Mary Lago, CFP®, CTFA

Mary Lago, CFP®, CTFA, is chief wealth strategist at Ferguson Wellman, based in Portland, Oregon. She joined the firm in 2015 and is a principal shareholder of the firm. As a portfolio manager with over 25 years of wealth management experience, Mary is a valued resource for individual and multigenerational family clients regarding investment, planning, philanthropic strategies and trust/estate matters. She also advises charitable organizations on endowment management and planned giving techniques. Recently appearing on CNBC Closing Bell, and Yahoo! Finance, Mary is a frequent presenter on topics related to multigenerational wealth, investing and philanthropy.

Prior to joining the firm, she worked as a vice president and Oregon region manager for Washington Trust Bank in its wealth management and advisory services division. Mary previously worked for Union Bank and First Republic Bank in their private bank and trust divisions.

Education and Designations:

• CERTIFIED FINANCIAL PLANNER® professional
• CTFA (Certified Trust and Fiduciary Advisor)
• Bachelor of Science in Business Administration, Linfield University

Community Engagement:

• Board Member, Doernbecher Children’s Hospital
• Board Member, Linfield University](https://www.linfield.edu/)
• Council Member, Harold Schnitzer Diabetes Health Center
• Past President, Estate Planning Council of Portland,
• Past Chair, Albertina Kerr Centers Foundation
• Past Board Member, OHSU Foundation

Awards:

• Joyce Manougian Lifetime Achievement Award, Albertina Kerr Centers
• 40 Under 40, Portland Business Journal
• Women of Influence, Portland Business Journal