Managing Partner
Lombard Equities Group
• www.linkedin.com/company/lombard-equities-group
• Full-time
Aug 2020 - Present
Portland, Oregon Metropolitan Area
Founder, Writer, Host
Timeless Investor Group
• www.linkedin.com/company/timeless-investor-group
• Self-employed
Dec 2024 - Present
Portland, Oregon Metropolitan Area
Advisor
Tribal Credit
• www.linkedin.com/company/tribal-credit
Aug 2020 - Dec 2020
San Francisco Bay Area
Principal
Rising Tide VC
• www.linkedin.com/company/risingtidevc
Oct 2018 - Aug 2020
San Francisco Bay Area
Investment Advisor
Goldman Sachs
• www.linkedin.com/company/goldman-sachs
May 2014 - Oct 2018
San Francisco Bay Area
Equity Research Analyst
Fisher Investments
• www.linkedin.com/company/fisher-investments
Mar 2011 - Apr 2014
Woodside, CA

The Timeless Investor | Real Estate Investment Strategies | Ex-Goldman Sachs | $150M AUM | Best Selling Author
I believe real wealth isn’t built in quarters — it’s built over centuries. I started my journey as an equity analyst at Fisher Investments ($200 billion AUM), then Goldman Sachs advisor ($4 billion AUM). Then I discovered real estate could generate alpha that public markets couldn't match. While everyone chased red states (Texas, Arizona, Florida), we saw a different opportunity. Our Contrarian Thesis: Blue states were being overlooked. Too much capital had fled California and similar markets. The pendulum would swing back. We've been right. We've invested over $150 million into blue state multifamily. We target 15% Net IRR, 5-10% cash yields to investors. But this goes deeper than returns. I study how wealth has been built and destroyed across history. From the Roman Empire's currency collapse to the Dutch real estate boom. From Andrew Jackson's war on central banking to Li Ka-shing's Hong Kong land plays. The patterns repeat. The principles endure. At The Timeless Investor, I blend historical analysis with modern market insights. Because understanding the Ming Dynasty's regulatory failures teaches you more about today's zoning laws than any MBA program. True wealth isn't built chasing quarterly earnings. It's built on principles that have worked for centuries. Think Well. Act Wisely. Build Something Timeless. Follow The Timeless Investor: https://lombardequities.substack.com/subscribe
lombardequities.com
goldmansachs.com
tribal.credit
fisherinvestments.com
Portland, Oregon, United States