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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

Spokane

Emilie Ma

January 24, 2025

Marketing/Business Dev.

Jim Coats

Emilie Ma

January 24, 2025

Marketing/Business Dev.

James Coats
Executive Vice President
Portfolio Management

Tagged: C, Portland, Vancouver, Spokane, Boise, Oregon, Washington, Idaho, A-F

Heidi Stanley

January 13, 2025

Investment Team

Jason Norris, CFA

Heidi Stanley

January 13, 2025

Investment Team

Jason Norris, CFA
Director
Equity Research and Portfolio Management

Tagged: N, Portland, Spokane, Boise, Oregon, Idaho, Twin Falls, M-Z

ABOUT

Team
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History
Regulatory Filings and Disclosures
Website Design

SERVICES

Investments
Wealth Management
West Bearing
Octavia Group
Institutional Services
Client Education

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Equities
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Alternatives

RESOURCES

Annual Reports
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Publications
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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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