Client Relationship Associate
Angela Carpenter joined West Bearing Investments in 2019 and serves as client relationship associate. In her role, she assists clients through transferring and distributing assets, generating tax information, distributing performance reports, setting up new accounts and handling special requests.
Prior to joining West Bearing, Carpenter worked in client service roles at various financial institutions such as Freestone Capital Management and JP Morgan Chase.
A native of Arizona, Carpenter and her children moved to the Pacific Northwest in 2011 for their love of trees and rain. In her free time, she volunteers with the Oregon Humane Society and rescues and rehabilitates German Shepherds.