"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

Jon Finney is a senior research analyst and partner with CTC Consulting. Mr. Finney joined CTC in 2008 and is responsible for the sourcing, due diligence and monitoring of new and existing private markets and traditional investment managers.
Prior to joining CTC, Mr. Finney was a senior analyst with Arnerich Massena & Associates, an institutional investment consulting firm. Mr. Finney helped develop, guide and grow the alternative investment practice at Arnerich Massena, serving on the firm's Alternative Asset Investment Committee and Investment Committee. He was responsible for the sourcing, due diligence and monitoring of alternative investments involving hedge fund and private markets strategies. Mr. Finney began his finance career at American Express, where he developed asset allocation studies for clients. Previously he was involved in the land development industry working for two regionally dominant engineering firms.
Mr. Finney has a BS in civil and environmental engineering from the University of California, Davis. He holds the Chartered Alternative Investment Analyst (CAIA) designation and is the president of the Portland Alternative Investment Association (PAIA). He is a member of the CFA Society of Portland. Mr. Finney serves as president for the Redwoods in Yosemite in Yosemite, CA.