Mary Lago, CFP, CTFA, executive vice president and portfolio manager, was honored by the Portland Business Journal as a 2018 Woman of Influence at their annual event.
Every year, Portland Business Journal recognizes a group of successful business women from across Oregon and Southwest Washington at their Women of Influence event. The winners are selected by the editorial staff from hundreds of submitted nominations that speak to the business achievements, career accomplishments and civic and community involvement of these women.
“Mary is very deserving of this award. Her experience and expertise in wealth management and trust administration has brought invaluable knowledge to our firm and our clients. In addition to her good work with our company, she is engaged in and has led efforts with several nonprofit organizations that play an integral role in our community,” said Steve Holwerda, CFA, managing director.
Nonprofits that Lago has been involved with include Albertina Kerr Centers’ Foundation, Oregon Health and Science University Foundation (OHSU) and the Estate Planning Council of Portland.
Founded in 1975, Ferguson Wellman Capital Management is a privately-owned registered investment advisory firm, established in the Pacific Northwest. As of January 1, 2018, the firm manages over $5.1 billion for more than 790 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 1, 2018).
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