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Douglas Bean

Investment Advisor, Chief Investment Officer, and Partner

Private Advisory Group

United States, Washington, Redmond

About Me

Douglas has been actively engaged in working with clients since 2002. Douglas and Chris (his brother) learned the ‘ropes’ from their father and have been pushing the firm to the next level for several years. In addition to taking care of his own clients, Douglas oversees portfolio allocations, runs investment research, and builds the primary portfolios to ensure they adhere to Private Advisory Group’s high standards as well as client expectations. If you ask, “What’s your most important job?” he’ll say, “I help people make good decisions.”

Profile Information

Investment Advisor, Chief Investment Officer, and Partner

Private Advisory Group

Investment Team

Investor

Multi-Family Office

Redmond

Washington

United States

Aug 7, 2024

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Jon Bishopp
Managing Director
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Chris Bean
Chief Executive Officer
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Eric Penz
Financial Advisor, Senior Advisor

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