Peter Jones, CFA
Executive Vice President | Shareholder
Equity Research
Investments, CFA, Portfolio Management
Peter Jones, CFA, is an executive vice president of equity research and portfolio management at Ferguson Wellman, based in Portland, Oregon. He joined the firm in 2015 and serves as an analyst and member of the firm’s investment team and Investment Policy Committee. In his role, he leads the firm’s Global Sustainable Investing strategy, manages the communication services, industrial and basic material sectors, and maintains the multifactor model used by the investment team for its equity selection process. He works with clients concentrated in Portland and throughout Washington and Oregon.
Prior to joining Ferguson Wellman, Peter worked for UBS Financial Services.
Education and Designations:
- CFA® (Chartered Financial Analyst®)
- Bachelor of Arts in Political Science, University of Portland
Community Engagement:
- Board Member, Morrison Child & Family Services
