Steven J. Holwerda, CFA

Steven J. Holwerda, CFA

Chief Operating Officer, Principal

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Steve Holwerda, CFA, joined the firm in 1989 and serves both as principal and Ferguson Wellman’s chief operating officer. Holwerda is a portfolio manager with clients concentrated in Portland, Vancouver, Eugene and Medford. He is also a principal of the firm.

Prior to joining Ferguson Wellman, Holwerda was a regional director for the University of Oregon athletic department and a national director for the NCAA Volunteers for Youth. Raised in South Dakota, Holwerda earned his B.S. in economics from South Dakota State University and an M.B.A. from the University of Oregon. He is a member and past president of the Chartered Financial Analysts Society of Portland.

Holwerda serves as the treasurer and a trustee of Pioneer Courthouse Square and a board member of the Portland Golf Club. He is past trustee and past board chair of the University of Oregon Foundation. He is also past chair of Portland Business Alliance, Young Presidents’ Organization (YPO) Oregon Chapter, Boys and Girls Clubs of Portland, Lake Oswego Schools Foundation and Elevate Oregon. Steve grew up in South Dakota but has been an Oregonian since 1985. He and his wife, Kasey, live in Lake Oswego and have three grown children. He enjoys college athletics, golf, hunting and collecting antique mechanical banks.