PORTLAND, Ore. – March 1, 2017 – Ferguson Wellman and its division, West Bearing Investments, is pleased to announce that Charissa Anderson, CFP®, has joined the firm as senior vice president and portfolio manager.
With more than 13 years of wealth management experience, Anderson came to Ferguson Wellman after working at Umpqua Private Bank as a private banker for high-net-worth individuals. Prior to Umpqua Private Bank, Anderson worked for US Trust in private wealth management. Anderson is a Portland native and graduated from Portland State University with a B.S. in psychology. She earned her Certified Financial Planner® designation and Executive Certificate in Financial Planning from the University of Portland.
“Charissa has significant experience working with wealth management and high-net-worth individuals,” said Josh Frankel, executive vice president of West Bearing Investments. “Her expertise will certainly benefit our clients and she 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 January 1, 2017, the firm manages over $4.5 billion for more than 760 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 2017).
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