Oregon Pacific Wealth Management Names New Manager to Oversee Firm
MEDFORD, Ore. – Drew Corradetti has been promoted to Company Manager for Oregon Pacific Wealth Management, LLC, a registered investment adviser and a wholly owned subsidiary of Oregon Pacific Banking Co.
Serving the communities of Medford, Roseburg, Coos Bay, Florence and Eugene, Oregon Pacific Wealth Management, LLC, provides asset management solutions, including financial advisement and planning, investment management, and insurance services.
Drew Corradetti, CMT, has over 20 years of investment management experience and is knowledgeable in all aspects of portfolio management, including tactical and strategic asset allocation, as well as the use of technical and fundamental analysis.
“I look forward to the opportunity to build on the successes of Oregon Pacific Wealth Management and deepen the relationship with Oregon Pacific Bank (OPB), and the communities we serve. It’s an honor and privilege to lead and be a part of the great team at Oregon Pacific Wealth Management,” says Corradetti.
Prior to joining Oregon Pacific Wealth Management, he served as chief investment strategist and portfolio manager for several registered investment adviser firms, where his responsibilities included strategy design and implementation, separate account management, and portfolio manager for a mutual fund. Drew earned his business degree at the University of Nevada at Las Vegas.
He was selected to manage the firm upon the impending retirement of Director of Trust and Wealth Management, Jay Boelter. “I’ve had the pleasure of working with Drew for the past six years. He is a highly skilled manager, and I know I’m leaving Oregon Pacific Wealth Management in good hands,” says Boelter.
Drew Corradetti manages the firm and assists clients at Oregon Pacific Wealth Management’s Medford office, located at 3250 Hillcrest Park Drive, Suite 100.
About Oregon Pacific Wealth Management, LLC
Oregon Pacific Wealth Management (OPWM) is a local, relationship-based financial advisory firm committed to putting clients’ interest first. As an independent organization, OPWM has the freedom to offer unbiased advice without the potential for conflicts of interest often present at large broker dealers. OPWM offers comprehensive wealth management, an automated investment platform, and insurance products for clients in Medford, Roseburg, Coos Bay, Florence and Eugene. Learn more about OPWM by visiting oregonpacificwealth.com
Oregon Pacific Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.