Best Investors Account Sign in
Inactive

Catherine A Groff

Panoramic Capital Partners LLC

Lake Oswego, OR

Atlanta, GA

Claim This Profile
Current Employers
Panoramic Capital Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-03-10
  • GA RA
    APPROVED
    Since 2026-03-10

Branch Locations

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

Atlanta, GA • 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
Panoramic Capital Partners Llc Atlanta GA 05/2024 Present
Morgan Stanley Portland OR 10/2023 05/2024
Fisher Investments Camas WA 07/2022 10/2023
Green Imaging Llc Austin TX 06/2019 03/2022
Student Houston TX 01/2016 05/2019
Austin Austin TX 04/2022 06/2022
  • 05/2024 → Present
    Panoramic Capital Partners Llc
    Atlanta, GA
  • 10/2023 → 05/2024
    Morgan Stanley
    Portland, OR
  • 07/2022 → 10/2023
    Fisher Investments
    Camas, WA
  • 06/2019 → 03/2022
    Green Imaging Llc
    Austin, TX
  • 01/2016 → 05/2019
    Student
    Houston, TX
  • 04/2022 → 06/2022
    Austin
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-23
  • S65 Uniform Investment Adviser Law Examination
    2025-12-23

View on SEC IAPD

Other Firms

NORTHMARQ FUND MANAGEMENT, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
RBC CAPITAL MARKETS, LLC
CWM, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PACIFIC RIDGE CAPITAL PARTNERS, LLC
APELLA WEALTH

Other Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI
Nicholas Jacob Hubert
MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
JUSTIN PATRICK LINDSEY
MICHELLE LEE GAGIANO

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

More in Lake Oswego, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor