Our History

Washington Park Advisors — an SEC Registered Investment Advisor — was founded in 2016 in Portland, OR. Prior to founding Washington Park, the core team of Larry Frager, Paul Wittman, and Matt Schaefer worked together at Lateef Investment Management, a San Francisco-based firm, founded in 1975. The core team historically brings a track record of sustained performance, a shared commitment to their clients, and over 50 years of combined portfolio management and industry experience.

With over $400m under management, Washington Park’s clients range from individuals, corporations, profit-sharing plans, retirement accounts, trusts, and foundations.

 

Our Purpose

We seek to preserve and grow our clients’ money. Over the past 25 years, we’ve been able to maintain a disciplined investment strategy, navigating the pitfalls of market fluctuations that can wipe out entire portfolios. Our fundamental approach centers on quality investing while managing downside risk.

We set ourselves apart by our accessibility and portfolio customization. By establishing personal relationships and monitoring each portfolio, we’ve built long term trust and loyalty among our clients.

 
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Our Professionals

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Paul Wittman

Paul is one of the founding members of Washington Park and has been working in the financial services industry for over 23 years. Previously, Paul worked for Lateef Investment Management for over 20 years focusing on client relations, trading, marketing, and investment research. Paul graduated from the University of Washington with a B.A. in economics and holds a Series 65 securities license.


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Larry Frager

Larry is one of the founding members of Washington Park and was previously a Senior Portfolio Manager at Lateef Investment Management for more than 30 years. Before working at Lateef Investment Management, he practiced corporate law in New York, Honolulu, and Portland. Larry received a B.A. degree in Economics from the University of Oregon and a law degree from the UCLA School of Law.


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Matt Schaefer

Matt joined Washington Park at the launch in March of 2016. He offers 13 years of experience in investment management and wealth advisory operations. Prior to Washington Park, Matt held management positions at StanCorp Financial Group, CTC, myCFO, and Lateef Investment Management. Matt graduated with a B.A. degree in Accounting from the University of Portland.


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Jack Dukeminier

Jack joined Washington Park as a research associate in 2017 and has been working in the financial industry for over 5 years. Before Washington Park, he worked in mergers and acquisitions consulting and private company valuation. Jack holds a BS in Economics from the University of Oregon and an MBA from the University of Oregon. He is a CPA and will take his level III CFA exam in June 2018. 


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Chris Frager

Chris joined Washington Park Advisors in 2017 as marketing manager to assist with the brand re-design, website launch and development of sales and marketing materials. Before Washington Park, Chris worked as a consultant for two green energy finance firms as well as taught corporate English in the Czech Republic for three years. He graduated from the University of Washington with a B.A. degree in International Studies. 


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Patricia Jones

Patricia has 20 years experience in office administration in the financial services industry. Her responsibilities include supporting the investment team, organizing and managing client information as well as supporting client relations. Her calm and cheerful demeanor make clients feel at ease. Patricia’s strong family values carry over to her genuine care and dedication to all of our clients. In her spare time, Patricia enjoys traveling and spending time with family.