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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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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toby@pureportfolios.com 

(503) 702-5727

Toby Weber, CFA

Prior to merging with Pure Portfolios, Toby Weber was Managing Partner at Northwest Wealth Advisors. 

 

Toby joined Northwest Wealth in 2016 after a twenty-year career in Corporate Finance at Oracle Corporation, ECS and ESCO Corporation.  Toby wanted to take his passion for investing, ability to analyze and solve problems, and desire to help others into wealth management to help clients successfully plan for and navigate their financial future. 


Toby earned a B.S. in Finance from the University of Oregon.  He is Chartered Financial Analyst (CFA) and a member of the CFA Society of Portland.  Toby is a current Board member for Central Catholic High School’s Endowment and a former Board member of the West Linn-Wilsonville Education Foundation.  Toby and his wife, Nikki live in West Linn, Oregon with their five children. 

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julie@pureportfolios.com

(503) 478-6632

Julie Johnsen

Investment Advisor Representative

Julie, a registered Investment Adviser Representative, started working at Northwest Wealth Advisors in 2005.  She provides a continuity of support across our firm services focusing on serving and meeting the needs of clients, investment team support and data management.

Julie's financial services career began in New York as a Portfolio Administrator at Brown Brothers Harriman and was followed by several years in the Marketing Department at Columbia Management Company in Portland.

Julie graduated from Bucknell University with degrees in International Relations and French.  She is active in her kids' schools as well as volunteers for the Oregon Food Bank.  An avid skier and hiker, she can often be found taking full advantage of the natural beauty of the Pacific Northwest.

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erin@pureportfolios.com

(971) 297-1368

Erin Varghese

Director of Client Experience

Erin is a registered Investment Advisor Representative and has been working at Pure Portfolios since 2020. 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.

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