Press coverage has been favorable for Sellwood’s launch.
Sellwood’s managing director, Waibel, says the new firm will focus on mid-market institutions--those having less than $2 billion assets, most with $50 million to $500 million. It’s a segment he says can be overlooked as some of the larger firms grow to meet the needs of the larger clients. He and his partners, Ryan Harvey, Kevin Raymond and Ashlee Moehring, saw opening a new firm as an opportunity to return to those roots.
Four former consultants at R.V. Kuhns & Associates consultants have formed a new firm, Sellwood Consulting, confirmed managing director and co-founder Charlie Waibel.
Mr. Waibel was a senior consultant at R.V. Kuhns.
Joining Mr. Waibel are co-founders Ryan Harvey and Kevin Raymond, both directors, and Ashlee Moehring, director and chief compliance officer. All three were consultants at R.V. Kuhns.
Four investment consultants from R.V. Kuhns & Associates have formed a new investment consulting firm, Sellwood Consulting.
The Portland, Ore.-based firm was founded by Charlie Waibel, Ryan Harvey, Kevin Raymond and Ashlee Moehring, who each worked together at R.V. Kuhns for the past seven years.
R.V. Kuhns informed clients of the departures yesterday, according to sources.
Waibel joined R.V. Kuhns in 2005 and served as a senior consultant, Harvey and Raymond both joined R.V. Kuhns in 2004 and served as consultants and Moehring joined the firm in 2002 and most recently served as a consultant since 2007.
“I am thrilled to have the chance to bring the talent, innovation, and skill of this group to our new clients. There isn’t a better team anywhere to successfully assist clients in navigating today’s turbulent capital markets,” Waibel said, in a statement.
Allison Grebe Lee, director of business development at R.V. Kuhns, did not return a call seeking comment on the departures by press time.