About

Overview

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West Bearing

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OCTAVIA GROUP • WEST BEARING • CLIENT LOGIN

About

Overview

Team

History

Culture

West Bearing

Services

Investments

Wealth Management

Private Family Office

Institutional Services

Client Education

Resources

Annual Reports

Publications

Blog

Webinars

Glossary

Contact

Hours

Careers

Emilie Ma

January 8, 2025

Operations/Info Systems

Kayleen Shen

Emilie Ma

January 8, 2025

Operations/Info Systems

Kayleen Shen
Investment Operations Associate

Tagged: S, M-Z

Emilie Ma

January 8, 2025

Administrative Team

Abby Stutzman

Emilie Ma

January 8, 2025

Administrative Team

Abby Stutzman
Lead Client Relationship Associate

Tagged: S, M-Z

ABOUT

Team
Culture
Company
History
Regulatory Filings and Disclosures
Website Design

SERVICES

Investments
Wealth Management
West Bearing
Octavia Group
Institutional Services
Client Education

Strategies

Equities
Fixed Income
Global Sustainable Investing
Alternatives

RESOURCES

Annual Reports
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Publications
Glossary
Webinars

Communications

To Coin a Phrase Blog
Weekly Market Makers
Our Investment Views
Wealth Management Insights
News Worth Noting
Resources Worth Routing

Contact

Hours
Locations
Careers

Main
(503) 226-1444

Puget Sound
(425) 658-0731

West Bearing
(503)417-1444

Toll-Free
(800) 327-5765

Fax
(503) 226-3647

Email
info@fergwell.com

Main Office
888 Southwest Fifth Avenue, Suite 1200
Portland, Oregon 97204

Puget Sound
500 108th Avenue NE, Suite 950
Bellevue, Washington 98004

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