Nathan Ayotte, CFP®
Principal | Shareholder
CFP, Wealth Management, Portfolio Management
Nathan Ayotte, CFP®, is a principal at Ferguson Wellman based in Portland, Oregon, with more than 20 years of experience in financial services. He joined the firm in 2008 and works with individual and institutional clients primarily located in Oregon, Washington and California.
As a member of the firm’s management team, Nathan oversees the staff, technology and operations departments. He is also a member of the wealth management team, serving as a resource for wealth planning and investment management, and is a shareholder of the firm. As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), he adheres to a disciplined approach and process to fully understand his clients’ goals and provide the best financial counsel.
Prior to joining Ferguson Wellman, Nathan worked as a manager at Scottrade’s Park Avenue office in New York City and as an equity trader at Bidwell & Company in Portland, Oregon.
Education and Designations:
- CFP® (Certified Financial Planner®)
- Bachelor of Science in Psychology, University of Oregon
Community Engagement:
- Past President, Multnomah Athletic Club
- Past Board Member, Doernbecher Children’s Hospital.
- Member, CFA Society Portland
Awards:
- 40 Under 40, Portland Business Journal