Corrie Bergeron Oliva

Employer firm

Matisse Capital CRD 155424

$1.63B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 12/2017
  Arnerich Massena, Inc.
  Portland, OR
• 12/2017 → 04/2019
  Self Employed
  Lake Oswego, OR
• 04/2019 → Present
  Matisse Capital
  Lake Oswego, OR

Previous Registrations

• 2015-08-27 → 2017-12-31
  Northwest Capital Management Inc.
  Lake Oswego, OR
• 2016-09-01 → 2017-12-20
  Arnerich Massena, Inc.
  Portland, OR

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-02-03

Designations

• Chartered Financial Analyst

Other Names

• Corrie Nicole Bergeron
• Corrie Oliva
• Corrie Nicole Bergeron