We believe that character and integrity are worth more than a monetary investment. Our employees are known for having character and high personal integrity - the firm has not been subject to business litigation, regulatory or legal proceedings since inception.
Chief Executive Officer
Janeen joined Becker Capital in 1987. Prior to joining the firm, she served as Senior V.P. at Pacific Northwest Trust Co. Janeen is very active in the local non-profit community. She serves as a member for the board of trustees of the University of Puget Sound and has served in various roles for the Oregon Food Bank, the YWCA of Portland, Medical Teams International, and Meals On Wheels. University of Puget Sound.
Tyler Kaluza CFP®
Tyler joined Becker Capital in 2019 and brings 12 years of investment industry experience. Tyler manages portfolios and is a CERTIFIED FINANCIAL PLANNER™ professional. Before joining the firm, he was a Managing Director at Cornerstone Advisors, serving high net worth families in Seattle. Prior to that, he held various client and product strategy roles for BlackRock Investments. B.S., Linfield College.
Keene joined Becker Capital in 1998. Prior to joining the firm, Keene managed U.S. Bancorp’s Regional Municipal Bond Trading department and was an institutional marketing representative with Kemper Securities. B.A., Reed College, M.B.A., Portland State University.
Deidra joined Becker Capital in 2018 bringing more than twenty years of experience in the investment business as a fixed income analyst, trader and portfolio manager for Ferguson Wellman Capital Management. B.A. Zoology, College of Idaho.
Andy Murray CFA
Andy joined Becker Capital in 2013 bringing fourteen years of investment analyst experience to the firm. He began his career in London with Merrill Lynch Investment Managers and most recently served as a senior member of the North American Equities team at Alliance Trust, PLC, covering a variety of sectors as a portfolio manager and analyst. M.A., University of Edinburgh.
Ryan joined Becker Capital in 2016, after gaining 10 years of investing industry experience at Goldman Sachs & Co. and BlackRock, Inc. He began his career in Seattle with Quellos Group, Inc., a boutique alternative investment and wealth management firm acquired by BlackRock, Inc. in 2007. Ryan serves on the Board of Directors for Medical Teams International and the Ambassador Board of Friends of the Children Seattle. B.A., University of Puget Sound.
Sid joined Becker Capital in 2015, bringing nearly fifteen years of investment industry experience. Prior to joining the firm, Sid headed the Value Equity Research team within the Wealth Management division at Robert W. Baird (through its acquisition of McAdams Wright Ragen). Sid started his career as a trader on the Indian stock market. B.E. Chemical Engineering, Pune, India MBA, Willamette University.
Jay joined Becker Capital in 2005, bringing thirteen years of institutional marketing, sales and client service experience. Prior to joining the firm, Jay was a Vice President in the Institutional Investment Solutions group for Columbia Management Co., Director of Sales and Marketing for Arnerich Massena and Associates, and Manager of Copper Mountain Trust’s Eugene, Oregon office. B.S., University of Oregon.
Chief Operating Officer
Chief Compliance Officer
Stephanie joined Becker Capital in 2011. Prior to joining the firm, Stephanie began her investment career with Ashland Partners & Company in 2004, providing GIPS® Verification and Consulting services to domestic and international investment advisory firms. She is a member of the Greater Portland Compliance Association and National Society of Compliance Professionals. B.S., Southern Oregon University.
Heidi Goertzen, CFP® IACCP®
Heidi joined Becker Capital in 2019. She is a CERTIFIED FINANCIAL PLANNER™ professional, working closely with individuals and families on all aspects of financial planning. Heidi began her career at RVK, Inc. working with institutional clients and most recently was a Wealth Advisor at Confluence Wealth Management. Prior to that she was Chief Compliance Officer at Ferguson Wellman Capital Management. B.S., Linfield College, M.B.A., University of Portland Pamplin School of Business.
Pat Becker, Jr.
Pat joined Becker Capital in 1996. Prior to joining the firm, Pat was Vice President for Grove Securities. He currently serves on the board of trustees for the University of Portland and is the Chair of Edison High School’s Board. B.A., University of Portland Pamplin School of Business.
Blake Howells CFA, CFP®
Chief Investment Officer
Blake joined Becker Capital in 1998. Prior to joining the firm, Blake was a Vice President with U.S. Bancorp’s National Accounts Division, where he analyzed and originated senior debt transactions for Fortune 1000 companies. B.S., University of Oregon.
Marian joined Becker Capital in 2004 bringing more than twenty years of experience in the investment business as an analyst, portfolio manager and Managing Director of IDS/American Express, Safeco Asset Management and Crabbe Huson. B.A., Carleton College (Magna Cum Laude), M.B.A., Northwestern University’s Kellogg School.
T.J. joined Becker Capital in 2013. Before joining the firm, T.J. served as a Senior Research Associate at Raymond James and Associates covering the consumer sector. Prior to that, he covered a variety of industries at Raymond James. B.S., Florida Southern College, M.B.A., University of Florida.
Sharon Gueck CFP®, CPWA®
Sharon joined Becker Capital in 1994. She began her career with Merrill Lynch where she worked with both institutional and high net worth clients. Sharon is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Private Wealth Advisor® professional, working closely with our high net worth clients on all aspects of financial planning. She currently serves on the Board of Directors for the Children’s Cancer Association and on the Finance Committee for Store To Door. B.A., Willamette University.
Steve joined Becker Capital in 1995, having spent the prior nine years with Crabbe Huson as a Portfolio Manager/Research Analyst. Steve’s prior experience includes both portfolio management and equity research positions with Neuberger & Berman, Rosenkrantz, Ehrenkrantz, Lyon & Ross, and Montgomery Securities. B.S., Massachusetts Institute of Technology, M.A., University of California, Santa Barbara.
Client Service Associate
Barbara joined Becker in 1996, after a twenty-two year career at First Interstate Bank of Oregon. While at First Interstate, Barbara was Vice President and Manager of the Bank’s Trust Custody Department, providing administration to over 300 relationships with $15 billion in assets in the Northwest Region. She is a Certified Retirement Services Professional (CRSP) with the Institute of Certified Bankers and a graduate of Cannon Financial Institutional Custody School. B.S., Portland State University
Jerry joined Becker Capital in 1988 after spending four years in the financial derivatives markets as a member of both the Index and Options Market of the Chicago Mercantile Exchange and the Chicago Board Options Exchange. Prior, Jerry was a practicing CPA with Arthur Andersen and Company and Controller and Treasurer of Lind-Waldock and Company. Jerry is responsible for all aspects of trading at Becker Capital. B.S., Indiana University.
Shelby joined Becker Capital in 1997. Prior to joining the firm, Shelby began her career at US Bancorp where she worked in trading operations and then as a fixed income trader.
Breanna Pangares, CFP®
Financial Planning Associate
Breanna joined Becker Capital in 2019. She is a CERTIFIED FINANCIAL PLANNER™ professional, working closely with individuals and families on all aspects of financial planning. She began her career at Ameriprise Financial as an office manager and most recently was a Client Relationship Associate at Ferguson Wellman Capital Management. B.A., Gonzaga University.