Asoka Weeraratne is the lead Portfolio Manager and Founder of the company.
He has an extensive background in bond and equity markets, along with a focus on delivering sound financial solutions.
Weeraratne has 20-plus years of experience helping individuals, corporations and non-profits navigate their investments. In his time managing wealth, Asoka has seen his fair share of market ups and downs, bringing calm and experience in addressing the needs of his clients.
Weeraratne graduated from Portland State University. In his spare time, he enjoys the beautiful Oregon coast and traveling.
Investment advisory services are offered through UTA, LLC dba Uptown Advisors, an investment advisor registered with the U.S. Securities and Exchange Commission. Uptown Advisors only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV documents.
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