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.
Ferguson Wellman Capital Management has been named by Portland Business Journal as a “Most Admired Company.” Of the 10 financial services companies listed in the top tier, Ferguson Wellman was ranked second. Over 127 companies received votes in the financial services category.
Ferguson Wellman Capital Management was recently informed that the firm was named by Financial Planning to their “Top 150 Registered Investment Advisers Firms.” Specifically, the firm was named 11 on their list of “Top 20 Firms.”
Ferguson Wellman ranked 24th on Forbes’s “Top 100 RIA Firms” list. This year’s unique ranking featured wealth management firms by their growth in assets over the last ten years, as opposed to general assets under management as several other lists are organized. The data for the
The recession is in the rear view mirror, panelists told an audience of more than 300 at the Bend Chamber’s annual Economic Forecast Breakfast.
“The news delivered by our panelists was not as grim as one might have thought,” said Bend Chamber EVP of Programs and Events Robin Rogers. “The overarching forecast was, 2017 will actually be better than 2016 and, 2018 should also be a growth year.”
Central Oregon’s economic expansion has slowed, but that doesn’t mean another recession is around the corner, according to the panel at the annual Economic Forecast Breakfast, presented Thursday by the Bend Chamber of Commerce.
After the financial crisis of 2008-09, resilient investors made U.S. stocks great again. Whether lured by the hope of renewed earnings growth or a dearth of attractive alternatives, they piled into the market, pushing the major indexes to successive peaks. Based on the findings of
PORTLAND, Ore. – October 14, 2016 – Ferguson Wellman Capital Management and West Bearing Investments have been named by Portland Business Journal as a leader in corporate philanthropy in Oregon and southwest Washington.
Ferguson Wellman is pleased to announce that Michael Garcia has joined the firm as chief technology officer. He is responsible for strategic planning and implementation of all information systems and related hardware, integration of all existing and new operation systems and management of all technology vendor relationships.
Julie Cooling from Forbes’ RIA Channel, meets with Mark Kralj, principal and portfolio manager. They discuss Ferguson Wellman’s investment platform and strategy as well as why we work with individual securities.