PORTLAND, Ore.—(Businesswire)—Ferguson Wellman Capital Management, a 50-year-old investment firm with broad employee ownership, is presenting its 2026 Outlook to clients through a 13-city tour in Western states.
Brett Norris on KOIN AM Extra
Ferguson Wellman Capital Management 2026 Outlook Themes
PORTLAND, Ore.—(Businesswire)—Ferguson Wellman Capital Management, a 50-year-old investment firm with broad employee ownership, is presenting its 2026 Outlook to clients through a 13-city tour in Western states.
Ferguson Wellman Capital Management Acquires Vancouver-Based Great Northern Asset Management, Expanding its Regional Reach
Ferguson Wellman Capital Management, an independent investment firm based in Portland, Oregon, has announced the acquisition of Great Northern Asset Management as of January 1, 2026. The Great Northern office will remain in downtown Vancouver, Washington. This will be Ferguson Wellman’s second office in Washington.
Brett Norris on KOIN Wallet Wednesday
Northwest Financial Experts Urge Homeowners to Proactively “Disaster Proof” Their Finances—Lessons Learned from Wildfire Experiences
PORTLAND, Ore.—(Businesswire)—Homeowners in areas around the U.S. continue to face the threat of natural disasters as wildfire, flood, and hurricane seasons converge in late summer and fall months. Beyond immediate safety concerns, the financial aftermath of natural disasters can be devastating.
Frankel on KOIN Wallet Wednesday
Josh Frankel, CFP®, was on KOIN AM Extra's Wallet Wednesday to share some tips on how to best teach kids about money.
Ferguson Wellman remaining in downtown Portland, moving headquarters to Fox Tower in 2026
To recognize this milestone anniversary, Ferguson Wellman is launching a new initiative to promote more financial education and literacy.
Lago on KOIN Wallet Wednesday
Mary Lago, CFP®, CTFAM was on KOIN AM Extra's Wallet Wednesday to discuss disaster preparedness and preparing your finances.
Pahlow on Koin
Our colleague Samantha Pahlow, CFTA, talked to AM Extra's Emily Burris and Travis Teich about the importance of 529 accounts on the eve of 529 Day.
Pahlow on Koin
Spring is in the air and it's also a good time to do a yearly review of your financial goals, and freshen up your financial acumen. Our colleague Samantha Pahlow, CFTA, talked to AM Extra's Emily Burris and Travis Teich about the importance of financial literacy too.
Jason Norris on KPTV
It can be stressful to watch your investments go up and down as markets fluctuate in response to economic policy changes. KPTV's Spencer Schacht sat down with our colleague Jason Norris, CFA recently to discuss investors' concerns - and how to stay the course.
Ferguson Wellman Celebrates 50 Years with a Push for Financial Literacy
To recognize this milestone anniversary, Ferguson Wellman is launching a new initiative to promote more financial education and literacy.
KXL Radio Interviews with Ferguson Wellman
Our professionals are periodically asked to weigh in on timely topics regarding the economy, capital markets and personal finance.
Lago on CNBC Closing Bell
Mary Lago, CFP, CTFA®, Ferguson Wellman’s chief wealth strategist, joins CNBC’s Closing Bell to discuss our firm's "high-net-worth playbook."
Ferguson Wellman Provides Their Top Five Investment Themes for 2025
After months of debate, President Biden chose to take the bipartisan route nominating Jerome Powell to serve a second four-year term as Federal Reserve Chairman.
Pahlow on KOIN Wallet Wednesday
Samantha Pahlow, CTFA, AWMA, was on KOIN AM Extra's Wallet Wednesday to discuss how to have a better relationship with your money in 2025.
Ferguson Wellman and West Bearing Recognized at 2024 Corporate Philanthropy Awards
Ferguson Wellman Capital Management and West Bearing Investments have been named by Portland Business Journal as a leader in corporate philanthropy in Oregon and southwest Washington.
Houle on KOIN Wallet Wednesday
Ferguson Wellman Shareholders Elect Frankel and Norris to the Board
Josh Frankel, CFP®, and Jason Norris, CFA, were selected at Ferguson Wellman’s recent shareholder meeting to serve on the board of directors.









