Back to All People

Isaac Presley , CFA, MBA

Partner & Practice Leader

Portland

Client Advisory

Biography

Isaac is a Partner and Practice Leader in the Portland office. As a member of the Wealth Management team, Isaac provides comprehensive financial planning, investment advisory, and tax-efficient strategies for high-net-worth clients navigating major financial decisions. He specializes in helping clients with concentrated employer stock diversify tax-efficiency, reduce risk, and make confident decisions during major life and career transitions.

Prior to joining Cerity Partners, Isaac was the Chief Executive Officer of Cordant Wealth Partners. In this role, he led the firm’s strategy, client experience, investment philosophy, and growth initiatives. He frequently writes and speaks on investing and wealth management topics, and his work has been featured in Bloomberg, U.S. News, Yahoo Finance, Business Insider, and Wealth Management magazine. Earlier in his career, Isaac worked in finance for two Fortune 500 companies.

Outside of work, Isaac enjoys traveling with his wife and their five children, and finding time for a good run, a good meal, and a good book.

Learn more about my practice.

Education

  • M.B.A. in Finance from Portland State University
  • B.S. in Finance from Oregon State University

Highlights

  • Chartered Financial Analyst (CFA)
  • Named to Investopedia’s Top 100 Most Influential Financial Advisors list five times
  • Board Member at TechStart

Request an Introduction to Isaac Presley

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

Stephanie Bellisario's headshot

Stephanie Bellisario

Principal & Client Experience Director

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

Call Us: (212) 202-1810

or Schedule a complimentary discovery call now:

Book Time Online Now

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Principal & Client Experience Director

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Questions? (212) 202-1810

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.