Client Relationship Associate, West Bearing Investments
Valerie Griggs joined the firm in 2018, serving as client relationship associate for our division, West Bearing Investments, working with portfolio managers Charissa Anderson and Josh Frankel.
She assists clients in a variety of ways, such as transferring and distributing assets, generating tax information, distributing performance reports, setting up new accounts and handling special requests.
Prior to joining West Bearing Investments, Griggs worked in a variety of roles in the finance and insurance industries, as a financial advisor at Ameriprise Financial, and as a private bank advisor at Silicon Valley Bank in the Private Banking division. Griggs received her B.S. in business administration with a minor in finance from the University of Oregon and holds licensing for life and health insurance in the states of Oregon and Washington.
Griggs lives in Lake Oswego where she gives her time to the Lake Oswego Schools Foundation, the Special Olympics of Oregon and the Lake Oswego School District. She has a young son and daughter and enjoys playing tennis, spending time at the beach and service dog training for an Australian Labradoodle.