Community
Strengthening our communities through partnerships, service and shared purpose.
A Trusted Partner in the Pacific Northwest Community
Ferguson Wellman has long been a part of the Pacific Northwest community, with roots that reflect the region's values of independence, stewardship and thoughtful growth. We have built lasting relationships with individuals, families and institutions that contribute not only to their financial well-being but also to the broader civic and philanthropic landscape.
Andreis Kennedy and Tami Oglesby
Our Involvement
We work with over 60 nonprofit clients, providing investment management and institutional support.
We believe community involvement strengthens both our culture and client experience.
Our team serves on 50+ nonprofit boards and committees, helping us better understand client needs, support their missions and gain fresh perspectives from leaders across industries.
Boards and committees of the following nonprofits:
American Red Cross Cascades Region
Arlington Club
Big Brothers Big Sisters
Boys and Girls Clubs of Portland Metropolitan Area
Cascade Pacific Council of the Boy Scouts
CFA Society of Portland
Children’s Institute
Doernbecher Children’s Hospital Foundation
Dream Factory of Oregon
Estate Planning Council of Portland
Feral Cat Coalition of Oregon
Financial Beginnings Oregon
Financial Beginnings USA
Financial Planning Association of Oregon & Southwest Washington
First Tee - Oregon
Friends of the Children
High Desert Museum
Junior Achievement
KidsQuest Children’s Museum
Legacy Good Samaritan Hospital Foundation
Linfield University
Lone Fir Cemetery Foundation
Meals on Wheels People and Loaves & Fishes Centers
Meridian Park Medical Foundation
Morrison Child & Family Services
Multnomah Athletic Club
New Avenues for Youth
Oregon Business Academy
Oregon Coast Aquarium
Oregon Health & Science University
Oregon Health & Science University Foundation
Oregon Historical Society
Oregon Jewish Community Foundation
Oregon State University
Oregon Wildlife Foundation
Oregon Zoo Foundation
Phi Delta Theta Oregon Alpha Chapter Foundation
Portland Art Museum
Portland Business Journal Leadership Council
Portland Festival of Trees
Portland Japanese Garden
Portland Metropolitan Chamber of Commerce
Portland State University Foundation
Randall Children’s Hospital Foundation
River View Cemetery
Security Traders Association
The Dougy Center
Thomas Edison High School
University of Oregon Governing Board
University of Oregon Portland Council
Waverley Country Club
As of March 31, 2026
Casia Chappell and Jake Gradwohl
Financial Education
DollarSense is Ferguson Wellman’s client education program, designed to build financial confidence through self-paced, microlearning. It offers three focused tracks: Investing Essentials, Money Matters, and Institutional Investing for Nonprofits.
To learn more, click here.
Kendra Pelofske and Samantha Hathhorn
Our Impact
Ferguson Wellman has long been committed to making a meaningful impact in the communities it serves through philanthropy, volunteerism and civic engagement.
By supporting local nonprofits, educational initiatives, arts organizations and community programs, the firm and its employees strive to strengthen quality of life throughout the Pacific Northwest.
This commitment reflects Ferguson Wellman’s belief that responsible stewardship extends beyond financial management to creating lasting, positive change for individuals, families and communities.
Nate Putnam and Tara Kinateder
Investing in Your Future Day
Building on Ferguson Wellman’s commitment to financial education and community engagement, Investing in Your Future Day introduces high school and college students to the many career paths within the investment industry.
Through presentations from team members across the firm and hands-on networking opportunities, students gain valuable insight into the skills, collaboration and decision-making that drive long-term success at Ferguson Wellman and throughout the financial services profession.
