|William Lang, CFA
Chief Investment Officer – William has more than 15 years of experience in the investment management industry. Prior to co-founding Downriver Capital Management, William co-founded Signia Capital Management, a small-cap value investment management company, primarily focused on institutional clients. There, he focused on both business development and equity research. Previously, William was an Equity Research Analyst for a $2 billion Pacific Northwest money management firm. He holds a B.A. in Finance from Gonzaga University, is a CFA Charterholder and a member of the CFA Institute.
Director of Marketing & Client Service – Josh has more than 12 years of experience in the financial services industry. He began his career in 1998 as an independent advisor and became a partner of Simple Wealth, Inc. in 2001. Josh is the key point of contact for Downriver Capital Management clients and their primary source for investor education. Josh is a registered representative of Simple Wealth Solutions, Inc., member FINRA/SIPC, and an investment advisor representative of Simple Wealth, LLC, a registered investment advisor. Downriver Capital is not affiliated with SSN or Simple Wealth, LLC.
Head of Operations & Compliance – Chuck has more than 30 years of experience in the financial services industry. During that time Chuck has built his own personal practice and helped more than 40 independent financial planners grow their practices. Chuck is the CEO and Chief Compliance Officer of Simple Wealth, LLC, a Registered Investment Advisory firm. Chuck ensures that Downriver Capital Management clients are protected by the highest levels of compliance and operational efficiency. Chuck is a registered representative of Securities Service Network, Inc., member FINRA/SIPC, and an investment advisor representative of Simple Wealth, LLC, a registered investment advisor. Downriver Capital is not affiliated with SSN or Simple Wealth, LLC.
Portfolio Manager – Scott has been with Downriver Capital Management for three years and holds a B.A. in Finance from Gonzaga University. Scott is on the board of the Invictus Foundation and has served in the U.S. Army for over twelve years to include two combat tours in Iraq.