Douglas Greenberg

Douglas Greenberg, President of Pacific Northwest Advisory (PNWA) in Portland, Oregon, launched his firm after nearly three decades as a top financial advisor. Greenberg and PNWA offer highly individualized financial advising services to business owners, executives, and individual investors to preserve their personal and commercial capital through coordinated financial investment plans connected with complete growth goals.

Mr. Greenberg works with many professionals to plan for and safeguard each client's financial future, including tax attorneys, CPAs (tax preparation, M&A, and business valuation), estate planning attorneys, and investment bankers.

His offerings include business transition planning, investment management, wealth management, and retirement planning. Greenberg's more than 29 years of experience as a top financial advisor, as well as his recognition by numerous leading financial publications, distinguish him in the industry as a professional with proven success in assisting business owners in preparing their businesses for sale, as well as helping individuals in constructing and managing their assets.

Greenberg's Method

Doug's experience growing up and working in a large, family-owned business, combined with his track record of guiding owners of mid-tier companies ($10 million to $150 million) through the sale or transition of their business, has allowed him to develop a process that will enable a business owner to fully understand the impact of a business sale before assembling a team. Douglas Greenberg is in charge of "filling in the gaps" to build the focused and dedicated team required to sell or sustain a business.

Managing the transition from start to finish allows for consistency and familiarity aligned with each business owner's aims. Greenberg's implementation approach enables a business owner to move forward confidently, knowing that their replacement income is secure and expanding. Greenberg develops a tailored solution for each customer based on an objective assessment of the business owner's objectives and goals.
Greenberg's experience as a seasoned financial advisor extends to managing retirement plans and hedge fund portfolios and selecting investment managers. Greenberg has overseen and operated 401(k) plans, major corporate cash management accounts, investment adviser selection, hedge fund portfolios, private equity investments, and corporate bond and municipal bond fixed-income portfolios.
Douglas Greenberg offers customized investment strategies and financial planning to assist customers, and their families grow, manage, and protect their wealth. His advice is independent, transparent, and unbiased, and he consistently prioritizes the client's interests.

A Profession as a Top Producer

Before establishing PNWA, Greenberg worked as an Executive Director at the international investment bank and financial services firm Morgan Stanley. He spent 24 years at Morgan Stanley and was recognized as one of the firm's top financial advisors. Greenberg was a member of the firm's exclusive "Chairman's Club," which acknowledges top-producing brokers. He was likewise listed among the top two percent of Morgan Stanley's brokers in terms of income earned.

Greenberg began his investment management career in 1992 with Merrill Lynch as a financial consultant for approximately 18 months.

Industry Appreciation and Achievements

Forbes called him one of Oregon's top wealth managers in 2018. He was also named to Barron's annual "Top Advisor Rankings" for four years in a row, placing second among all financial advisors in 2012. Greenberg was named one of Oregon's two best financial advisors by the Financial Times in 2013.

Douglas has attended professional events, including a roundtable of specialists offering advice on business sales, mergers, and acquisitions. He writes about various issues, including wealth management, intelligent retirement planning, and diversifying your portfolio with alternative investments, among others.

Academic Experience, Certifications, and Licenses

Doug graduated from the University of Texas at Dallas with a Bachelor of Science in Business. He also attended the University of Pennsylvania's Wharton School of Business and the University of Chicago's Booth School of Business.

The Wharton School awarded Greenberg the Certified Investment Management Analyst (CIMA) title. He also holds FINRA Series 63, Oregon Life Insurance State License, and Oregon Variable Annuity Insurance State License, among other licenses and certifications.

Philanthropy

Greenberg gives back to the community through volunteer work and philanthropic endeavors, such as serving on the advisory board of the ALS Association, Oregon and SW Washington Chapter, and as a mentor for St. Mary's Home for Boys, which provides residential treatment and services to at-risk boys aged 10 to 17.

Hobbies and interests

Greenberg lives in Lake Oswego, Oregon, about 10 miles south of Portland. He spends his free time with his two grown-up sons, with whom he frequently attends live sporting events. He enjoys various outdoor sports, such as hiking, sailing, skiing, and scuba diving. He and his sons enjoy touring the world together and have had the opportunity to participate in incredible adventures, such as climbing Mount Kilimanjaro in Tanzania in 2019. The Greenberg brothers are followers of the Portland Timbers of Major League Soccer and professional basketball.

Greenberg also enjoys skiing in the Cascade Mountains and boating on the various lakes and rivers of the Pacific Northwest.