欧博allbetOrca Investment Management, LLC
Shawn has lived in the greater Portland area for most of his life. After graduating from Portland State University in 1992, Shawn joined a local investment management firm as a securities analyst specializing in small capitalization high-growth companies. This was the beginning of his time spent at both buy and sell-side firms, primarily focusing on technology and growth-related companies.
Over time, Shawn migrated away from research and into Investment Banking where he was part of a team which completed many Initial Public Offerings (IPOs), Secondary Offerings, Private Placements and a variety of Merger & Acquisition assignments for many companies based on the West Coast.
In 2003, Shawn decided to return to his roots and founded what was to become Orca Investment Management (as of January 2024 a wholly owned subsidiary of Paulson Capital Holding Company, LLC). Starting with a handful of clients and less than $20 million under management, the firm has grown to two offices and a group of over six investment professionals. Shawn appreciates the challenges of running a growing firm and working with clients to provide them with a wide variety of financial solutions to meet their specific needs.
Shawn enjoys many outdoor activities, including fishing and hiking as well as playing competitive games such as poker, cribbage and chess.
Bill Barham
William (Bill) Barham was born in Portland, Oregon, in 1940, and married Edie Barham in 1965. Bill is a graduate of West Linn (Oregon) High School and attended business classes at Lewis & Clark College, Portland State University and Southern Oregon University. Bill began his career in the financial industry in 1970, joining a local brokerage company as a Registered Representative (Series 7 Broker). In November 1972, Bill and two other brokers joined a Portland brokerage firm founded in 1931 and in 1974 acquired the business; Daugherty, Cole Inc. Bill became an equal owner and officer as well as Financial Principal and later the firm’s Municipal Principal.
In June 1982, after building Daugherty, Cole into a successful broker/dealer, the three partners purchased a West Coast investment advisory firm and renamed it Bane, Barham & Holloway Assets Management Inc (BB&H). By 2000, after successfully growing and managing the advisory business for 18 years, Bill’s partners had either retired or left BB&H. Bill and Edie continued successfully as owners and were acquired by Orca in January 2013.
Bill continues to happily work full time as Sr. Portfolio Manager for Orca. Bill and Edie reside in Salem, Oregon, and have four children. In addition to Bill’s love of managing portfolios and studying markets, Bill and Edie enjoy working around their farm, traveling and keeping up with their kids and twelve grand kids.
Roger Thomas
Roger was born in 1958 and raised in Jackson, Michigan, however, Roger graduated high school in Herndon, Virginia, after his father took a job with the US Government when Roger was 16. Upon graduation, Roger returned to Michigan where he received a Bachelors of Business Administration degree in Accounting with a minor in Economics from Western Michigan University.
After college, Roger worked for a few years at Coopers & Lybrand where he received his CPA license. Ultimately, Roger left public accounting and received a Masters of Business Administration degree in Finance and Real Estate from The University of Texas at Austin.
Upon graduation, Roger was employed by MetLife in its Houston-based investments office. While at MetLife, Roger gained experience in both privately-placed and publicly-registered equities and fixed income securities; ultimately ending up in MetLife’s Portfolio Management Unit in New Jersey where he was responsible for managing a portion of MetLife’s general account investments and the related product liabilities.
In 1998, Roger was presented the opportunity to move west to oversee the Public Investments Department of a Portland-based registered investment advisor. A few years later, Roger and a few of his co-workers founded their own registered investment advisor. Roger joined Orca in early 2010, after winding down his previous firm.
Roger is married and has two adult children; one selecting the East Coast (New York City) and the other the West Coast (Oregon). Most of Roger’s free time is spent playing the game of bridge.