Bryan Wiepert
Founder
Bryan began his career with one of the top investment firms in the world, Merrill Lynch, after that he spent over 12 years with US Bancorp Investments as a Senior Financial Advisor and Vice President. In his time there Bryan was recognized as a President’s Club Producer as well 5 Star Wealth Manager in the Portland/Vancouver Area. Focusing on helping high net worth individuals and families, Bryan spends the majority of his time helping clients develop and execute a planning strategy that is specific and unique to them.
Bryan graduated from Westmont College with a BA in economics and business and a minor in spanish. He and his wife have 4 amazing kids and live in Wilsonville, OR.
Thane Cleland
Co-Founder and Chief Investment Officer
Thane Cleland coordinates all investment decisions for the firm. Prior to founding CWC in 2000, Mr. Cleland was the Director of Marketing and Client Service for The Crabbe Huson Group. His professional experience spans more than 28 years in the investment industry. Mr. Cleland has a broad range of experience including successful generation and management of institutional and advisor accounts, portfolio management, corporate management and operations. He received a Bachelor of Arts degree in Economics from the University of Washington.
Gary Woolworth
Co-Founder and President
Gary Woolworth is responsible for all client relationships and operations. Mr. Woolworth began his career at Marsh & McLennan Companies. He joined Smith Barney where he worked as a financial consultant and later helped form Auxier Asset Management. Mr. Woolworth graduated from Oregon State University with a Bachelor of Science Degree in Business Marketing. His professional focus spans 20 years with an emphasis on the delivery of quality customer service to high net worth individuals and institutions.
Chloe Briggs
Client Service Director
Chloe is a graduate of George Fox University with a Bachelor of Arts in Psychology. Since graduating, she has worked in domestic and international adoption as a Case Manager. In this role she managed a diverse group of clients and worked to ensure all-around client satisfaction. Chloe enjoys serving as a primary point of contact for our clients by fielding inquiries, resolving client concerns, and listening and understanding clients needs to ensure the best service possible. Chloe and her husband live in Tigard with their two kids.
Bryan began his career with one of the top investment firms in the world, Merrill Lynch, after that he spent over 12 years with US Bancorp Investments as a Senior Financial Advisor and Vice President. In his time there Bryan was recognized as a President’s Club Producer as well 5 Star Wealth Manager in the Portland/Vancouver Area. Focusing on helping high net worth individuals and families, Bryan spends the majority of his time helping clients develop and execute a planning strategy that is specific and unique to them.
Bryan graduated from Westmont College with a BA in economics and business and a minor in spanish. He and his wife have 4 amazing kids and live in Wilsonville, OR.
Thane Cleland coordinates all investment decisions for the firm. Prior to founding CWC in 2000, Mr. Cleland was the Director of Marketing and Client Service for The Crabbe Huson Group. His professional experience spans more than 28 years in the investment industry. Mr. Cleland has a broad range of experience including successful generation and management of institutional and advisor accounts, portfolio management, corporate management and operations. He received a Bachelor of Arts degree in Economics from the University of Washington.
Gary Woolworth is responsible for all client relationships and operations. Mr. Woolworth began his career at Marsh & McLennan Companies. He joined Smith Barney where he worked as a financial consultant and later helped form Auxier Asset Management. Mr. Woolworth graduated from Oregon State University with a Bachelor of Science Degree in Business Marketing. His professional focus spans 20 years with an emphasis on the delivery of quality customer service to high net worth individuals and institutions.
Chloe is a graduate of George Fox University with a Bachelor of Arts in Psychology. Since graduating, she has worked in domestic and international adoption as a Case Manager. In this role she managed a diverse group of clients and worked to ensure all-around client satisfaction. Chloe enjoys serving as a primary point of contact for our clients by fielding inquiries, resolving client concerns, and listening and understanding clients needs to ensure the best service possible. Chloe and her husband live in Tigard with their two kids.
