The $2.5 billion Vista Capital Companions has a brand new CEO in Dougal Williams, a veteran of the Portland-based agency since 2004.
Williams is succeeding earlier CEO Doug Johanson, who’s taking up as chairman of the agency’s board of administrators. Williams beforehand was Vista’s chief wealth officer and lead advisor, working with particular person, company and nonprofit purchasers. He’ll proceed to guide the agency’s wealth committee along with his new function.
“Dougal’s collective expertise at Vista—as advisor, lead advisor, chief funding officer, and chief wealth officer—make him uniquely certified to guide Vista as we try to turn out to be Oregon’s most admired wealth administration agency,” Johanson mentioned.
Based in 2001, Vista works with purchasers who’ve $2 million or extra to speculate. The agency has 35 workers and works with almost 600 purchasers, providing funding administration and monetary and legacy planning.
“I’m excited to guide Vista into this subsequent chapter as we work to ship profitable funding experiences for a rising group of purchasers,” Williams mentioned. “Our mission is to construct happier and extra affluent lives, and in doing so we try to make a significant and lasting impression on our group.
Co-founders Johanson and Michael O’Reilly are nonetheless concerned within the firm, which is 100% employee-owned and has 11 homeowners/companions.
