Pure Portfolios Team

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nik@pureportfolios.com

(971) 205-7733

Nik D. Schuurmans, CFA

Nik founded Pure Portfolios with a vision to create a new client-centric experience. He believes in raising the standards of professional conduct within financial services.  Nik shares his passion for investor rights, higher ethical standards, and financial markets through his weekly blog. Nik has been quoted in Investor’s Business Daily, Portland Business Journal, WSJ, ETF.com and Financial Advisor Magazine.

He most recently held the position of Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management. Nik earned a B.A. in Finance from Washington State University and earned the right to use the CFA designation. Nik has served as an adjunct finance professor at Washington State University Vancouver campus.

 

He enjoys golfing, coaching, reading and spending time with his wife and three children.

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Robert Okada, CFA

Robert has a broad range of expertise in wealth management ranging from portfolio management, market and investment strategy to investor education. Robert is a regular contributor to Seeking Alpha and the Portland Business Journal.

 

Robert most recently held the position of Director of Investments and Chief Strategist at a Portland, OR area RIA. Previously, he worked in global fixed income at Salomon Brothers and was instrumental in building out the firm's Asia West Coast presence. He also served as Vice President for Smith Barney in San Francisco. 

Robert holds the Chartered Financial Analyst (CFA) designation, and earned his BA in Business Administration from the University of Washington.

 

He is an avid telemark and backcountry skier, mountain biker, and fly fisherman.

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David M. Gewant, CIMA®, CAIA

David brings with him 25 years of experience in wealth management and financial services. Throughout his career, David has managed assets and engaged in wealth planning for high net worth, family office, philanthropic and institutional clients.

He most recently held the position of Division Investment Executive & SVP, West Region, at U.S. Trust, Bank of America Private Wealth Management. Prior to that, David served as a Market Investment Director and Portfolio Manager in the Portland, OR office at U.S. Trust.

 

David began his career in New York as a Portfolio Manager and Equity Analyst. David earned a BA from Denison University and an MBA in Nonprofit Management from University of Portland. He holds both the Certified Investment Management Analyst (CIMA®) and Chartered Alternative Investment Analyst (CAIA) designations.

 

David serves on the advisory boards for both Denison and University of Portland Business School. He is active with several charitable organizations in the greater Portland community, and enjoys skiing, fly fishing and spending time with his wife and 3 boys.

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erin@pureportfolios.com

(971) 297-1368

Erin brings expertise in client service and an enthusiasm for financial planning.  Prior to joining Pure, she held various positions in banking at U.S. Bank, and started her career in investments at E*TRADE as a Financial Consultant.  Erin earned a Bachelor of Science in Finance and Economics at Portland State University and was President of the Financial Management Association. 

 

Erin is an advocate for financial literacy and education and volunteers locally for Financial Beginnings which aims to help younger investors.  She enjoys spending time with her husband and exploring all that Portland has to offer, including camping, hiking and snowboarding.

Erin Varghese

Director of Client Experience

The Team Behind the Scenes

Pure Portfolios carefully selected tru Independence as our partner to provide the highest of quality back office support.

The tru team has extensive experience in managing the operations of independent investment advisory firms.

They ensure we use leading, integrated technology with excellent security measures, operate with the highest of compliance standards and have access to superior, independent analytics and research.

Tami Martin

Managing Director, Operations

Stacy Sizemore

Compliance

Paul Dalton

Chief Technology Officer