"We provide education, advice, and analysis to our clients, helping them to manage their portfolios in a disciplined fashion, maintaining and growing wealth over time."
Chairman and Chief Executive Officer, Managing Partner
VINCENT GIMARELLI
Director of Business Development and Marketing
Vincent Gimarelli is director of business development and marketing. Mr. Gimarelli is dedicated to leading CTC's national business development initiatives and managing the firm's marketing strategy.
Mr. Gimarelli brings over 20 years of investment experience providing investment solutions and consultative advice to high net worth families, corporations, foundations and registered investment advisors.
Prior to joining CTC, Mr. Gimarelli was the director of sales and marketing for a Bellevue, Washington registered investment advisor. He has also held senior management positions with Schwab Institutional and Charles Schwab Investment Management Services.
Mr. Gimarelli is a native Oregonian and graduate of Portland State University. He lives in Portland with this wife and two children. In his spare time, Mr. Gimarelli enjoys exploring Oregon by motorcycle.