Arnerich Massena CEO and leadership

Tony Arnerich has more than 30 years of consulting, private equity, and financial experience. He founded Arnerich Massena in 1991 to provide a source for thoughtful, forward-looking, independent investment advice and has served as chief executive officer for more than 25 years, guiding the firm in being a pioneer in the investment industry. He sits on the boards of multiple companies, has served as general partner to many firms, and has helped steer organizations across multiple industries and in various stages of their lifecycles to great success.

As head of traditional and real asset investments, Bryan Shipley oversees traditional investment manager research, including sourcing and conducting primary and ongoing due diligence within the traditional investment universe. He also heads the research effort in real assets including public and private real estate, commodities, timber, natural resources, infrastructure, and sustainable investing. In addition, Mr. Shipley provides guidance on client projects such as portfolio reviews, asset allocation modeling, and manager structure studies. He is a member of Arnerich Massena's Investment Committee, Product Committee, and Portfolio Management Committee. Prior to joining Arnerich Massena in 2003, Mr. Shipley served as an associate for Wurts & Associates, where he conducted traditional and alternative investment manager research and due diligence and oversaw a planned giving investment program. His responsibilities also included asset allocation modeling, performance evaluation and attribution reporting, and quarterly market analysis. Mr. Shipley holds a Bachelor of Science in business administration with a concentration in finance from Western Washington University. He has earned the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society of Portland. Bryan Shipley has been an I AM Learning Partner for more than seven years. I AM Learning Partners volunteer as mentors, working directly with children in Arnerich Massena's I AM Learning Partnership math, literacy, enrichment, and summer camp programs at a local elementary school.

David Vaughan is a CIO, Principal at Arnerich Massena.

Accomplished corporate counsel with nearly 20 years of experience and an Am Law 100 law firm background. Known as an active and trusted advisor, supporting directors, executives, key decision-makers and thought leaders concerning a wide range of legal, regulatory, transactional and other business matters. Broad expertise in securities laws and the regulation of investment advisers, broker-dealers and investment companies. Strong communicator with impeccable ethics and integrity.

Tony Arnerich has more than 30 years of consulting, private equity, and financial experience. He founded Arnerich Massena in 1991 to provide a source for thoughtful, forward-looking, independent investment advice and has served as chief executive officer for more than 25 years, guiding the firm in being a pioneer in the investment industry. He sits on the boards of multiple companies, has served as general partner to many firms, and has helped steer organizations across multiple industries and in various stages of their lifecycles to great success.

As head of traditional and real asset investments, Bryan Shipley oversees traditional investment manager research, including sourcing and conducting primary and ongoing due diligence within the traditional investment universe. He also heads the research effort in real assets including public and private real estate, commodities, timber, natural resources, infrastructure, and sustainable investing. In addition, Mr. Shipley provides guidance on client projects such as portfolio reviews, asset allocation modeling, and manager structure studies. He is a member of Arnerich Massena's Investment Committee, Product Committee, and Portfolio Management Committee. Prior to joining Arnerich Massena in 2003, Mr. Shipley served as an associate for Wurts & Associates, where he conducted traditional and alternative investment manager research and due diligence and oversaw a planned giving investment program. His responsibilities also included asset allocation modeling, performance evaluation and attribution reporting, and quarterly market analysis. Mr. Shipley holds a Bachelor of Science in business administration with a concentration in finance from Western Washington University. He has earned the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society of Portland. Bryan Shipley has been an I AM Learning Partner for more than seven years. I AM Learning Partners volunteer as mentors, working directly with children in Arnerich Massena's I AM Learning Partnership math, literacy, enrichment, and summer camp programs at a local elementary school.