Vision Capital Management logo

Vision Capital Management Employee Directory

Investment ManagementOregon, United States11-50 Employees

Vision Capital Management is a women-founded, fee-only investment management firm based in Portland, Oregon, serving individuals and families with conflict-free investment management and planning. The organization emphasizes educating clients about the rationale behind each strategy to ensure alignment with their goals. 

Its services target women investors and individuals undergoing major life transitions such as retirement, widowhood or divorce, and legacy and estate planning. Because it earns no commissions, its guidance is positioned to prioritize clients' best interests. The firm emphasizes a long-term perspective, disciplined diversification, and alignment of portfolios with life goals, and has been recognized in 2025 on industry lists including the FA 2025 RIA Ranking.

Find Vision Capital Management employees' phone numbers or email addresses

Vision Capital Management Global Highlights

Location
Employees

North America
32

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  • United States Of America
    31
  • Canada
    1

Asia
15

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  • Bangladesh
    14
  • Mongolia
    1

Europe
2

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  • Netherlands
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

Vision Capital Management's Leadership

  • Stylized image of a person
    C. Y.
    Chief Compliance Officer Operations Manager
    Phone icon
  • Stylized image of a person
    S. W. Q. C.
    Director Of Client Relationships
    Phone icon
  • Stylized image of a person
    M. S.
    Operations Manager
    Phone icon
  • Stylized image of a person
    M. K.
    Assistant Manager & Branch Incharge, Modhumita Office
    Phone icon
  • Stylized image of a person
    K. S.
    Administrative Assistant
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  • Stylized image of a person
    N. A.
    Stock Broker, Market Analyst
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  • Stylized image of a person
    T. S.
    Warehouseman
    Phone icon

Vision Capital Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Community & Social Services
  • Information Technology
  • Other

Contact profiles from Vision Capital Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. Y.
    Chief Compliance Officer Operations Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    S. W. Q. C.
    Director Of Client Relationships
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    M. S.
    Operations Manager
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    M. K.
    Assistant Manager & Branch Incharge, Modhumita Office
    Phone icon
    Bangladesh
    Jul 08, 2026
  • Stylized image of a person
    K. S.
    Administrative Assistant
    Phone icon
    CanadaOntario
    Feb 04, 2024
  • Stylized image of a person
    N. A.
    Stock Broker, Market Analyst
    Phone icon
    Bangladesh
    Jul 09, 2026
  • Stylized image of a person
    T. S.
    Warehouseman
    Phone icon
    United KingdomEngland
    Feb 04, 2026

Frequently Asked Questions

What is Vision Capital Management known for?

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Vision Capital Management was founded in 1999 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Vision Capital Management's company overview page for more information.

What is Vision Capital Management's most common email format?

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Vision Capital Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vision Capital Management email formats with LeadIQ.

How many employees does Vision Capital Management have currently?

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Vision Capital Management has approximately 24 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Vision Capital Management's key employees and leadership?

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As of July 2026, Vision Capital Management's key employees include:

  • Chief Compliance Officer Operations Manager: C. Y.
  • Director Of Client Relationships: S. W. Q. C.
  • Operations Manager: M. S.
  • Assistant Manager & Branch Incharge, Modhumita Office: M. K.
  • Administrative Assistant: K. S.

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