Profile
Ms. Suzanne P.
McGrath, CPA, is a Chairwoman & Principal at Vision Capital Management, Inc. She has over 35 years of investment management experience.
Prior to co-founding Vision Capital Management in 1999, Ms. McGrath was employed as Managing Director & Investment Executive at US Bancorp Piper Jaffray, Inc., Vice President & Investment Executive at Black & Company, Inc., and Partner at Lang, McGrath & Company, PC and Hodgson & McGrath, CPAs.
Ms. McGrath earned her BS in Mathematics from Oregon State University.
Sue McGrath active positions
Companies | Position | Start |
---|---|---|
Vision Capital Management, Inc.
Vision Capital Management, Inc. Investment ManagersFinance Vision Capital Management, Inc. (Vision Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Oregon. The firm was founded in 1999 by Suzanne McGrath and Marina Johnson. Vision Capital provides traditional discretionary portfolio management for individual clients and institutional clients through separately managed accounts. | Founder | 1998-12-31 |
Former positions of Sue McGrath
Companies | Position | End |
---|---|---|
Black & Co., Inc. (Oregon) | Corporate Officer/Principal | - |
Piper Sandler & Co.
Piper Sandler & Co. Investment Banks/BrokersFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Corporate Officer/Principal | - |
Training of Sue McGrath
Oregon State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Vision Capital Management, Inc.
Vision Capital Management, Inc. Investment ManagersFinance Vision Capital Management, Inc. (Vision Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Oregon. The firm was founded in 1999 by Suzanne McGrath and Marina Johnson. Vision Capital provides traditional discretionary portfolio management for individual clients and institutional clients through separately managed accounts. | Finance |
Piper Sandler & Co.
Piper Sandler & Co. Investment Banks/BrokersFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Finance |
Black & Co., Inc. (Oregon) | Finance |
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