Modernist & Proud

Hi Friends,

This month we are celebrating Pride, introducing a new team member, and weighing in on family conversations. We hope you enjoy! -- Georgia and Team Modernist

Modernist Money Stories


Earlier this month, Georgia sat down with friend of the firm Farnoosh Torabi for the So Money podcast. They discussed Georgia’s path into finance and why Modernist is a firm founded to change the financial industry.

"There's a lot of subtext in the financial world around who has access and who doesn't. I think the queer community is important, but I'm actually far more concerned about intersectional access."

Listen to the full conversation here!

Around town


Happy Pride! Modernist is proud to be on Portland Business Journal’s list of Oregon’s largest LGBTQ-owned businesses (#17)!!

On the 50th anniversary of Stonewall, we are grateful to the Oregon Historical Society for compiling the oral history of the LGBTQ+ communities in Oregon.

We cannot wait to dig into these archives and hope you will do the same!

Songs that are really about activist pride

To mark Pride month, we are honoring our activist forebears with Coco Rosie’s surreal and poetic Rainbow Warriors.

We are Rainbowarriors / Evil come not near / Rainbow love awaits us / With hearts of love and tears

Portfolio perspectives when the news is confusing

If you want to know what the news means for money, make it a habit to listen to the Indicator from Planet MoneyEvery afternoon, these smart folks cover a different financial indicator that you should know so you can better understand the news.

Click on the image to listen to the tale of 10th anniversary of the longest economic expansion since the 1850s!

Follow it up with our December 2018 letter to clients: Why We Don’t Go To Cash in Downmarkets

Modernist news


As you may have heard, Team Modernist is growing!

We are delighted to welcome Tracy Rogers, our new Executive Assistant.

Tracy has enjoyed a multifaceted career in entertainment, consumer packaged goods, and technology, always working with professionals committed to creativity, innovation, and making the world a better place.  She holds a bachelor’s degree in Psychology from the University of California at San Diego.

Her curiosity extends in many directions: she is committed to life-long learning and has completed programs in Art History and Marine Biology, among others. In her free time, she enjoys volunteering at her daughter’s school, hiking, gardening, and travel.

We are excited for you to meet Tracy when you’re next in the office!