Jason Norris, CFA
Director | Shareholder
Equity Research
Board of Directors, Investments, CFA, Portfolio Management
Jason Norris, CFA, is a director at Ferguson Wellman, based in Portland, Oregon. He joined the firm in 2001, and is a member of the investment team and the firm’s Investment Policy Committee. As an analyst, he manages the firm’s Dividend Value strategy, is the risk manager for the Core Equity strategy and is a member of the firm’s Global Sustainable Investing strategy team. He is also responsible for managing the global technology and healthcare sectors. As a portfolio manager, Jason serves clients with concentrations in Portland, Boise and Twin Falls. He is a frequent guest contributor on Idaho Matters, which airs on KBSX in Boise. Jason is also a principal shareholder of the firm.
Prior to joining Ferguson Wellman in 2001, Jason was an equity analyst with Morgan Stanley Investment Management in New York City. He focused primarily on the technology and telecommunications sectors for the Morgan Stanley Market Leader Trust Fund and the Morgan Stanley Information Fund.
Education and Designations:
- CFA® (Chartered Financial Analyst)
- Bachelor of Business Administration in Economics, Boise State university
- Master of Business Administration in Finance, University of Notre Dame
Community Engagement:
- Board Member and Finance Committee Member, Medical Teams International
- Past Board Chair and Volunteer, Junior Achievement
