Aldrich Wealth
Grace Hornecker has experience working as a Portfolio Analyst at Aldrich Wealth where Grace analyzes client portfolios and creates implementation plans. Prior to that, Grace worked as a Senior Investment Analyst and Team Lead at RVK, Inc., managing a team of five and maintaining client portfolios. Grace also has experience as an Intern at Sapient Private Wealth Management, Columbia Trust Company, and Delta Gamma Fraternity, where Grace gained valuable skills in the finance industry. Grace holds a Bachelor of Science in Finance from the University of Oregon Lundquist College of Business.
This person is not in any teams
Aldrich Wealth
We understand modern-day wealth management. In a global economy, in a time marked by economic complexity, we help our clients protect and grow their financial assets for tomorrow, by enabling them to make smart financial decisions today. Aldrich Wealth is a dynamic, fast-growing, and established independent wealth management firm at the forefront of the industry, and was founded in 1998. As a wealth management firm that provides a broad array of financial services to high-net-worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions, and manage over $4.5 billion in assets under management.