Mary E. Lago, CFP®, CTFA
Executive Vice President
Mary Lago is a member of Ferguson Wellman’s investment team and wealth management committee. She is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and portfolio manager with individual and institutional clients concentrated in Portland, Medford, Seattle and Vancouver.
As a certified trust and financial advisor with over 20 years of wealth management experience, Lago is a valued resource for individual and multi-generational family clients regarding investment, planning, and trust/estate matters. She also advises charitable organizations on endowment management and planned giving techniques.
Prior to joining the firm in 2015, Lago worked as a vice president and Oregon region manager for Washington Trust Bank in its wealth management and advisory services division. Lago previously worked for Union Bank and First Republic Bank in their private bank and trust divisions. She received her B.S. in business administration from Linfield College where she graduated magna cum laude.
Lago serves on the boards of Oregon Health and Science University Foundation, the Estate Planning Council of Portland and is the immediate past chair of the Board of Trustees for Albertina Kerr Centers Foundation. She also gives her time to the investment, gift acceptance and planning committee and the community promise leadership council for Albertina Kerr Centers. Lago also serves OHSU on the gift planning council, the center for ethics steering committee, the nominating and engagement committee and stewardship committee. She was recognized in 2013 by the Portland Business Journal as one of Portland’s “Forty Under 40.” She and her husband enjoy spending time with their daughter, water sports and cooking.