Topline | Helena B. Lankton

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Helena B. Lankton

Member Board Of Directors at ATRIO Health Plans

Intro Book

Seasoned investment professional with 41 years of experience in wealth management and corporate governance.

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Location

Portland, Oregon, United States, US

Skills

Investments
Wealth Management
Portfolio Management
Investment Strategies
Asset Management
Equities
Asset Managment
Asset Allocation
Corporate Governance
Customer Service
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, so Helena has an impressive 41 years of experience in investment management, with a strong background in corporate governance. She's held executive and board-level positions at well-established firms, which suggests a high level of expertise. Her education at Stanford University adds to her credibility. Considering her extensive experience, location (Portland, OR), and industry demand, I estimate her hourly rate to be around $250. This is slightly lower than what top investment managers with similar experience might charge, but still reflects her exceptional qualifications and experience.

Bio

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Topline AI

Helena B. Lankton is a seasoned investment professional with 41 years of experience in wealth management, portfolio management, and corporate governance. She has held executive and board-level positions at prominent firms, including ATRIO Health Plans, West Fork Capital, and Ferguson Wellman Capital Management. Lankton holds a Bachelor of Science degree from Stanford University.

Experience

ATRIO Health Plans
- Salem, Oregon, United States
- Member Board Of Directors
  - Apr 2021 - Present
  - Salem, Oregon, United States
West Fork Capital
- Tacoma, Washington, United States
- Member Board Of Directors
  - Jan 1983 - Present
  - Tacoma, Washington, United States
  100 plus year old family timber company turned investment company.
Ferguson Wellman Capital Management
- 888 Fifth Avenue Suite 1200, Portland, OR 97224
- Executive Vice President Portfolio and Wealth Management
  - 2005 - Mar 2020
  - 888 Fifth Avenue Suite 1200, Portland, OR 97224
Badgley Phelps Investment Managers
- Managing Partner, Portland
  - 1997 - 2005
Alex. Brown and Sons, Inc.
- San Francisco, CA
- Vice President
  - 1989 - 1997
  - San Francisco, CA

Education

1969 - 1972

Stanford University
Bachelor of Science, Economics

1969 - 1972
Annie Wright School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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Helena B. Lankton

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate