Exceptional people deserve exceptional solutions. M Financial Group provides access to financial services designed specifically for affluent individuals and corporations through an exclusive network of more than 140 Member Firms.

Finance

M Financial Group

M Financial Group's headquarters in Portland, OR, United States

Russell Bundschuh

Jeff Currie

Jamie Robinson

Heather L. Davis Smith

Kimberly Michaelson

Andrew Kramer

Reba Leonard

Joshua Caron

Jayashree Srinivasan

Hila Creme

Andy Graves

Tamara Kravec

Lauren Thomas Compton

James D. Kaplan

David F. Byers

Ronald J. Greenberg

Terence L. Horan

R. Mark McCullough

Peter M. Williams

Kristin Barens

Carl Peterson

Philip M. De Bruyn

The Directors Team at M Financial Group leads strategic initiatives, drives business growth, and oversees the implementation of financial solutions tailored for affluent clients and corporations. This team ensures high standards of service and innovation are maintained across the network of Member Firms.

Directors Team

The Compliance and Regulatory team at M Financial Group ensures adherence to legal standards and internal policies, mitigates risk, and oversees regulatory requirements. They manage corporate compliance, supervise regulatory affairs, and handle the licensing and registration of the company's services, ensuring that financial solutions for affluent clients are delivered with integrity and precision.

Compliance and Regulatory

The Leadership Team at M Financial Group is responsible for setting the strategic direction and overall vision of the company. This team, comprised of top executives, guides M Financial's commitment to delivering tailored financial solutions for affluent clients and ensures alignment across member firms to foster growth and innovation in the financial services landscape.

Leadership Team

The Human Resources team at M Financial Group is responsible for talent acquisition, employee relations, performance management, and professional development programs. They ensure the company attracts and retains top talent, aligns HR strategies with business objectives, and fosters a culture of continuous learning and development tailored to the needs of their exclusive network of Member Firms.

Human Resources

The Information Technology team at M Financial Group ensures the seamless operation and security of the company's digital infrastructure. They provide technical support, manage IT systems, and safeguard against cyber threats to deliver exceptional service to their network of Member Firms.

Information Technology

The Vice Presidents at M Financial Group oversee and enhance various strategic functions within the company. The VP of Member Firm Development focuses on expanding and nurturing the network of Member Firms, while the VP of Partner Relations manages key partnerships to ensure optimal collaboration. The VP & Head of Insurance Solutions leads the creation and delivery of tailored insurance products, and the Vice President and Head of Underwriting Risk & Innovation drives underwriting excellence and innovation. The Vice President of Government Relations advocates and navigates regulatory landscapes to benefit the firm's operations and clientele. Collectively, these leaders ensure M Financial Group provides exceptional, bespoke financial solutions to its affluent clients.

M Financial Group

Org chart

Board & advisors

Teams

Directors Team

Compliance and Regulatory

Leadership Team

Human Resources

Information Technology

Vice Presidents

Offices

M Financial Group

Org chart

Board & advisors

Teams

Directors Team

Compliance and Regulatory

Leadership Team

Human Resources

Information Technology

Vice Presidents

Offices

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