William Meyer

Background

About William Meyer

Mr. Meyer is a lifetime resident as well as a 4th generation resident of Portland Oregon. He is married to Susan, a local teacher in the Portland Public school District. His children attended Lincoln High school, Oregon State University, U of C. He has a BS from Portland State University with a degree in finance and marketing (1979). Bill holds a multi-engine pilots license with Falcon type and instrument ratings, TFT 2250 hours. Bill has been working in the financial and insurance industry since 1981. Bill is a licensed Life Settlement Investment Agent (LSIA), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Insurance Consultant (IC). He has taught planning at Life Underwriters Training Counsel (LUTCF), spoke at industry meetings and has hosted his own radio show at KPDQ entitled “It’s your financial future”. Business Background (Core Business) 2013-Present: General Partner, NW Life Funds L.P. 2013- Present: Owner, Strategic Group NW 2013-Present: Fund Manager, Two Messengers Winery Fund LLC $6M Private Venture Capital Fund Owner, Strategic Group Financial Advisors, Inc.$25 Million AUM Strategic Group Equities, Inc. 1998-Present: Owner, Strategic Insurance Services LLC (fka Strategic Group LLC)$25M of Life Settlements $280M in Life Insurance Underwritten2001-2005: Owner, SG Securities (Broker/Dealer)$535M+ Mergers and Acquisitions – 45 Transactions 1981-2001: General Securities & Field Underwriter, MONY Securities Corp $400M+ in Life Insurance Underwritten Top of the Table – Top 500 LI Agents Globally Mutual of NY Hall of Fame & New Products Committee Business Background (Non-Core Business) 2008 – Present: Penner-Ash Wine Cellars, maker of fine wines - Case Winery – Present: Patricia Green Cellars, maker of fine wines - Case Winery 1990– Present: Round Lake LLC, farm wheat, legumes and ducks - Land Donated to Ducks Unlimited as Bird Sanctuary