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Joe Herrle, CFA

Joe Herrle, CFA, CAIA

Vice President
Alternative Assets

Joe Herrle, CFA, CAIA, joined Ferguson Wellman in 2021 and serves as vice president of alternative asset research and is a member of the firm’s investment team. In his role, he manages the firm’s alternative asset strategies and external manager selection. Joe also serves as co-chair of the firm’s internship program and is a shareholder of the firm.

Prior to joining Ferguson Wellman, Joe spent over a decade in San Francisco working for a family office and a multi-asset manager, where he specialized in private company valuations, manager due diligence, and alternative portfolio construction. Earlier in his career, Joe worked as an auditor, where he received a Certified Public Accountant license. Joe is a Portland native and earned his B.S. degree in accounting from the University of Portland Pamplin Business School. He serves on the board of directors for Financial Beginnings Oregon and the CFA Society of Portland.

In his free time, Joe enjoys golfing, traveling and exploring the Pacific Northwest with his wife, two sons and dogs. 

Joe’s Articles and Videos

Featured
Why Does Everything Feel So Expensive?

Last weekend, as my kids played in the park, a fellow dad struck up a conversation. During our talk, he sighed and asked, "Everything feels so expensive these days, doesn't it?" I’ve heard this sentiment frequently, from friends, family and clients who have expressed curiosity about the rising costs of everyday goods and services. While many individuals are feeling the strain on their finances, inflation measures, such as the Consumer Price Index (CPI), appear to be trending downward, showing a rosier economic picture. So why are people feeling the pinch?

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A Good Year In a Few Months: The U.S. Stock Market's Remarkable Rally

During the decade I spent in San Francisco, I had the pleasure of working with a great economist and investor from 2015 to 2019. Those years proved formative for my investing career, and I learned much from my time there. Recently, I have been reminded of an adage of his. After a short period of strong performance, he would exclaim, “We had a good year this month!”, meaning the portfolio returned what we considered a good year's worth of returns in a fraction of the time. Given the robust performance of the stock market over the last several months, I have been reminded of this saying more than a few times.  

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Unexpected Bounce: U.S. GDP Defies Gravity

Remember "2023: The Year of the Hard Landing"? That was the dreary refrain echoing through late 2022, with recession fears dominating headlines and investment strategies. Fast forward to today, and the picture couldn't be more different.

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