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Joe Herrle, CFA

Joe Herrle, CFA, CAIA

Vice President
Alternative Assets and Portfolio Management

Joe Herrle, CFA, CAIA, joined Ferguson Wellman in 2021 and serves as vice president of alternative asset research and portfolio management. He is also 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
All You Can Eat: Data Deluge Edition

This week delivered an unprecedented convergence of critical market-moving events that tested investors' ability to parse signal from noise.

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Inflation Data Defies Predictions

For four consecutive months, economists have predicted that U.S. inflation would surge, largely due to President Trump's trade policies and the anticipated economic impact of his tariffs.

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Tariffs Today: A Compendium

Tariffs have long been used globally to support local industries by incentivizing citizens to purchase domestically made products. At the turn of the 20th century, tariffs were the primary source of tax revenue for many nations. Today, funding comes from income, payroll and corporate taxes. In the U.S., tariffs accounted for approximately 90% of federal income until the Civil War. After World War II, tariffs fell out of favor in developed economies because they often led to reduced trade, higher prices and retaliation from abroad.

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