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Vice-Chair of the Bates Board of Directors and Senior Executive Advisor
Jennifer Stout serves as Vice-Chair of the Bates Board of Directors and Senior Executive Advisor. As the former Bates CEO, Jennifer embodies the core "Bates Values" that: all client needs are embraced as our own, all challenges can be addressed, and we can innovate and compete while treating others and our team with dignity and respect. Born and raised in Oregon, Jennifer began her career as a CPA at Arthur Andersen (a Big Five accounting firm) before joining Bates, where over the last 25 years she has grown from an entry-level financial analyst into the leader of the company. She builds on her detailed understanding of all facets of Bates Group’s strengths by working tirelessly to expand the boundaries of our services and solutions benefiting clients throughout the life cycle of their legal, regulatory and compliance matters.
As the key driver of Bates' growth, Jennifer works to ensure that Bates' clients nationally and internationally are receiving exceptional support. Her commitment to building a world-class company is embraced by countless clients and the entire Bates team. Jennifer encourages and drives Bates and its clients to stay one step ahead of the curve by identifying and resolving issues before they even present themselves and making sure that we have the staff, resources, and expertise to provide solutions. Her caring approach to each client enables us to build long-term, substantial relationships with everyone we serve.
Jennifer is an avid reader and traveler, and she most enjoys spending time with her three children and pets and laughing with friends and colleagues. She is a proud supporter of SWIFS and IBDC-RIAC, and she is a member of the SIFMA-CL Society, NSCP and IAA. She is also the 2022-2023 President of the Florida Securities Dealers Association.
Bates Group LLC, CEO, 2019 to present
Bates Group LLC, President/CEO, 2011 to 2019
LECG, Director, 2005 to 2011
Bates Private Capital Incorporated, Lake Oswego, Oregon, Managing Director, 2000–2005; Senior Associate, 1993–1999
Arthur Andersen & Co., Portland, Oregon, Associate, Tax Department, 1990–1993
Certified Public Accountant, 1993
University of Portland, BBA, Accounting, 1991
National Seminars at Arthur Andersen (2 years), specialized in tax, management, and audit training
Oregon Society of Certified Public Accountants