Matt Kish, banking and finance reporter for Portland Business Journal, spent some time with us in recent weeks to learn more about our fourth ownership transition process that began the end of 2017. We also had the opportunity to share with Matt that Ralph Cole, CFA, joined our board of directors this year. On June 30, Mark Kralj became director emeritus and we are delighted that he will continue to be involved with our firm for the next year until his retirement.
Investment advisers offer positive outlook to Central Oregon clients A Portland-based investment manager reassured high-net-worth clients in Bend on Tuesday evening that good times will continue this year, but the audience met that outlook with skepticism and questions.
Haunted by Black Monday, Wall Street in Record Territory
Tim Duy was a freshman in an introductory course in economics at the University of Puget Sound. Jon Wolf had just broken loose from a big investment firm to join an upstart, independent firm in Anchorage, Alaska. Dean Dordevic was in asset management with Kidder Peabody on Wall Street.
A White House in Turmoil, The Fed Shifting Policy: Treasuries Are Actually Calm About It
For all the turmoil roiling Washington, D.C. from the Federal Reserve to the White House, and Treasury bonds, typically a go-to segment of the financial markets when you’re looking for a pessimistic take on the day’s affairs, appear unusually placid.
Ferguson Wellman Capital Management has been named by Financial Advisor magazine as a top investment company. Financial Advisor named Ferguson Wellman 55 out of 214 U.S. firms in the $1 billion-and-over asset category of their registered investment adviser (RIA) rankings. Ferguson Wellman is the highest-ranked firm headquartered in Oregon. The listing is created by tracking independent investment firms registered with the SEC and ranks companies according to their assets under management as reported in their ADV forms. All firms must provide financial planning services to individual clients in order to be considered for the list.
Ferguson Wellman Capital Management recently promoted three professionals, Scott Christianson, CFP®, Josh Frankel, CFP®, and Peter Jones. Christianson has been promoted to senior vice president, Frankel, has been promoted to executive vice president and Peter Jones has been promoted to vice president.