Suggestions
Chris Magaña
Wealth Management Executive, Part-time Educator, Investor and Community Volunteer
Professional Background
Chris Magaña is a seasoned investment practitioner who brings a wealth of experience and knowledge to the field of finance. As the President of IMS Capital Management, Inc., he manages wealth for high-net-worth clients, as well as foundations and endowments based in the Pacific Northwest. His investment philosophy is deeply rooted in the timeless principles of value investing, which emphasize the importance of avoiding permanent capital losses, investing with a margin of safety, and focusing on businesses within one’s circle of competence.
Having developed a concentrated equity strategy in 2007, he led this approach until December 2014, during which he honed his skills in identifying lucrative investment opportunities and mitigating risks effectively. Chris's dedication to sound investment principles, combined with his extensive experience, positions him as a knowledgeable leader in the investment community.
Education and Achievements
Chris holds an impressive academic background that complements his professional journey. He earned his Juris Doctor (J.D.) in Investments and Securities from Willamette University College of Law, and furthered his education with a Master's Degree (JD/MBA) at the Willamette University - Atkinson Graduate School of Management. To deepen his understanding of value investing, Chris completed an Executive Education program at Columbia University - Columbia Business School. Additionally, he started his academic journey with a Bachelor's Degree in Business Administration from Concordia University-Portland.
His commitment to education doesn’t end with his own studies. As an adjunct educator over the past six years, he has impacted the lives of over 1,000 students by teaching them essential principles of portfolio management, personal finance, foundational finance theories, and value investing. Chris is passionate about mentoring and has established lasting relationships with students, guiding them in developing effective career-search strategies, honing their interviewing skills, and aligning their personal interests with career opportunities. His enthusiasm for contributing to the next generation of value investors and responsible business leaders highlights his dedication to ethical investment practices and independent critical thinking.
Achievements
In addition to his teaching roles, Chris has made meaningful contributions to the financial community as a former advisory board member at Black Founders Matter and as a board member for a privately held Oregon company. His diverse responsibilities reflect his commitment not only to investment management but also to promoting diversity and encouraging entrepreneurship in the investment field.
Before establishing himself in the current role at IMS Capital Management, Chris was recognized for his expertise as a Senior Portfolio Manager at West Coast Trust, where he managed diverse portfolios and contributed to strategic asset allocation decisions.
Chris Magaña’s professional journey is a testament to his dedication to the principles of value investing and his commitment to educating future leaders in the field. By engaging deeply with both clients and students, he fosters an environment of growth, learning, and ethical investment practices. His ability to connect theory with practical application ensures that the next generation is well-equipped to navigate the complexities of financial markets in an ethical and responsible manner.
Education
- East China University of Politics and Law: Study Abroad, International and Comparative Education
- Willamette University College of Law: Juris Doctor (J.D.), Investments and Securities
- Willamette University - Atkinson Graduate School of Management: Master’s Degree, JD/MBA
- Columbia University - Columbia Business School: Executive Education - Value Investing
- Concordia University-Portland: Bachelor’s Degree, Business Administration
Professional Associations and Roles
- President at IMS Capital Management, Inc
- Former Advisory Board Member at Black Founders Matter
- Former Board Member at Privately Held Oregon Company
- Former Contributing Assistant Professor at Willamette University - Atkinson Graduate School of Management
- Former Adjunct Professor at Washington State University - Vancouver
- Former Professor (Adjunct) at Concordia University Portland
- Former Senior Portfolio Manager at West Coast Trust
