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Lisa M Caselli

Panoramic Capital Partners LLC

Lake Oswego, OR

CRD 5675187

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Employer firm

Panoramic Capital Partners LLC CRD 331349

$393M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • BUSINESS CONSULTING

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

Current Employers
Panoramic Capital Partners Llc

4949 Meadows Road Suite 360, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-12-11
  • OR RA
    APPROVED
    Since 2025-12-11

Branch Locations

4949 Meadows Road Suite 360, Lake Oswego, OR 97035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman Sachs & Co., Inc. Salt Lake City UT 02/2011 10/2024
Panoramic Capital Partners Llc Lake Oswego OR 10/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-22
  • S65 Uniform Investment Adviser Law Examination
    2025-11-22
Other Names
  • Lisa Marielle Caselli

View on SEC IAPD

Nearby Firms

NORTHMARQ FUND MANAGEMENT, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
RBC CAPITAL MARKETS, LLC

Nearby Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
Nicholas Jacob Hubert

Nearby Offices

NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR

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