Pure Portfolios Team
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.
(971) 205-7733 | email@example.com
Nikolaas Schuurmans, 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.
(503) 702-5727 | firstname.lastname@example.org
Toby Webber, CFA
Chief Financial Officer, Partner
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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.
(503) 626-6912 | email@example.com
David Gewant, CIMA®, CAIA
Chief Operating Officer, Partner
Director of Client Experience, Advisor
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.
(971) 297-1368| firstname.lastname@example.org
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.
(503) 478-6632| email@example.com
Client Service Administrator
Colin joined Pure Portfolios in May 2021 as a Client Service Administrator. Prior to his new role at Pure, Colin worked in Scottsdale, Arizona at a boutique wealth management company where he provided client support and account management. Colin earned a Bachelor of Arts in Sociology from Seattle Pacific University.
Outside of work, Colin likes to spend time with his friends and family, most notably, on the Oregon coast where he grew up. Colin is an avid reader, and enjoys golfing and hiking.
(503) 744-4724 | firstname.lastname@example.org