PAIGE JOHNSON ROTH

President

paige@pinehaveninv.com

888-396-2749 x2

Paige Johnson Roth is the President of Pine Haven Investment Counsel.  Prior to this she was a Partner at Western Pacific Investment Advisers (now part of Coldstream Capital), in Portland, Oregon.  At Western Pacific she worked as a Portfolio Manager where she managed approximately 67 Million for 85 Clients.  In addition to Portfolio Management, she managed the technology, finance and portfolio administration areas for Western Pacific. 

Paige started Pine Haven in October 1999, in Portland Oregon, and in 2001 she moved back to Massachusetts to be closer to her immediate family.   In 2003 she completed the rigorous work for the Chartered Financial Analyst designation and she is now is a CFA Charterholder.  Prior to Western Pacific she worked as a computer consultant, a programmer and a teacher.  A long time investor (Paige’s father bought her her first stock in 1965 – When she was one), Paige has been learning about stocks and investing since her early teenage years.

Paige holds and M.B.A. from Cornell University and a B.A. in Psycho Biology from Wellesley College.  She lives in Fairhaven, Massachusetts with her husband Bill and twin daughters.  While in Portland, she and her husband were active in Friends of Trees (an urban tree planting organization) and Committed Partners for Youth (a youth at risk program).    In Fairhaven, her family is active in the local Unitarian Church, the YMCA, and in local environmental organizations.

KORI ALLEN, CFP®

Partner & Principal

kori@pinehaveninv.com

503-305-3726 x1

Kori Allen is a Partner and Principal at Pine Haven Investment Counsel. She joined Pine Haven in July 2009.  Prior to her working at Pine Haven she worked as a Principal in the Portland office of Coldstream Capital Management, a wealth management firm.  At Coldstream and at Western Pacific Investment Advisers, Kori has managed investment portfolios and provided investment advisory services to individuals and families.

After being the first one in her family to graduate college, Kori started in the investment business on the Pacific Coast Options Exchange.  From there she went to Charles Schwab and Company.  At Schwab she became a licensed broker and worked on and managed a Schwab 500 Team (now known as Schwab Platinum).   At Schwab she earned many Excellence in Service Awards. 

In 1995, she moved from San Francisco back home to Portland, Oregon to be near family and continued to work at Schwab in the Portland Branch.  From there she joined Western Pacific Investment Advisers as a portfolio manager and rose to become a Principal.  As a principal in the firm she was involved in strategic and business planning. 

Kori lives in Portland, Oregon with her daughter and labradoodle.  She can often be seen around town on her bike, scooter or walking.   In her community, Kori volunters as a member of the Library Foundation Board (Multnomah County) where she is chair of their Investment Committee.  She also served on the Investment Committee and Board for Portland State University Alumni Association and is a Portland City Club member. 

GRETCHEN COLE

Director of Client Services

gretchen@pinehaveninv.com

888-396-2719 x4

Gretchen is the Director of Client Service at Pine Haven Investment Counsel and joined the firm in 2014. Prior to this she worked as an associate consultant at CTC Consulting (2011-2014) and as a sales assistant at Stifel Nicolaus (2009-2011) and as a senior private client service associate at Coldstream Capital Management (2001-2009). In these roles Gretchen managed client relationships on behalf of the portfolio managers. She is past president of the Board of Directors at Fruit & Flower Childcare Center, and currently serves on the Board of the Hollywood Soccer Club as the Director of Kinderkicks. Gretchen lives in Portland with her husband and two sons.