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Isaac Presley, CFA, MBA

Partner & Practice Leader

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.

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

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