PORTLAND, Ore. – December 10, 2015 – Ferguson Wellman is pleased to announce that Mary Lago, CTFA, has joined the firm as executive vice president and a member of the firm’s wealth management committee.
With more than 15 years of experience in the financial industry, Lago came to Ferguson Wellman after working at Washington Trust Bank as vice president and regional manager for wealth management and trust services. At Washington Trust and at previous employers, she worked in personal trust administration and trust management. She began her career in the 1990s in Silicon Valley during the technology boom, later establishing the trust company at First Republic Bank. Lago has expertise on the topics of charitable planning in a low interest rate environment, selecting a trustee, establishing investment policy guidelines, managing cash flow and charitable giving components on installment sales and assisting clients with multi-generational wealth transfers. She is a frequent speaker for the Oregon State Bar and other organizations on the topic of estate and trust planning. Lago is a certified trust and financial adviser and graduated from Linfield College with a B.S. in business administration.
“Mary has significant experience working with investment management and trust services,” said Steve Holwerda, CFA, chief operating officer and principal at Ferguson Wellman. “She is a proven leader and shares our core values. We are looking forward to her joining our team, serving clients and focusing on company growth.”
Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment advisory firm, established in the Pacific Northwest. As of 2015, the firm manages over $4 billion for more than 700 clients that include individuals and families; Taft-Hartley and corporate retirement plans; and endowments and foundations with portfolios of $3 million or more. West Bearing Investments, a division of Ferguson Wellman, serves clients with assets starting at $750,000. (data as of January 2015).
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