Mary Lago, CFP®, CTFA
Chief Wealth Strategist
Principal
Mary Lago, CFP®, CTFA, joined Ferguson Wellman in 2015 and is chief wealth strategist and principal shareholder of the firm. She is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and adheres to a disciplined approach and process to fully understand her clients’ goals and then provide thoughtful and strategic financial and investment counsel. Mary is also a Certified Trust and Fiduciary Advisor (CTFA) with an extensive background in trust administration and asset protection. As a portfolio manager with over 25 years of wealth management experience, Mary is a valued resource for individual and multigenerational family clients regarding investment, planning, philanthropic strategies and trust/estate matters. She also advises charitable organizations on endowment management and planned giving techniques.
Prior to joining the firm, she worked as a vice president and Oregon region manager for Washington Trust Bank in its wealth management and advisory services division. Mary 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 University where she graduated Magna Cum Laude.
Mary is actively involved in the community, currently serving on the boards of Doernbecher Children’s Hospital and Linfield University. She also chairs the gift planning council for OHSU Foundation. She has previously held numerous leadership roles including president of the Estate Planning Council of Portland, chair of Albertina Kerr Centers Foundation and trustee at OHSU Foundation.
Recently appearing on CNBC Closing Bell, and Yahoo! Finance, Mary is a frequent presenter on topics related to multigenerational wealth, investing and philanthropy. She has been recognized for her professional contributions, including being named by Portland Business Journal as one of Portland’s “Forty Under 40” and “Woman of Influence.” In 2019, Mary received the Joyce Manougian Lifetime Achievement Award from Albertina Kerr Centers.
In her free time, Mary and her husband enjoy spending time with their daughter, water sports and cooking.