Pure Portfolios Team

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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.

Nik D. Schuurmans, CFA

nik@pureportfolios.com

(971) 205-7733

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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.

David M. Gewant, CIMA®, CAIA

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Kelley and C Street Media oversee the branding, marketing, and website development for Pure Portfolios. She has more than 15 years of experience in client services, marketing, and business development. Her background includes Vice President of Marketing for an international media company, and over a decade of experience at leading Los Angeles advertising agencies.

 

Kelley attended the Edward R. Murrow School of Communications at Washington State University. She enjoys traveling, golfing, and spending time with her husband and two boys.

Kelley Stauffer

C Street Media

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

Cammie Roberts

Operations Specialist