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VergePointe Employee Directory

Venture Capital and Private Equity PrincipalsOregon, United States2-10 Employees

VergePointe is a consulting firm operating in the venture capital and private equity sphere, focused on helping successful entrepreneurs and wealthy families manage their overall net worth. The team emphasizes expertise in complex financial areas common to entrepreneurs, real estate investors, and high-net-worth individuals, offering services across three areas: family office, private equity, and real estate. Based in Lake Oswego, Oregon, the firm positions itself as practitioners who have both advisory experience and firsthand investment background in businesses and real estate, aiming to understand client concerns from an owner’s perspective. The company serves clients seeking comprehensive wealth management, strategic business and tax guidance, as well as opportunities in private company buyouts, recapitalizations, growth equity, and Portland Metro area real estate development and residential building. VergePointe identifies its role within the market as providing integrated, hands-on financial guidance tailored to affluent clients through its multi-disciplinary approach.

Find VergePointe employees' phone numbers or email addresses

VergePointe Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

VergePointe's Leadership

  • Stylized image of a person
    C. O.
    Managing Director/Co-Founder
    Phone icon
  • Stylized image of a person
    S. R.
    Managing Director
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  • Stylized image of a person
    B. M. P.
    Founding Member, Managing Director
    Phone icon
  • Stylized image of a person
    S. T.
    Wealth Operations Manager
    Phone icon
  • Stylized image of a person
    C. C.
    Tax Manager
    Phone icon
  • Stylized image of a person
    T. W. T.
    Wealth Operations Manager
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  • Stylized image of a person
    A. H.
    Senior Accountant
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  • Stylized image of a person
    S. B.
    Supervisor
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VergePointe Employee Metrics

100%
50%
0%
2026
2025
  • Entrepreneurship
  • Accounting
  • Banking
  • Administrative
  • Analytics
  • Other

Contact profiles from VergePointe

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. O.
    Managing Director/Co-Founder
    Phone icon
    United StatesOregon
    Jul 08, 2025
  • Stylized image of a person
    S. R.
    Managing Director
    Phone icon
    United StatesOregon
    Dec 29, 2025
  • Stylized image of a person
    B. M. P.
    Founding Member, Managing Director
    Phone icon
    United StatesOregon
    Oct 20, 2025
  • Stylized image of a person
    S. T.
    Wealth Operations Manager
    Phone icon
    United StatesOregon
    Mar 18, 2026
  • Stylized image of a person
    C. C.
    Tax Manager
    Phone icon
    United StatesOregon
    Apr 24, 2025
  • Stylized image of a person
    T. W. T.
    Wealth Operations Manager
    Phone icon
    United States
    Oct 20, 2025
  • Stylized image of a person
    A. H.
    Senior Accountant
    Phone icon
    United StatesOregon
    Jan 28, 2026
  • Stylized image of a person
    S. B.
    Supervisor
    Phone icon
    United StatesOregon
    May 30, 2026
  • Stylized image of a person
    M. R.
    Cpa
    Phone icon
    United StatesIowa
    Apr 15, 2026

Frequently Asked Questions

What is VergePointe known for?

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VergePointe was founded in 1985 operates in the Venture Capital and Private Equity Principals industry; you can contact the main corporate office by phone at . Explore VergePointe's company overview page for more information.

What is VergePointe's most common email format?

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VergePointe employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more VergePointe email formats with LeadIQ.

How many employees does VergePointe have currently?

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VergePointe has approximately 10 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are VergePointe's key employees and leadership?

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As of July 2026, VergePointe's key employees include:

  • Managing Director/Co-Founder: C. O.
  • Managing Director: S. R.
  • Founding Member, Managing Director: B. M. P.
  • Wealth Operations Manager: S. T.
  • Tax Manager: C. C.

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