Joline Ortiz, CFA

Senior Vice President

Senior Investment Manager

Joline joined Riverview Trust Company in 2018 as a Trust Investment Officer.   She has over fifteen years of experience in investment management.  She manages client investment portfolios and contributes to the firm’s overall investment philosophy and the investment committee. 

Joline started her career at PIMCO, one of the largest institutional fixed income money managers.  She applied her early experiences in institutional money management to comprehensive wealth management for trusts, high net-worth individuals, and non-profits.  This has been the area in which she has been focused in the last eleven years, having worked at various local financial institutions in Oregon and Washington before joining the Riverview team.    

 Joline studied at the University of Southern California, where she earned her Bachelor of Science degree in Business Administration with an emphasis in Finance.  She is also a Chartered Financial Analyst (CFA) charterholder, which is a globally recognized professional designation for investment management professionals. 

In her free time, Joline can be usually found chasing around her two little daughters and endlessly organizing their misplaced toys.  Someday, when the kids are older and more independent, she will lay in a hammock and read a good book cover to cover. 

Contact Information

Direct: 360-693-8645

Main: 360-693-7442

900 Washington Street, Suite 900
Vancouver, WA 98660-3455

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