Josh Frankel, CFP®
Executive Vice President
West Bearing Investments
Josh Frankel, CFP®, is executive vice president for West Bearing Investments, a division of Ferguson Wellman. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and portfolio manager with individual and institutional clients concentrated in Portland, Vancouver, Eugene, Bend, Medford, Spokane and in California. Frankel possesses a range of professional experiences that enable him to provide a high level of client service and guidance on investment management and planning. As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Frankel follows a disciplined process to fully understand his clients’ goals to provide the best possible investment counsel.
Prior to joining West Bearing, Frankel worked as a financial advisor and retirement planning specialist for Merrill Lynch. He also gained experience in marketing and business development through his work at General Motors R*Works and EJ Gallo Winery after college. He earned his M.B.A. and B.S. degrees from the University of Oregon. While completing his undergraduate degree, he played football for the Ducks from 1996-2000.
Frankel currently serves as board member and past chair for the Oregon Club of Portland, as a board member of New Avenues for Youth, as a board member of the Oregon Jewish Community Foundation and serves on the executive committee for the Oregon Jewish Community Center. Frankel is past chair of Greater Portland Hillel. In 2017, he was recognized by the Portland Business Journal as one of Portland’s “Forty Under 40.” He lives in Southwest Portland with his wife, Amy, and their three children. Frankel enjoys running, mountain biking, and golf in his spare time.