William D Rutherford – Investment Manager
William Rutherford grew up in McMinnville; attended the University of Oregon; graduated from Harvard Law school; served on active duty in the military; lived in Europe for two years; returned to Portland to run a law practice; held a seat on the Pacific Coast Stock exchange; returned to McMinnville after his father’s premature death to run the family retail business (13 retail stores in McMinnville and the upper Willamette Valley); was elected four times as the community’s representative to the Oregon legislature; and in 1984, was elected Treasurer of Oregon. He was later elected Chairman of the Oregon Investment Council, managing the state’s $14 billion PERS retirement fund.
He has served as President, CEO and Board member of two investment companies with offices in New York City, London, Paris, Tokyo, and Frankfurt. He has been a board member of a number of international and domestic companies. William aided with the restructuring of Metallgesellschaft, an international trading, oil and gas company, and Europe’s 10th largest company.
Joan Robertson Lamb – Investment Advisor Representative
Joan is a graduate of Stanford University, B.A. in Economics, and of UCLA Anderson School of Management, M.B.A. in Finance and Marketing. She was a Managing Director of Merrill Lynch Capital Markets in Los Angeles, CA and head of its Emerging Growth Investment Banking office. Previously she was an Investment Manager at Pru-Capital, Inc., a subsidiary of Prudential Insurance Company. She has served on the Stanford University FSI International Studies Advisory Board and on the boards of numerous not-for-profits in California, Washington and Idaho.
James M Ulatowski – Chief Operating Officer
James graduated with a B.S. in Business/Finance and a minor in Economics from Portland State University. He holds an M.B.A. in Finance, also from Portland State University. He served as a Senator in PSU student government, and Chapter President of both the Finance Club and Economics Association, the latter under the guidance of Tom Potiowsky, former State Economist for Oregon. He was a member of the Phi Kappa Phi and Beta Gamma Sigma Honor Societies. James has been with Rutherford Investment Management since 1998. He has previous executive experience with retail and entertainment companies.