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    Bill Woodruff, CAIA

    Stewarding wealth well.

    Bill Woodruff is a seasoned professional with over 20 years of experience in investment and wealth services, emphasizing personalized tax-optimized investing and holistic wealth planning. He holds a BBA in Finance from the University of Portland.

    Throughout his career, Bill has held various key positions at reputable organizations. He was previously the Managing Director & Wealth Advisor at Farther, Managing Director at WealthFactor, Senior Analyst focusing on Private Markets and Hedge Funds at Arnerich Massena, Inc, Managing Director at Fortress Investment Group, Founder & Chief Investment Officer at Bandon Capital Management, LLC, Portfolio Manager at Beacon Investment Group, LLC, and Stock Broker at Philips and Company.

    Highlights

    Nov 15 · va.gov
    Post-9/11 GI Bill (Chapter 33) | Veterans Affairs
    Bill Definition & Meaning - Merriam-Webster
    Aug 8 · va.gov
    About GI Bill Benefits | Veterans Affairs

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    Bill Woodruff, CAIA
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    Location

    Lake Oswego, Oregon, United States