Bates Group has been a trusted partner to our financial services clients and their counsel for over 40 years, delivering superior quality and results on a cost-effective basis.

Consulting

Bates Group

Bates Group's headquarters in Portland, OR, United States

Benjamin R. Pappas

Managing Director Scott Lucas - Bates Group

Matt Summers

Michael Lindemann

Paul Lambert

Armin Sarabi

Kurt Wachholz

Rhonda Davis

Ira Hammerman

Henry Sanchez Esq. (Hank)

Linda Shirkey

Jennifer Cunningham

The Leadership Team at Bates Group, composed of multiple Managing Directors and the CEO, oversees the strategic direction and overall operations of the firm. They ensure that the company consistently delivers high-quality, cost-effective solutions to its financial services clients, fostering long-term partnerships and driving growth.

Leadership Team

The Consulting and Expertise Team at Bates Group leverages their extensive knowledge in financial services, eDiscovery, and privacy law to provide strategic guidance and specialized insights. They support clients by offering expert analysis, compliance solutions, and legal advisory to ensure optimal, cost-effective results.

Consulting and Expertise Team

The Marketing and Project Management team at Bates Group develops and executes strategic marketing initiatives, manages client projects, and coordinates proposals to support the company's growth. They ensure high-quality and cost-effective solutions, leveraging expertise in regulatory affairs and creative services to enhance client engagement and satisfaction.

Marketing and Project Management

The Software Development Team at Bates Group designs, develops, and maintains software solutions tailored for financial services clients. They focus on building robust applications, ensuring seamless cloud integration, efficient database management, and maintaining high standards of quality and cost-effectiveness.

Software Development Team

The Technology and Compliance Team at Bates Group ensures seamless integration of advanced technology solutions while maintaining stringent regulatory compliance. The team comprises Information Technology Technicians who handle technical infrastructure, Compliance Specialists who ensure adherence to regulatory standards, and an IT Manager who oversees strategic planning and coordination.

Bates Group

Org chart

Teams

Leadership Team

Consulting and Expertise Team

Marketing and Project Management

Software Development Team

Technology And Compliance Team

Offices

Bates Group

Org chart

Teams

Leadership Team

Consulting and Expertise Team

Marketing and Project Management

Software Development Team

Technology And Compliance Team

Offices

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