People

Many of our employees came to Ferguson Wellman with education, experience and accreditation that demonstrated their ability to create and manage customized investment portfolios for our clients. Others came to the firm with experience from a broader range of industries, enabling us to employ best practices in investment services, communication, education, analysis and technology.

Close to 75 percent of our 39 employees are Ferguson Wellman shareholders. Since 2007, a percentage of outstanding shares have been sold between the board of directors and seven senior vice presidents. This is an ongoing exchange to transition ownership.

Nathan M. Ayotte, CFP Vice President	Joseph O. Brooks Trader	Beth Brown Craven Executive Assistant	Timothy D. Carkin, CAIA, CMT Senior Equity Trader
Scott W. Christianson, CFP Equity Trader	James A. Coats Senior Vice President	Ralph W. Cole IV, CFA Senior Vice President of Research	Dean M. Dordevic Principal
Mary A. Faulkner Vice President of Marketing	Sandy Fendall Executive Assistant	Lori A. Ferraro Executive Assistant	Lori B. Flexer, CFA Senior Vice President
Marc F. Fovinci, CFA Principal	Robin Freeman Vice President of Administrative Services	Luz Garcia Executive Assistant	Steven J. Holwerda, CFA Chief Operating Officer, Principal
Becky Horvat Controller	George W. Hosfield, CFA Chief Investment Officer, Principal	Brad H. Houle, CFA Senior Vice President	Kathi C. Kimes Front Office Coordinator
Mark J. Kralj Principal	Deidra M. Krys-Rusoff Portfolio Manager	Helena B. Lankton Senior Vice President	Chad A. Long Information Technology Manager
Julie L. Mark Executive Assistant	Ginny Marsh Executive Assistant	Tracie L. Maslen Executive Assistant	Natalie E. Miller Marketing and Communications Manager
Shawn M. Narancich, CFA Vice President of Research	Jason D. Norris, CFA Senior Vice President of Research	Donald L. Rainer Senior Vice President	James H. Rudd Chief Executive Officer, Principal
Lynelle I. Tarter Marketing and Sales Assistant	Patricia J. Van Dyke Audit Administrator	Jeanene M. Wine Audit Administrator	Amy L. Woods Executive Assistant
Kerrie D. Young, IACCP Chief Compliance Officer