Kathleen Kee
CEO
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Confluence Wealth Management – Hedge Fund Contacts
- Lake Oswego, United States
- AUM $409.37 million
- Founded 1997
Updated 2026-08-18
Confluence Wealth Management – Hedge Fund Contacts is a hedge fund manager in Lake Oswego, United States. AUM $409.37 million, founded 1997.
Office
1211 SW 5th Avenue, Suite 1200Lake Oswego, OR 97204
United States
Phone 5032217595
Website www.confluencewealth.com
Facts
- AUM
- $409.37 million
- Professional staff
- 11
- Founded
- 1997
- Region
- North America
About
Confluence Wealth Management is a fee-only, independent firm that offers a full suite of wealth management services that empower clients to grow and preserve their wealth.
Leadership
Lantz Stringham
Portfolio Manager
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Jason Lawton
Partner
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Bryan Smith
Partner
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Kathleen Kee
CEO
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6 emails on file
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One of 5,110 hedge funds in the downloadable list.