Jason Norris, CFA

Jason Norris, CFA

Executive Vice President
Research and Portfolio Management

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Jason Norris, CFA joined the firm in 2001 and is a member of the equity team. He manages the firm’s Dividend Value strategy, is the risk manager for the Core Equity strategy and is a member of the firm’s Global Sustainable Investing strategy team. Furthermore, he is responsible for managing the global technology and healthcare sectors. As a portfolio manager, Norris serves clients with concentrations in Portland, Boise, Spokane and Twin Falls. He is also responsible for voting our clients’ proxies. He is a frequent guest blogger for Oregon Business Magazine as well as a regular participant in “Baron’s Big Money Poll.”

Prior to joining Ferguson Wellman, Norris was an equity analyst with Morgan Stanley Investment Management in New York City. He focused primarily on the technology and telecommunications sectors for the Morgan Stanley Market Leader Trust Fund and the Morgan Stanley Information Fund. Norris received his B.B.A. in economics from Boise State University. He continued his education earning an M.B.A. in finance from the University of Notre Dame where he also served as an investment research assistant.

Norris is a member of the board, treasurer, investment committee member and regular classroom volunteer for Junior Achievement. Norris enjoys traveling with his wife and daughters in his spare time.