Brad Houle, CFA, CEPA
Head of Fixed Income | Shareholder
Principal
Investments, CFA, Portfolio Management
Brad Houle is the head of fixed income at Ferguson Wellman, based in Portland, Oregon. Brad joined the firm in 2012, and is a portfolio manager, principal shareholder and member of our Investment Policy Committee. In his role, he works with individual and institutional clients concentrated in Portland and Seattle, and manages the firm’s real estate investment strategy and the consumer staples sector internationally.
Prior to joining the firm, he spent 17 years with Davidson Investment Advisors as co-portfolio manager for their equity income and intermediate-term fixed income strategies.
Education and Designations:
- CFA® (Chartered Financial Analyst®)
- CEPA® (Certified Exit Planning Advisor®)
- Bachelor of Arts in Finance, University of Montana
- Master of Business Administration in Finance, University of Oregon
Community Engagement:
- Board Member, Legacy Good Samaritan Foundation
- Board Member, Oregon Symphony.
- Past Board Member, Children’s Institute
- Past Board Member, American Red Cross Cascades Region
