Advisors worth knowing.
Cascade Wealth Partners is a 42-advisor firm across four Pacific Northwest offices. Meet a few of the partners and senior advisors leading our practices.
Elena Park, CFP®, CFA
Elena has shaped Cascade's investment philosophy since 2009 and chairs the firm's Investment Policy Committee. Previously a senior portfolio manager at Russell Investments.
Benedict Okafor, CFP®
Ben leads wealth planning for entrepreneurs and tech executives navigating liquidity events. Adjunct lecturer at the UW Foster School of Business.
Marisol Vega, J.D., LL.M.
A tax attorney by training, Marisol leads Cascade's in-house tax and estate team and personally advises 60 of the firm's top families.
David R. Keller, CFP®
David runs Cascade's multi-family office, serving 38 households with assets above $50M, including three founding-family clients of the firm.
Priya Shah, CFA
Priya leads the firm's external manager due diligence program, screening 400+ public and private managers across asset classes annually.
Jamal Rivers, CFP®, ChFC®
Jamal has helped 1,200+ households design tax-efficient retirement income strategies and is a frequent contributor to Barron's.
Hannah Pohl, CFA, CAIA
Hannah serves as outsourced CIO for 22 nonprofit institutions and authored Cascade's spending policy framework.
Noah Takahashi, CFP®
Noah specializes in concentrated stock diversification and equity comp strategy for senior leaders at the region's largest public companies.
Amara Cole, CFA
Amara underwrites private credit, real estate, and venture allocations for client portfolios and sits on the IPC's private markets sub-committee.
Rohan Mehta, CFP®, EA
Rohan supports Marisol's tax team and serves as relationship manager for 45 households across the Bay Area and Pacific Northwest.