See what’s new – and in the news – at The Partners Group.
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 […]
The Partners Group Receives “Best Practices Agency” Award Maintaining Status in National Elite Group of Independent Insurance Agencies 14 Years Straight
The Partners Group, a leading Northwest based financial and insurance consulting firm, is pleased to announce it has received the “Best Practices Agency” award by IIAA and Reagan Consulting for 14 consecutive years, retaining its status as part of an elite group of independent insurance agencies around the United States. The award is determined by participating in the Independent Insurance Agents & Brokers of America (IIABA or the Big “I”) “Best Practices” Study Group.
Each year since 1993, IIABA and Reagan Consulting, an Atlanta-based management consulting firm, join forces to study the country’s leading agencies in six revenue categories. The […]
Portland, OR (October 16, 2014): The Partners Group, a Northwest based employee benefits, insurance, and financial consulting firm, was recently named as one of the Best Places to Work in Insurance. This sixth annual program was created by Business Insurance and Best Companies Group. This is the second time The Partners Group has achieved this award.
This survey and awards program was designed to identify, recognize and honor the best employers in Insurance.
To be considered for participation, companies had to fulfill the following eligibility requirements:
– Be a for-profit, not-for-profit business or government entity;
– Be a publicly or privately held business;
– Have a facility in the United States;
– Have at least 25 employees;
– Be in […]
The Partners Group Earns Inc. 5000 Fastest-Growing Private Company, Moving Up the List by 1,280 Spots in Three Years
Portland, OR – September 11, 2014– The Partners Group, a leading Northwest based financial and insurance consulting firm, is proud to announce it is one of 61 Oregon companies earning placement on the Inc. 5000 Fastest-Growing Private Companies list, marking the second time in three years The Partners Group has been named to the list.
The three-year growth rate of 131% earned The Partners Group a ranking of 2817, moving up 1280 spots from number 4097 in 2011. Additionally they placed among the top 61 Oregon businesses that made the list, coming in at number 33. The Partners Group employee […]
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