Nate Putnam, CFP®
Senior Vice President | Shareholder
CFP, Wealth Management, West Bearing, Portfolio Management
Nate Putnam, CFP®, is a senior vice president of portfolio and wealth management at West Bearing Investments, a division of Ferguson Wellman, based in Portland, Oregon. He joined the firm in 2021 and works with individual and institutional clients concentrated in Oregon and Washington. Nate is also a member of the firm’s wealth management team.
Prior to joining West Bearing, Nate worked as an advisor for TIAA serving clients throughout Oregon, Washington, Idaho, and California.
Education and Designations:
- CERTIFIED FINANCIAL PLANNER® professional
- Bachelor of Science in International Business, University of Denver
Community Engagement:
- Associate Board Chair, Boys & Girls Clubs of Portland Metropolitan Area
