Dan has been helping clients gain financial independence for over 30 years. He is the principal and founder of Peregrine Asset Advisers. Dan is also the portfolio manager for the firm and is responsible for constructing customized portfolios for Peregrine clients. This means Dan's attention is devoted to gauging the conditions of the markets and making the right decisions for his clients.
Dan is the Chief Compliance officer for Peregrine. This role insures that Peregrine will act in its clients best interest at all times.
Dan and other Peregrine staff perform reviews and updates in meetings with clients.
Before starting Peregrine, Dan worked at Merrill Lynch for 18 years as a financial consultant in Portland, Oregon. He has a BA cum laude in economics from The University of Colorado.
Dan recognizes the need for people's money to work for them. "Life is hard. People have many hardships- health, jobs, and frayed relationships. Money does not fix these problems. But very often it can lighten these burdens."
"If money can grow rapidly, then people can use these gains to help themselves or other people in whatever problems they face."
"This is why it is vital for people to get a good return on their assets."
Dan and his wife, Cendi, live in Hillsboro and have three grown children, Audrey, Margo, and Jack. Audrey and her husband, Jeremy Roloff, live in Los Angeles. Margo attends Oregon State in Corvallis. Jack is a ski racer for Mt Bachelor Ski Education Foundation in Bend.
Dan is inspired to visit with friends and follow the pursuits of his family.
Steve has been helping clients achieve financial independence for over 30 years. Steve is responsible for constructing customized portfolios for a select group of clients. His work adapts client portfolios to changing economic conditions and he makes investment decisions based on the individual needs of his clients.
As a portfolio manager, Steve's skills are ideally suited for changing times. "Growing client assets and protecting those assets through market storms is the goal," says Steve. "If client assets grow, and are protected during downturns, our work can make a significant impact on our client's well-being."
Steve is the syndicate coordinator for Peregrine. In this function, Steve cultivates investment bank relationships to secure IPOs and secondary offerings of stock. Steve's work is crucial to our clients receiving IPOs such as Twitter, Mobileye, GoPro, Alibaba, and Virgin Atlantic.
Steve was a financial consultant at Merrill Lynch for 16 years and UBS for 10 years. At college, he was an outstanding outfielder for the Portland State baseball team. He finished his education at Oregon State where he earned a BS in Marketing.
Steve and his wife, Kristen, live in Lake Oswego and have two grown children that attend Oregon State, Tyler and Alison. Steve is a member of Oregon Golf club where he pursues his competitive passion for golf. He maintains a single digit handicap.
Steve' outside business interest is in Garrett Creek Mitigation Bank which helps developers comply with land use requirements.
Carol is an investment adviser at Peregrine. She has over 25 years of industry experience and manages all specific needs of our clients. This includes new client transitions such as preparation of operational documents and related customer maintenance issues. She is a research specialist resolving specific financial issues and requests from our clients and she manages our retirement plan distributions and directs the production of our performance reports. Carol is always available for a portfolio review update or meeting.
Before starting with Peregrine, Carol was employed by Merrill Lynch for eleven years as a Client Associate and partner with Dan. Carol received a BA in Political Economics from Barnard College of Columbia University and an MBA from George Fox University.
Carol is originally from Pennsylvania. She lives in Portland and enjoys many activities including gardening, fishing, and reading. Carol also owns Coral Bells Designs where she makes elegant floral greeting cards and lavender products.
Grant is an investment adviser who is responsible for trade allocations, trade executions and implementing the investment policy dictated by the Portfolio Manager. He coordinates the outside brokerage relationships that give Peregrine the ability to participate in the IPO and syndicate markets. Grant also reviews client portfolios and provides updates.
Grant graduated from the University of Arizona in May of 2003 with a B.S. in Finance. He began his career as an investment adviser with Peregrine immediately after graduation. He brings a fresh approach to the financial markets that is not mired in the traditional form of investment analysis that has been rendered so ineffective.
Grant maintains a single digit handicap in golf. He previously worked for four years at Pumpkin Ridge Golf Course in Portland, Oregon.
Grant is also a native of Portland, Oregon and a graduate of Sunset High School.
Marilyn maintains and operates Peregrine's performance and reporting software. She directs the download of data into client accounts. She maintains and updates cost basis and facilitates the record keeping for account transfers. Marilyn is chiefly responsible for maintaining our investment performance records and the corresponding benchmarks. She produces and tracks the data that is part of the Peregrine Compliance program.
Her professional experience includes over 19 years in the insurance and financial industry. She attended Holy Names College in Oakland, CA. Marilyn and her husband live in the Beaverton area. Leisure activities include photography, antiques, decorating and classic automobiles.