Ayotte Promoted to Senior Vice President

nathan ayotte, ferguson wellmanFerguson Wellman Capital Management is pleased to announce that Nathan Ayotte, CFP® , has accepted an invitation from the board of directors to purchase additional shares in the firm. In this process, he was also promoted to Senior Vice President.

“When Nathan joined us, he brought experience in business management, as well as proven skills in wealth management and client service,” says Steve Holwerda, CFA, principal and chief operating officer. “Both our clients and our firm have benefitted from his contributions over the past five years.”

Ayotte joined the firm in 2008 and is a member of the investment team and wealth management committee. He has helped develop wealth management resources for clients and has been involved with the creation of Ferguson Wellman’s new division, West Bearing Investments. Ayotte is also the firm’s first Certified Financial Planner®.

Ayotte is a member of both the Chartered Financial Analysts Society and the Financial Planning Association of Portland. He currently serves as a board member of Doernbecher Children's Hospital Foundation at Oregon Health & Science University and as a board member of the Ainsworth Foundation.