TEAM BIOS

BRYN TORKELSON
FOUNDER, CIO

Tel: (503) 210-3001

bryn@matissecap.com

Our founder, Bryn advises retirement plans, foundations, and high net worth individuals while managing the company’s strategic vision and growth. He oversees the firm’s investment research and is the head of the investment committee. Bryn is also the founder and portfolio manager of the Matisse Absolute Return limited partnership, and co-portfolio manager of the Matisse Discounted Closed-End Fund Strategy.

Bryn started in the investment industry in 1981 as a broker with Smith Barney in Seattle. He later moved to Boetcher & Co. and became a limited partner prior to the firm’s acquisition by Kemper. In 1997, after an affiliation with Dain Bosworth, Bryn founded Matisse Capital as a registered investment advisory firm. A native Oregonian, Bryn attended the University of Oregon and received a Bachelors of Science in Finance. He continues to support the University through a close affiliation with the Lundquist College of Business.

DAN SHOLIAN
SENIOR CONSULTANT

Tel: (503) 210-3002

dan@matissecap.com

Dan specializes in advising corporate retirement plans and individual clients. As a Senior Consultant, Dan works closely with plan sponsors and trustees and provides investing and savings education to plan employees. He also manages relationships with individual clients and is the primary advisor for our IRA Rollover services.

Dan began his investment career in 1982 with Ragen Mackenzie and Shearson Lehman, both in Seattle. He later moved to Dain Rauscher and in 1997 left with Bryn to form Matisse Capital. Dan received his BS in Finance from the University of Oregon and is an avid Duck Football fan.

AXEL FLICHTBEIL
SENIOR CONSULTANT

Tel: (503) 210-3003

axel@matissecap.com

Axel’s focus is on advising both corporate retirement plans and individual clients. His 30 years as a senior financial and operations executive, as well as a retirement plan trustee, for a variety of healthcare practice and service companies affords him unique perspective on the challenges faced by Plan fiduciaries. Throughout his career Axel also provided individual financial planning and guidance for both owners and employees.

Although Axel began his investment career as a trustee and CFO responsible for corporate and retirement assets, he officially joined the investment industry in 1993 at Kemper Securities. Shortly thereafter he co-founded Investment Management Consultants. In 1997 Axel took a leave from the investment industry to serve as the CFO of an Internet healthcare company he co-founded (WellMed). When WellMed was acquired by WebMD in 2002, Axel returned full-time to the investment industry as a senior consultant for Heintzberger|Payne and coincidentally provided consulting support to our firm's retirement plan clients during his tenure there. In 2015 Axel moved his practice to Matisse Capital.

Axel graduated Phi Beta Kappa from Reed College with a BA in mathematical economics in 1973. Axel is married with 4 grown children and 4 grandchildren. He enjoys listening to classical and jazz music and keeping up with current events and the financial markets, but mostly enjoys spending time with his kids and grandkids.

JIM MENDENHALL
BUSINESS DEVELOPMENT

Tel: (503) 210-3001

jim@matissecap.com

Jim joined our firm in February 2012 after providing consulting services to us since 2010. Over the previous 30 years, Jim owned a variety of businesses, including Ownco Marketing (sold to Boise Cascade in 1996), Brand Athletics (sold to Lids in 2010), and Sportech Inc. (sold to Fieldturf in 2010).

 

Jim has a Bachelors of Arts in Political Science from Oregon State University and has served on a variety of nonprofit boards, including the of Raphael House and Oswego Heritage Society. He has also been a trustee of Oregon State University.

ERIC BOUGHTON, CFA
PORTFOLIO MANAGER, CHIEF ANALYST

Tel: (503) 210-3005

eric@matissecap.com

Eric developed and is the portfolio manager for the Matisse Discounted Closed-End Fund Strategy. He applies the strategy to both separately managed accounts and our mutual fund that was launched in 2012.

Eric brings over 15 years of investment experience to our team, previously as a Portfolio Manager and Analyst with 1st Source Investment Advisors, where he co-managed a publicly traded mutual fund, created the firm’s outside mutual fund recommended list, analyzed individual equity securities, generated investment commentary, and devised a quantitative approach to fundamentals-based security selection.

Eric received a BS degree with distinction in mathematics from the University of Houston in 1997, is a Registered Investment Advisor, and is a CFA (Chartered Financial Analyst) charter holder.

DEIRDRE HIGDON
OPERATIONS MANAGER

Tel: (503) 210-3008

deirdre@matissecap.com

Deirdre joined Matisse Capital in 2014, and brings eight years of experience in operations and administration at financial firms. She provides support to the firm’s corporate retirement plan clients and employees, and works with record-keeping and custodial partners. She is also responsible for facilitating client requests and meeting the team’s internal administrative and operational needs.

 

Deirdre attended the University of California, San Diego, where she graduated with a Bachelor of Arts with honors in political science and economics. She has lived in Portland for three years, and enjoys exploring the city with her husband and young son.

NIK TORKELSON
VP FINANCE & MARKETING

Tel: (503) 210-3006

nik@matissecap.com

Nik joined Matisse Capital in 2013 and handles internal finance and marketing responsibilities for our firm. He oversees bookkeeping, A/R & A/P, human resources, strategic marketing, website management & development, portfolio accounting and reconciliation, and the portfolio management of select accounts.

 

Nik received a Bachelors of Science in Business Administration, Finance, with Honors, from the University of Oregon. He is a current MBA and MIMFA candidate at Creighton University. In his spare time Nik enjoys playing golf and rooting on his Oregon Ducks.

REBECCA WEI, CFA, CIPM
PERFORMANCE & RESEARCH ANALYST

Tel: (503) 210-3011

rebecca@matissecap.com

Rebecca joined Matisse Capital in 2013 and specializes in performance and research-related analysis and reporting. Her previous experience involved a position at Pension Consulting Alliance, Inc., a firm focused on providing consulting services to large public defined-benefit plans. She carries over 9 years of experience in the field.

Rebecca moved to the Unites States from Beijing, China when she was 13 years old. She received her undergraduate degree from UCLA and her Certificate in Performance Measurement and CFA charter from the CFA Institute. Rebecca is a dedicated mother and enjoys volunteering at her kids' schools as well as in the local community.

PATTY GOOD
CLIENT SERVICES

Tel: (503) 210-3004

patty@matissecap.com

Patty manages all aspects of office administration and provides internal staff support. She is responsible for interfacing with vendors, preparing materials for client presentations, and providing support to the executive team. Patty brings 20 years of experience in administrative support to Matisse Capital.

Corrie joined Matisse Capital in 2019 and advises retirement plans and endowment and foundation clients. She is experienced in all aspects of plan management with expertise in investment menu design, investment manager research, and portfolio construction.

Corrie brings 20 years’ experience in the investment industry. Prior to joining Matisse Capital, she served as a Senior Consultant for Arnerich Massena, as the vice president of Advisory Services for Northwest Capital Management, and as a principal and consultant for RVK, Inc. where she worked for over 8 years providing services to the firm’s institutional clients.

Corrie earned a Bachelors of Science in Business Administration with Finance and Real Estate concentrations from the University of San Diego, and a Master of Science in Financial Analysis from Portland State University. She has earned the Chartered Financial Analyst designation and is a member of the Portland chapter of the CFA Society, serving as the Vice President/Treasurer of the Board of Directors, and a member of the CFA Institute.

 
 
 
 
 
 
 
 
 
 

The website is controlled and operated by Deschutes Portfolio Strategy, LLC dba Matisse Capital from its offices within the State of Oregon, United States of America. Matisse Capital makes no representation that materials on the site are appropriate or available for use in other locations, and access to them from territories where their content is illegal is prohibited. The information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Matisse Capital or its affiliates to any registration requirement within such jurisdiction. Shares in the Matisse Discounted Closed-End Fund Strategy mutual fund are offered by prospectus only.

 

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