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Lisa M Caselli

Panoramic Capital Partners LLC

Lake Oswego, OR

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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

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Other Offices

NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
PACIFIC RIDGE CAPITAL PARTNERS, LLC · LAKE OSWEGO, OR

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