See what’s new – and in the news – at The Partners Group.
Portland, OR – June 25, 2015 – The Partners Group announces it has added Brad Nantz to its executive management team in Portland, OR. Nantz will team up with our newest member company, Benefit Partners, by supporting and expanding this growing business that focuses on meeting the needs of physician practices with employee benefits and insurance strategies.
Nantz is a seasoned veteran who has worked with three large national employee benefits carriers over the past 30 years; including MetLife, The Standard and Unum. Through his career Nantz has had progressive experience starting as a sales representative and working up to senior officer positions, including VP of National Accounts, VP of Operations, and VP of Sales. Rod Cruickshank, President and CEO of The Partners Group, said “I’ve known Brad for many years and […]
Rod Cruickshank of The Partners Group has been named Director of the Council of Employee Benefits Executives
June 12, 2015 – Rod Cruickshank, President and Chief Executive Officer at The Partners Group, has been named director of the Council of Employee Benefits Executives (CEBE), effective May 29, 2015.
CEBE is an advisory board of The Council of Insurance Agents & Brokers (CIAB) and was chartered in 2001 to represent the benefits business interests of The Council’s member firms. The advisory board is comprised of 30 benefits executives from leading brokers and consultants across the U.S. who guide The Council’s benefits-focused advocacy, business intelligence and peer-share forums, including the annual Employee Benefits Leadership Forum.
Rod Cruickshank said, “Being named director of CEBE is an honor for both myself and The Partners Group. I look forward to participating in the council and working to benefit the industry as a whole. ”
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Amber Rhemrev, Analytics Manager; Adam Fuller, Senior Business Analyst;
Katherine Azurdia, Business Development Analyst
June 2, 2015 –Three team members of The Partners Group Business Consulting Division have been promoted as a result of their development into seasoned problem solvers: Amber Rhemrev to Analytics Manager, Adam Fuller to Senior Business Analyst, and Katherine Azurdia to Business Development Analyst.
As Analytics Manager, Amber Rhemrev will manage the processes between the TPG Employee Benefits Division and the Business Consulting Division, and will directly supervise staff on the Business Consulting team. Case Escher, Managing Partner of the Business Consulting Division said “Amber Rhemrev’s promotion to Analytics Manager is a recognition of the role Amber has grown into over the past […]
Four Members from The Partners Group Investment Services Team Have Been Selected as 2015’s Five Star Professional Wealth Managers!
Pictured Above (from left to right):
PORTLAND, OR (April 2015) – The recipients of the award are: KC Mink, Sheryl Olson, Lauren Reed and Doug Van Allen. Five Star Professionals partnered with Portland Monthly Magazine to recognize a select group of Portland area wealth managers who provide quality services to their clients.
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology which incorporates input from peers and firm leaders along with […]
The Partners Group to Host Seminar on Corporate Employee Retirement Plans Covering Legislative Updates and Crucial Plan Design Options
As part of its seminar series, The Partners Group announces a breakfast seminar to be held on May 12th in Portland, OR, from 7:30-9:00 am entitled: The Lost Art of Retirement Plan Design – What Your Record Keeper Doesn’t Want You to Know.
This corporate retirement seminar is designed for Human Resource and Finance executives, business owners and plan trustees. Understanding what the retirement rules say is important and understanding how retirement rules affect your employer’s plan is even more important. This fast paced presentation highlights the potential ramifications of impending federal and state retirement initiatives. In addition, plan design issues and common concerns will be reviewed along with a frank discussion of why plan sponsors may […]
Portland, OR – March 23, 2015– The Partners Group announces it has added Michael Gallagher as a Portfolio Manager to its Private Client Services team in Portland, OR. Gallagher will focus on acting as a financial advisor managing existing and newly developed client relationships.
Gallagher comes to The Partners Group with over 10 years of experience in Wealth Management, with responsibilities ranging from financial planning to portfolio management. Shawn Higley, Managing Partner of the Personal Wealth Team of The Partners Group said “Michael is a perfect fit for The Partners Group’s culture of collaboration and client centric teams. He adds a unique analytical skill around investment portfolio construction. He is the next generation of wealth advisors for The Partners Group as an independent and privately held financial services firm. We are delighted to have Michael, […]
The Partners Group Adds Scott Hagan to its Employee Benefits Consulting Team in Bellevue, Washington
Bellevue, WA – March 16, 2015– The Partners Group announces it has added Scott Hagan as a Consultant to its Employee Benefits team in Bellevue, WA. Hagan will focus on providing employee benefits consulting services to employers in Washington State, with an emphasis on helping companies save on healthcare costs through innovative programs, as well as navigating through new regulations of the Affordable Care Act (ACA) and health care reform (HCR).
Hagan comes to The Partners Group with over 26 years of experience working in the employee benefits industry in the Northwest, both with insurance carriers and as a consultant at Mercer. Gary Alton, Managing Partner of the Employee Benefits Division of The Partners Group said “Scott Hagan brings a tremendous amount of marketplace knowledge to The Partners Group and is going to be a […]
Celebrating a Long-Term and Beneficial Collaboration Rare to the Insurance Industry
The Partners Group, a leading Northwest based provider of commercial insurance, employee benefits, and retirement planning services, was honored by Liberty Mutual and Safeco for 50 years of collaboration.
Through the […]
Earning Wellness Honors for Companies with 100-499 Employees Four Years Running
The Partners Group, a leading Northwest based employee benefits, insurance, and financial consulting firm, has been named the number one “Healthiest Employer” in the 100-499 employee category. This marks the fourth consecutive year the company has received this award from The Portland Business Journal in partnership with Healthiest Employers LLC.
The Healthiest Employers of Oregon award was created to recognize organizations that are committed to creating a healthy workplace. Organizations that were vetted out place a high value on the health of their workers and have implemented innovative wellness programs to benefit their […]
Receiving The Oregonian Award for the Third Consecutive Year
The Partners Group, a Northwest based employee benefits, insurance, and financial consulting firm, is pleased to announce it has been selected as one of The Oregonian Top Workplaces. This is the third consecutive year The Partners Group has achieved this award.
“The Oregonian Top Workplaces” is a list of the best places to work in the Oregon and Southwest Washington regions. The Top Workplaces are determined based solely on employee feedback. The employee survey is conducted by WorkplaceDynamics, LLP, a leading research firm on organizational health and employee engagement. For more information about the Top Workplaces lists […]
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