Matthew David Vance

Current Employers

Employment History

• 09/1999 → Present
  Vergepointe, Llp
  Portland, OR
• 09/2009 → Present
  Vergepointe Wealth Management, Llc
  Lake Oswego, OR

Previous Registrations

• 2005-10-20 → 2009-11-23
  Kms Financial Services, Inc.
  Portland, OR
  Lake Oswego, OR

Other Businesses

(1) VERGEPOINTE TRANSACTIONS, LLC; LAKE OSWEGO, OR; M&A ASSET SALES AND OTHER CONSULTING; NORMAL BUSINESS HOURS WHICH VARY AND COMPENSATION BASED ON ENGAGEMENT. (2) VERGEPOINTE, LLP; LAKE OSWEGO, OR; CPA AND CONSULTING FIRM; NON-SECURITIES BUSINESS; HOURS VARY. (3) VERGEPOINTE CAPITAL, LLC; LAKE OSWEGO, OR; GENERAL PARTNER FOR VARIOUS PRIVATE BUSINESS; HOLDING COMPANY FOR PRIVATE EQUITY INVESTMENTS; HOURS VARY. (4) BOARD OF DIRECTORS OF ALLSTAR MAGNETICS, LLC, IMPACT ELECTRONIC SOLUTIONS, INC. AND SUBSIDIARIES, ESAM, INC., BAY COMPUTER ASSOCIATES, INC., SILICON FOREST ELECTRONICS, INC., ENGLANDER ENTERPRISES, INC. AND COASTAL CONNECTIONS INC. CHAIRMAN OF THE BOARD OF WILLIAM HENRY, LLC AND TANNER GOODS, LLC. (5) SMC BUILDING LLC -&- FIFTEEN 400, LLC; LAKE OSWEGO, OR; LLC MEMBER; OFFICE RENTAL 15400 BOONES FERRY ROAD, LAKE OSWEGO; NOT INVESTMENT-RELATED; START DATE: 12/2024; 1-2 HOURS PER MONTH; SUPERVISOR. *THESE ACTIVITIES DO NOT INTERFERE WITH VERGEPOINTE WEALTH MANAGEMENT RESPONSIBILITIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-11

Designations

Other Names

• Matthew D Vance