Experience is our guide.
For more than thirty years, we’ve been taking care of our clients’ financial well-being. Diligent, discerning and disciplined, our unique approach comes from decades of experience.
Larry Frager, Head Portfolio Manager
With 34 years of experience in managing client portfolios, Larry brings extensive knowledge as Head of Portfolio Management at Washington Park Advisors. Prior to his current role, Larry spent over three decades managing investments, research and client relations with Lateef Investment Management. His dedication to fundamental research on every investment opportunity is unwavering.
Larry practiced law for a decade before becoming a financial advisor and money manager. Larry holds a B.A. in Economics from the University of Oregon and a J.D. degree from the School of Law at UCLA.
Paul Wittman, Managing Director/Portfolio Manager
Paul manages portfolios, conducts research for investment holdings and opportunities, and leads trading activity at Washington Park Advisors. Previously, Paul spent 22 years at Lateef Investment Management, where he managed client portfolios, investment research and client relationships. He enjoys sharing investing knowledge and sees this as an opportunity to strengthen his relationships with clients. Years of participation and coaching in athletics have fostered a competitive spirit and value for teamwork that translates to his commitment and dedication to helping his clients reach their financial goals.
Paul stays active, plays golf, and enjoys spending time with family and friends. He graduated with a B.A. degree in Economics from the University of Washington and is a Registered Investment Advisor.
Matt Schaefer, Director of Operations
Matt is responsible for the oversight of Washington Park Advisor’s financial and investment operations. He began his career in public accounting in 1999 with Moss Adams, LP, primarily focused on tax compliance and consulting. In 2005, Matt joined California-based Lateef Investment Management as an Operations Associate, ending his tenure in 2013 as the Director of Operations and Controller. During his time with Lateef Investment Management the firm grew from $1 billion to $5.5 billion in assets under management. In 2013, he and his family returned to the Northwest where his career continued in investment operations for Stancorp Financial Group and Operations Management with CTC myCFO, LLC, a Bank of Montreal subsidiary. He has extensive knowledge of investment management operations and regulatory compliance.
Matt holds an Accounting degree from the University of Portland, Oregon. He resides in Sherwood, Oregon with his wife and their three children.
Patricia Jones, Office Manager
Patricia has 15 years experience in office administration in the financial services industry. Her responsibilities include supporting the investment team, organizing and managing client information as well as supporting client relations. Her calm and cheerful demeanor make clients feel at ease. Patricia’s strong family values carry over to her genuine care and dedication to all of our clients. In her spare time, Patricia enjoys traveling and spending time with family.