Hide shortcuts

Board Members

  • Ben Webb - President

    Ben Webb joined BMO Family Office (Formerly CTC | myCFO) as an investment reporting analyst in 2014. BMO Family Office is an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs. As an Investment Strategist Ben works on asset allocation as well as providing timely updates on market and macroeconomic events to clients and consultants. Ben is a graduate of The Hankamer School of Business at Baylor University where he majored in Accounting and Finance.
  • Kat Miller - Vice President

    Kat Miller is an associate in the Portland office of the global law firm K&L Gates, focusing her practice on alternative funds, corporate governance, and mergers and acquisitions. She advises both investors and fund managers on organizational, regulatory and securities compliance matters unique to private equity funds, venture capital funds, hedge funds and other pooled investment vehicles. She also has experience supporting corporate clients in a variety of industries including food and beverage, retail, and healthcare. Prior to joining K&L Gates, she was an associate in the Corporate and Investment Funds and Advisers departments at Shartsis Friese LLP in San Francisco. Kat has a BA from the University of South Carolina and a JD from the University of California Hastings College of the Law.
  • Sam Kavehrad, CAIA - Treasurer

    Senior Research Analyst. Sam currently sources, evaluates, and selects hedge fund strategies on behalf of institutional clients at RVK (Formerly R.V. Kuhns & Associates). Founded in 1985, RVK provides national investment consulting services to institutions including pensions, endowments, and foundations. Between 2008-2014, Sam served as a Research Analyst evaluating equity-oriented, credit, and macro hedge fund strategies at multi-billion dollar investment firm Common Sense Investment Management. Sam graduated with a Bachelor of Science degree in Finance from Portland State University and is a CAIA Charterholder.
  • Trent Baeckl

    Trent Baeckl is a Tax Senior Manager at Perkins & Co, P.C. which was recently recognized by the Portland Business Journal as Oregon’s most admired accounting firm. Trent specializes his technical expertise in flow thru taxation (partnerships & S corps), sale and structuring consulting, and high net worth individuals. As a member of the executive management team in the firm’s real estate practice, he provides planning and compliance services working with real estate investment funds, developers, owner/operators, architects, as well as single family home developers. Trent attended the University of Michigan for his Bachelor of General Studies and received his Master of Accounting from Washington State University – Vancouver, where he has also served as an adjunct professor.
  • Lauren DeMasi

    Lauren is the Director of Legal at CrowdStreet. Lauren has extensive experience advising investment funds including hedge funds, private equity funds, hybrid funds and funds of funds, as well as private fund managers and institutional investors regarding regulatory compliance, structure and tax considerations. Prior to joining CrowdStreet, Lauren was a shareholder at Lane Powell and spent the first ten years of her career in the New York City office of Schulte Roth & Zabel working in the tax and investment management practice groups. Lauren has a BA from Penn State University and a JD from Cornell Law School.
  • Austin Head-Jones, CFA, CQF

    Austin is a Manager Research Consultant working in the Investment Manager Research department of RVK, Inc. Founded in 1985, RVK provides national investment consulting services to institutions including pensions, endowments, and foundations. Austin joined RVK in 2017, and is located in their Portland office. She is a member of the Alternatives team and covers alternative credit and private real estate debt. Austin previously served as an Associate Director at PAAMCO, a fund-of-hedge-funds in Irvine, CA, evaluating credit-focused hedge funds and researching tactical investment opportunities in the credit alternatives space. She also briefly worked as a contractor for Pension Consulting Alliance on several projects related to their Crisis Risk Offset (CRO) offerings. Austin has an MBA with honors from the University of Chicago Booth School of Business. She also graduated magna cum laude from Brown University with a BA, majoring in international relations. Austin is a CFA Charterholder and has received her Certificate in Quantitative Finance (CQF).
  • John Hershey

    Director of Alternative Investments, Oregon State Treasury. Mr. Hershey is responsible for the Private Equity, Real Estate, Alternatives, and Opportunity Portfolios for the Oregon Public Employees Retirement Fund (OPERF), and reports to the Chief Investment Officer. Before joining OST, Mr. Hershey was an independent consultant. Prior to that, he was a Managing Director at Hercules Technology Growth Capital, a publicly traded investment firm. Before joining Hercules, Mr. Hershey was a Managing Director at Infinity Capital, an early-stage venture capital fund. Prior to that, he was a Managing Director at Banc of America Securities in the technology investment banking group. Before joining Banc of America’s predecessor firm, Montgomery Securities, he was an Associate at Wolfensohn Partners, an all stage venture capital fund. Mr. Hershey has a B.A. in Economics from UC Davis and a MBA from the University of Chicago.
  • Ryan Lobdell, CFA, CAIA

    Ryan is a consultant at Meketa Investment Group where his responsibilities include general consulting, liquid alternatives manager due diligence, asset liability modeling, and capital markets research. He is also a member of the firm’s Strategic Asset Allocation/Risk Management committee. Ryan received his Bachelor of Science in Finance degree from Linfield College. He holds the Chartered Financial Analyst designation, and is a member of the CFA Society of Portland. He also holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association.
  • Li Tang

    Li is a portfolio manager and partner at Radnorwood Capital, managing a long short hedge fund and a long only fund in technology sector. Since 2017, Li has been the board chairman of 2Fuel Technologies, a software startup providing fuel management system to displace diesel with cleaner and cheaper natural gas. Before joining Radnorwood in 2013, Li was a technology sector portfolio manager at Mazama Capital. Prior to that, he was a sell side analyst with Pacific Crest Securities covering Greater China semiconductor and telecom sectors. Before his investment career, Li had various finance and engineering positions with Intel, John Deere and Trak Communication. Li has a MBA from UCLA, a MSEE from New Jersey Institute of Technology, a BS from Beijing Institute of Technology. He has been a CFA Charter holder since 2005.