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Vista Capital Partners Employee Directory

Investment ManagementOregon, United States11-50 Employees

Based in Portland, Oregon, Vista Capital Partners is an employee-owned wealth management firm founded in 2001. It assists individuals and families with retirement planning and other life goals, including college savings and charitable giving, and guides them through complex moments such as inheritances and business exits. Its investment approach emphasizes evidence-based principles anchored in Nobel Prize–winning research, avoids market timing, and centers on client outcomes. 
The firm serves clients as neighbors, prioritizing long-term relationships and steady wealth management rather than short-term market speculation. In 2025, Vista Capital Partners was recognized as a Most Admired Financial Services Company, ranking fifth in its category. Additionally, it extended its offerings with the Impact Portfolio launched in 2020 in response to client demand.

Find Vista Capital Partners employees' phone numbers or email addresses

Vista Capital Partners Global Highlights

Location
Employees

North America
62

Minus sign iconPlus sign icon
  • United States Of America
    62

Vista Capital Partners's Leadership

  • Stylized image of a person
    D. W.
    Chief Executive Officer And Chief Wealth Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. B.
    Ceo & Director Of Joy
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. G.
    Chief Growth Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. T.
    Chief People Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. W.
    Chief Client Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. A.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. D.
    Partner | Lead Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. V.
    Managing Partner
    Phone icon
    Mobile Phone

Vista Capital Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Business
  • Business Development
  • Finance
  • Other

Contact profiles from Vista Capital Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. A.
    President
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    C. B.
    Ceo & Director Of Joy
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    D. J.
    Principal And Chief Investment Officer
    Phone icon
    Mobile Phone
    UNITED STATES
    Apr 03, 2024
  • Stylized image of a person
    M. J.
    Director Of Marketing
    Phone icon
    Mobile Phone
    United StatesOregon
    Jun 11, 2026
  • Stylized image of a person
    A. C.
    Director Of Investments
    Phone icon
    Mobile Phone
    United StatesOregon
    Dec 31, 2024
  • Stylized image of a person
    S. R.
    Independent Director, Member Of The Board
    Phone icon
    Mobile Phone
    United StatesOregon
    Dec 02, 2025
  • Stylized image of a person
    J. T.
    Director Of Legacy Planning / Lead Advisor
    Phone icon
    Mobile Phone
    United StatesOregon
    Dec 02, 2025
  • Stylized image of a person
    C. B.
    Director Of Investments
    Phone icon
    Mobile Phone
    UNITED STATES
    May 17, 2025
  • Stylized image of a person
    J. W.
    Managing Director
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    J. G.
    Director Of Financial Planning
    Phone icon
    Mobile Phone
    Apr 09, 2024

Frequently Asked Questions

What is Vista Capital Partners known for?

Minus sign iconPlus sign iconVista Capital Partners was founded in 2001 operates in the Investment Management industry. The company's main headquarters is located in 9755 Southwest Barnes Road Suite 595 Portland, Oregon 97225 United States; you can contact the main corporate office by phone at
+1-503-772-****
. Explore Vista Capital Partners's company overview page for more information.

What is Vista Capital Partners's most common email format?

Minus sign iconPlus sign iconVista Capital Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vista Capital Partners email formats with LeadIQ.

How many employees does Vista Capital Partners have currently?

Minus sign iconPlus sign iconVista Capital Partners has approximately 44 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Vista Capital Partners's key employees and leadership?

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As of May 2026, Vista Capital Partners's key employees include:

  • Chief Executive Officer And Chief Wealth Officer: D. W.
  • Ceo & Director Of Joy: C. B.
  • Chief Growth Officer: R. G.
  • Chief People Officer: T. T.
  • Chief Client Officer: L. W.

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