Steve Sutherland is a Bates Group consultant and expert with 28 years of financial industry experience as a financial advisor, controller, auditor and business owner.
As a CPA and CFP® (certified financial planner), Mr. Sutherland has spent the last 19 years as a private wealth advisor (investment adviser representative and registered representative) to individuals and small businesses. He has hands-on knowledge of investment advisory, 40 Act funds, IRAs and retirement plans, insurance/annuities, tax and estate planning.
Steve began his career at KPMG Peat Marwick in San Jose, CA. As a senior accountant, he provided auditing services to middle market clients in Silicon Valley. Subsequent to KPMG, Steve served as controller at Western Line Manufacturing, Inc., a secondary wood products firm in Portland, OR.
Along with his other certifications, Mr. Sutherland recently received his certified fraud examiner (CFE) designation. Mr. Sutherland received his master’s and bachelor’s degrees in Industrial Engineering from Stanford University. He maintains series 7, 63 and Oregon health & life insurance licenses.
Ameriprise Financial, West Linn, OR, Private Wealth Advisor, 1999-2018
Western Line Manufacturing, Inc., Portland, OR, Controller, 1993-1998
KPMG Peat Marwick, San Jose, CA, Senior Accountant, 1989-1992
Stanford University, Stanford, CA, M.S., Industrial Engineering, 1989
Stanford University, Stanford, CA, B.S., Industrial Engineering, 1988
Series 7 (General Securities Representative)
Series 63 (Uniform Securities Agent State Law Examination)
Certified Financial Planner (CFP®), 2003
Certified Public Accountant (CPA), 1992
Oregon Health & Life Insurance License
Association of Certified Fraud Examiners (ACFE), Associate Member
West Linn Rotary Club, Member
West Linn Rotary Foundation, Treasurer
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