PORTLAND, Ore. – February 21, 2017 – Ferguson Wellman Capital Management recently promoted three professionals, Scott Christianson, CFP®, Josh Frankel, CFP®, and Peter Jones. Christianson has been promoted to senior vice president, Frankel, has been promoted to executive vice president and Peter Jones has been promoted to vice president.
Christianson and Frankel are both portfolio managers with expertise in financial planning who serve on the firm’s wealth management committee. Both are Ferguson Wellman shareholders and continue to work with more clients throughout the region. Frankel oversees West Bearing Investments, which surpassed $150 million in assets under management in 2016. With this promotion, Jones is transitioning trading responsibilities to focus on vetting investment strategies for client suitability. Jones also manages our multifactor model for stock selection for all clients.
“Scott, Josh and Peter have all grown the positions they were in when they were first hired,” says Steve Holwerda, CFA, principal and chief operating officer. “We are a better company today because of what they have accomplished in their work.”
Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment adviser that serves over 760 clients with assets starting at $3 million. The firm works with individuals and institutions in 36 states with a concentration of those clients in the West. Ferguson Wellman manages $4.5 billion that comprises union and corporate retirement plans; endowments and foundations; and separately managed accounts for individuals and families. In 2013, West Bearing Investments was established, a division of Ferguson Wellman, that serves clients with assets starting at $750,000. All company information listed above reflects 12/31/16 data.