2008
April 2008 - Daniel J. Roche joins Willamette Management Associates as the firm’s national director of property tax services.
February 2008 – Willamette Management Associates wins Most Active Service Provider Award. Westport, CT – Willamette Management Associates (“Willamette”) a national valuation consulting, economic analysis, and financial advisory firm, was the recipient of the Most Active Service Provider Award given out by the Connecticut chapter of the Association of Corporate Growth (“ACG”).
January 2008 –
Joseph A. McNulty joins Willamette Management Associates as a director in the firm’s New York office. Willamette Management Associates (“Willamette”) a national valuation consulting, economic analysis, and financial advisory firm, announced that Joseph A. McNulty has joined the firm and will be resident in firm’s New York office. He will concentrate on working with clients in providing them with valuation services
June 2007 – The Guide to ESOP Valuation and Financial Advisory Services, Second Edition, authored by Robert F. Reilly and Robert P. Schweihs, managing directors at Willamette Management Associates, expands and updates the discussion of current employee stock ownership plan (ESOP) stock valuation and financial adviser issues that were in the first edition.
November 2006 — Stephen Scott Cobb, III, CFA, joins the firm as a senior manager.
June 2006: Willamette Management Associates valuation books available to the Chinese and Russian financial communities.
March 2006: Malcolm R Hartman to Speak at the NCEO/Beyster Institute’s Employee Ownership Conference
December 2005: Robert F. Reilly Named the AICPA Business Valuation
Volunteer of the Year
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December 2005: Mark L. Zyla Joins Willamette Management
Associates in Their Atlanta Office
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July 2005: Willamette Management
Associates Announces New Director in Washington, D.C., Office.
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May 2005: New Book Provides a
Comprehensive Treatment of the Current Thinking in Employee Stock
Ownership Plan Issues.
2004
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December 2004: Willamette Management
Associates Wins Financial Planning Award of Excellence
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September 2004: New Book by Leading Industry Experts Provides the
Most Current Information on Business and Intellectual Property
Valuation, Damages, and Transfer Price Analyses
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April 2004: Shareholders Pay a Price Premium
for Voting Privileges—Figure Quantified
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April 2004: Identifying the Discount
for Lack of Liquidity in the Marketplace
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February 2004: Oregon Governor Appoints Charles
Wilhoite to Serve on the Oregon Health & Science University's Board
of Directors
2003
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January 2003: Willamette Management Associates
Acted as Financial Advisor in the IIT and Alion ESOP Transaction
