Mr. Carr represents investment professionals in cases before the Circuit Courts for the State of Oregon, the United States District Court for the District of Oregon, SEC, NASD, CFP Board of Standards, and regulatory bodies for the States of Oregon, Washington, and Idaho. Mr. Carr is experienced in matters related to claims defense, licensing, professional discipline, regulatory violations, audit compliance, and structuring. Mr. Carr is a member of the Oregon State Bar, Washington State Bar, US District Court for the District of Oregon, the Ninth Circuit Court of Appeals, and Oregon State Bar Securities and Business Sections.
Mr. Carr is a graduate of Pacific Lutheran University where he was president of the Student Senate and interned for U.S. Senator Mark O. Hatfield. Mr. Carr earned his law degree from Willamette University 's College of Law where he was an active member of the Moot Court Board and received a Certificate of Dispute Resolution. Mr. Carr is the current director of Government and Regulatory Affairs for the Oregon and Southwest Washington chapter of the Financial Planning Association, and was recently appointed to the Financial Planning Association's National Government Relations Committee.
Mr. Schwartz has in-depth experience serving as an advocate for investment advisory firms and their investment advisor representatives. He has defended investment advisory clients in mediations, arbitrations and trials. Mr. Schwartz has licensed investment advisory firms in Washington, Oregon, California, Alaska, Ohio, Texas and other states. He has a specialized knowledge of the IARD and CRD electronic filing systems. Mr. Schwartz is a member of the Oregon State Bar.
Mr. Schwartz graduated with honors from Willamette University. He earned his law degree at the University of Oregon School of Law where he was a law review staff editor and served as chairperson for the Dean's Advisory Committee. Mr. Schwartz most recently was corporate counsel for Inteliant Corporation, a national information technology firm with over 700 employees and annual gross revenue in excess of 100 million dollars. Previously, Mr. Schwartz worked as an administrative law judge for the Oregon Employment Department and served as the Department's legislative liaison during the 1995 Oregon legislative session.
Ms. Butterfield's litigation experience began as a law clerk in the securities litigation department of a large New York law firm. Subsequently, as a third-year law student, Ms. Butterfield served a one-year judicial clerkship for the (now-deceased) Honorable Stephen B. Herrell, Multnomah County Circuit Court of Oregon. This judicial clerkship introduced Ms. Butterfield to the full range of Oregon state court practices. In 1991, Ms. Butterfield graduated from Willamette University, College
of Law.
Subsequently, Ms. Butterfield joined a local insurance defense firm and from there developed her defense litigation practice, with a particular focus on professional and municipal liability, and employment law matters.
Ms. Butterfield also worked in the Guam office of a large Honolulu-based firm, which predominantly served insurance companies and banking financial institutions in the Western Pacific region. While in Guam, Ms. Butterfield also served as lead local trial attorney for commercial litigation, employment disputes, and insurance defense matters litigated in the local (territorial) and United States federal courts. While on the Island of Guam, Ms. Butterfield’s practice included complex tax litigation, bankruptcy litigation, construction litigation, foreclosure proceedings, consumer fraud, and maritime/ admiralty matters. Ms. Butterfield also managed large cases involving white-collar criminal allegations and employment disputes.
With sixteen years of litigation experience, Ms. Butterfield has represented multinational corporations and small, emerging entities in state and federal courts throughout Oregon, with a particular focus on commercial and insurance litigation. These matters included the litigation of the defense and indemnity obligations of insurers.
Ms. Butterfield's most recent litigation experience includes a wide variety of complex business litigation matters, including breach of contract claims, business torts, copyright/trademark infringement, construction defect claims, legal ethics advice, professional malpractice defense, real property disputes and employment law.
Bar Memberships, Professional Organizations and Committees:
- Oregon State Bar (Currently a member of the Oregon State Bar Disciplinary Board)
- US District Court for the District of Oregon
- US District Court for the District of Guam
- American Bar Association (Litigation, Labor and Employment Law, and Law Practice Management sections)
- Multnomah County Bar Association
- Oregon Women Lawyers
Ms. Butterfield has also served on the Oregon State Bar Association Legal Ethics Committee, Guam Bar Association Ethics Committee, American Bar Association Model Rule Revisions Task Force, Superior Court (Territory of Guam) Indigent Defense Committee (Chair), United States District Court of Guam Indigent Defense Panel, and Multnomah County Bar Association CLE Committee.
Ms. Johnston-Porter brings a wide and diverse legal background to the firm. Her experience includes matters related to real property transactions and construction, and commercial litigation with an emphasis in employment law, personal injury and insurance defense.
Ms. Johnston-Porter also has extensive experience in litigating, arbitrating and mediating policy coverage issues, including commercial property, commercial and personal automobile, homeowners’, personal liability, umbrella liability, and commercial general liability.
While maintaining a private practice in 2002-2004, Ms. Johnston-Porter served as a class action administrator and Special Master for Poorman Douglas Corporation. In this capacity, Ms. Johnston-Porter assumed primary responsibility to manage some of the largest, high-profile class action settlements in the country, including Microsoft Anti-trust Settlements and AT&T Wireless settlements.
Ms. Johnston-Porter graduated from Southern Oregon University with a degree in political science, and earned her law degree at Northwestern School of Law at Lewis & Clark College. She is a member of the Oregon State Bar, Washington State Bar, US District Court for Oregon, Oregon Women Lawyers Association, and co-chairman of the Oregon Minority Lawyers Association.
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Todd E. Schwartz 
Lisanne M. Butterfield 
Lisa Johnston-Porter