Where is Vergepointe located?

Vergepointe’s headquarters are located at 5285 Meadows Rd Ste 161, Lake Oswego, Oregon, 97035, United States

How do I contact Vergepointe?

Vergepointe Contact Info: Phone number: (503) 684-0100 Website: www.vergepointe.com

What does Vergepointe do?

VergePointe is a team of professional wealth advisors focused on assisting successful entrepreneurs, real estate investors, and high net worth families. They offer comprehensive and customized financial advice, specializing in family office services, private equity investments, and real estate development. With over 30 years of experience, VergePoi... Read More

Is Vergepointe a public company?

Vergepointe is private company therefore does not currently have an official ticker symbol

See more information about Vergepointe Employees