Bryn Heyser Torkelson
Chief Executive Officer at Deschutes Portfolio Strategy LLC
Profile
Mr. Bryn H.
Torkelson is a Founder & Chief Investment Officer at Deschutes Portfolio Strategy LLC.
He advises retirement plans, foundations, and high net worth individuals while managing the company’s strategic vision and growth.
He oversees the firm’s investment research and is the head of the investment committee.
He is also the founder and portfolio manager of the Matisse Absolute Return limited partnership, and co-portfolio manager of the Matisse Discounted Closed-End Fund Strategy.
He started in the investment industry in 1981 as a broker with Smith Barney in Seattle.
He later moved to Boetcher & Co. and became a limited partner prior to the firm’s acquisition by Kemper.
In 1997, after an affiliation with Dain Bosworth, he founded Matisse Capital as a registered investment advisory firm.
He attended the University of Oregon and received a Bachelors of Science in Finance.
Bryn Heyser Torkelson active positions
Companies | Position | Start |
---|---|---|
Deschutes Portfolio Strategy LLC
Deschutes Portfolio Strategy LLC Investment ManagersFinance Deschutes Portfolio Strategy LLC, dba Matisse Capital (Matisse), is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded by Bryn Torkelson in 1997. Matisse serves as the investment manager of Matisse Funds, which includes two publicly traded open-ended mutual funds. The firm separately provides fee-based investment advisory and consulting services to individuals, employers, and nonprofits. | Chief Executive Officer | 01/01/1997 |
Former positions of Bryn Heyser Torkelson
Companies | Position | End |
---|---|---|
Smith Barney & Co., Inc. | Corporate Officer/Principal | 09/08/2011 |
Dain Bosworth, Inc. | Corporate Officer/Principal | 28/02/1997 |
Boettcher & Co. | Corporate Officer/Principal | - |
Deschutes Investment Advisors, Inc.
Deschutes Investment Advisors, Inc. Investment ManagersFinance Founded in 1997, Deschutes Investment Advisors, Inc. is a registered investment advisor located in Portland, Oregon. The firm is also known as Deschutes Portfolio Strategies. Their clients include high net-worth, individuals, families, corporate boards, 401(k) or pension boards, foundations, endowments, trusts and charitable organizations. | President | - |
Training of Bryn Heyser Torkelson
University of Oregon | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Members of the board
Executives
Linked companies
Private companies | 5 |
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Dain Bosworth, Inc. | Finance |
Smith Barney & Co., Inc. | Finance |
Boettcher & Co. | |
Deschutes Investment Advisors, Inc.
Deschutes Investment Advisors, Inc. Investment ManagersFinance Founded in 1997, Deschutes Investment Advisors, Inc. is a registered investment advisor located in Portland, Oregon. The firm is also known as Deschutes Portfolio Strategies. Their clients include high net-worth, individuals, families, corporate boards, 401(k) or pension boards, foundations, endowments, trusts and charitable organizations. | Finance |
Deschutes Portfolio Strategy LLC
Deschutes Portfolio Strategy LLC Investment ManagersFinance Deschutes Portfolio Strategy LLC, dba Matisse Capital (Matisse), is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded by Bryn Torkelson in 1997. Matisse serves as the investment manager of Matisse Funds, which includes two publicly traded open-ended mutual funds. The firm separately provides fee-based investment advisory and consulting services to individuals, employers, and nonprofits. | Finance |
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