Ferguson Wellman Capital Management
Description
Located in: Pioneer PlaceAddress: 888 SW 5th Ave, Portland, OR 97204 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (503) 226-1444: Category: : : : : Place name: Website: : Website: http://www.fergusonwellman.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Ferguson Wellman Capital Management Co. Posting publicly on the Web Write a review Reviews 1 Google review
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Ferguson Wellman Capital Management Employees
Employee
Years
Job
Industry
Helena Lankton Helena Lankton's Ferguson Wellman Capital Management Experience June 2005 - Present
Job Executive Vice President at Ferguson Wellman Capital Management
Industry Investment Management
Experience
Ferguson Wellman Capital Management June 2005 - Present
Badgley Phelps Investment Managers 1997 - 2005
Alex. Brown and Sons, Inc. 1989 - 1997
Skills
Asset Management, Investments, Equities, Portfolio Management, Wealth Management, Investment Strategies, Asset Managment, Asset Allocation, Corporate Governance, Customer Service
Education
Stanford University 1969 — 1972
Bachelor of Science, Economics
Annie Wright School
Ferguson Wellman Capital Management June 2005 - Present
Badgley Phelps Investment Managers 1997 - 2005
Alex. Brown and Sons, Inc. 1989 - 1997
Skills
Asset Management, Investments, Equities, Portfolio Management, Wealth Management, Investment Strategies, Asset Managment, Asset Allocation, Corporate Governance, Customer Service
Education
Stanford University 1969 — 1972
Bachelor of Science, Economics
Annie Wright School
Lauren Krygier Lauren Krygier's Ferguson Wellman Capital Management Experience November 2013 - Present
Job Executive Associate at Ferguson Wellman Capital Management
Industry Financial Services
Experience
Ferguson Wellman Capital Management November 2013 - Present
The Mutual Fund Store September 2006 - October 2013
Manheim 2004 - September 2006
Destination Bride 2003 - 2004
Portland Auto Auction January 2002 - January 2003
North Creek Analytical March 2001 - January 2002
Skills
Microsoft Office, Highly detail oriented, Coordinating Events, High Level Of Accuracy, Deadline Driven, Priority Management, Self-starter, ACT!, Administrative..., Superior Client Service, Office Management, Graphic Design, Financial Reporting, Expenses, Purchasing, Presentation Folders, Adobe Creative Suite, Microsoft CRM, Reynolds & Reynolds, Data Reconciliation, Operational Efficiency, Adaptability, High Sense Of Urgency, Volunteering, Typing, Receptionist Duties, Database Administration, Data Entry, Written Correspondence, Spreadsheets, Websites, Flexibility, Resourceful..., Organizational..., Discretion, Self Management, File Systems, Appointment Scheduling, Calendaring, Non-profits, Improvisation, Outstanding..., Exceptional Listener, Work Well Independently, Teamwork
Education
Portland Community College 1998 — 2013
AA, General Studies
Marylhurst University 2011 — 2012
Humanities/Humanistic Studies
The Art Institute of Portland 2004 — 2005
Apparel Design
Ferguson Wellman Capital Management November 2013 - Present
The Mutual Fund Store September 2006 - October 2013
Manheim 2004 - September 2006
Destination Bride 2003 - 2004
Portland Auto Auction January 2002 - January 2003
North Creek Analytical March 2001 - January 2002
Skills
Microsoft Office, Highly detail oriented, Coordinating Events, High Level Of Accuracy, Deadline Driven, Priority Management, Self-starter, ACT!, Administrative..., Superior Client Service, Office Management, Graphic Design, Financial Reporting, Expenses, Purchasing, Presentation Folders, Adobe Creative Suite, Microsoft CRM, Reynolds & Reynolds, Data Reconciliation, Operational Efficiency, Adaptability, High Sense Of Urgency, Volunteering, Typing, Receptionist Duties, Database Administration, Data Entry, Written Correspondence, Spreadsheets, Websites, Flexibility, Resourceful..., Organizational..., Discretion, Self Management, File Systems, Appointment Scheduling, Calendaring, Non-profits, Improvisation, Outstanding..., Exceptional Listener, Work Well Independently, Teamwork
Education
Portland Community College 1998 — 2013
AA, General Studies
Marylhurst University 2011 — 2012
Humanities/Humanistic Studies
The Art Institute of Portland 2004 — 2005
Apparel Design
Lyndsi Fink Lyndsi Fink's Ferguson Wellman Capital Management Experience July 2014 - Present
Job Investment Associate at Ferguson Wellman Capital Management
Industry Investment Management
Experience
Ferguson Wellman Capital Management July 2014 - Present
Thirsty Lion November 2013 - July 2014
Ferguson Wellman Capital Management September 2013 - July 2014
The Duck Store September 2012 - January 2013
Skills
Data Analysis, Customer Service, Microsoft Word, Critical Thinking, PowerPoint, Matlab, Mathematical Analysis, Marketing, Statistical Data..., Analysis, Microsoft Excel, Event Planning, Mathematical Programming, Computer Proficiency, Microsoft Dynamics, Backtesting, Barra Aegis, Photoshop, CRM Integration, FactSet
Education
University of Oregon 2009 — 2013
Bachelor of Science, Applied Mathematics, Graduate
Ferguson Wellman Capital Management July 2014 - Present
Thirsty Lion November 2013 - July 2014
Ferguson Wellman Capital Management September 2013 - July 2014
The Duck Store September 2012 - January 2013
Skills
Data Analysis, Customer Service, Microsoft Word, Critical Thinking, PowerPoint, Matlab, Mathematical Analysis, Marketing, Statistical Data..., Analysis, Microsoft Excel, Event Planning, Mathematical Programming, Computer Proficiency, Microsoft Dynamics, Backtesting, Barra Aegis, Photoshop, CRM Integration, FactSet
Education
University of Oregon 2009 — 2013
Bachelor of Science, Applied Mathematics, Graduate
Beth Brown Craven Beth Brown Craven's Ferguson Wellman Capital Management Experience March 2012 - Present
Job Executive Associate at Ferguson Wellman Capital Management
Industry Investment Management
Experience
Ferguson Wellman Capital Management March 2012 - Present
Brown/Armstrong Financial Services May 2010 - April 2014
Northwest Investment Counselors September 2005 - March 2012
Brown/Armstrong & Co. January 2003 - April 2005
CCI November 1988 - May 1996
Skills
AXYS, Microsoft Office, Customer Service
Education
Santa Clara University 1979 — 1983
Bachelor of Science, History
Ferguson Wellman Capital Management March 2012 - Present
Brown/Armstrong Financial Services May 2010 - April 2014
Northwest Investment Counselors September 2005 - March 2012
Brown/Armstrong & Co. January 2003 - April 2005
CCI November 1988 - May 1996
Skills
AXYS, Microsoft Office, Customer Service
Education
Santa Clara University 1979 — 1983
Bachelor of Science, History
Lynelle Tarter Lynelle Tarter's Ferguson Wellman Capital Management Experience February 2013 - March 2015
Job Administrative Assistant at Western Wood Products Association
Industry Information Technology and Services
Experience
Western Wood Products Association May 2015 - Present
ObaKNITS December 2010 - Present
Westminster Presbyterian Church January 2003 - Present
Ferguson Wellman Capital Management February 2013 - March 2015
Ferguson Wellman Capital Management April 2007 - January 2013
Mill End Store January 2005 - April 2007
Aitchison & Vick, Inc. August 2003 - December 2004
Skills
Editing, Salentica CRM, Microsoft Office, Nonprofits, 10 Key, Adobe Creative Suite, InDesign, MailChimp, WordPress, Microsoft Excel, PowerPoint, Microsoft Word, Vocal, Music, Customer Service, Axys, Drupal
Education
Lewis and Clark College 1999 — 2003
Bachelor of Arts, Chemistry
Western Wood Products Association May 2015 - Present
ObaKNITS December 2010 - Present
Westminster Presbyterian Church January 2003 - Present
Ferguson Wellman Capital Management February 2013 - March 2015
Ferguson Wellman Capital Management April 2007 - January 2013
Mill End Store January 2005 - April 2007
Aitchison & Vick, Inc. August 2003 - December 2004
Skills
Editing, Salentica CRM, Microsoft Office, Nonprofits, 10 Key, Adobe Creative Suite, InDesign, MailChimp, WordPress, Microsoft Excel, PowerPoint, Microsoft Word, Vocal, Music, Customer Service, Axys, Drupal
Education
Lewis and Clark College 1999 — 2003
Bachelor of Arts, Chemistry
Timothy Carkin, CAIA, CMT Timothy Carkin, CAIA, CMT's Ferguson Wellman Capital Management Experience November 2003 - Present
Job Senior Vice President | Equity Trading and Alternative Assets at Ferguson Wellman Capital Management
Industry Investment Management
Experience
Ferguson Wellman Capital Management November 2003 - Present
Education
University of Oregon 2013 — 2015
Master of Business Administration (MBA)
Portland State University - School of Business 1998 — 2002
Bachelor of Science, Business Administration - Finance
Ferguson Wellman Capital Management November 2003 - Present
Education
University of Oregon 2013 — 2015
Master of Business Administration (MBA)
Portland State University - School of Business 1998 — 2002
Bachelor of Science, Business Administration - Finance
Scott Christianson Scott Christianson's Ferguson Wellman Capital Management Experience June 2008 - Present
Job Vice President at Ferguson Wellman Capital Management
Industry Investment Management
Experience
Ferguson Wellman Capital Management June 2008 - Present
Education
Oregon State University 2003 — 2008
Bachelor's Degree, Finance and Management Information Systems
Texas A&M University 2012 — 2012
Financial Planning Certificate Program, Financial Planning and Services
Ferguson Wellman Capital Management June 2008 - Present
Education
Oregon State University 2003 — 2008
Bachelor's Degree, Finance and Management Information Systems
Texas A&M University 2012 — 2012
Financial Planning Certificate Program, Financial Planning and Services
Lori Flexer Lori Flexer's Ferguson Wellman Capital Management Experience 1999 - Present
Job Executive Vice President, Portfolio and Wealth Management at Ferguson Wellman Capital Management
Industry Investment Management
Experience
Ferguson Wellman Capital Management 1999 - Present
Education
University of Puget Sound 1976 — 1980
Bachelor of Arts, Marketing and International Business
Ferguson Wellman Capital Management 1999 - Present
Education
University of Puget Sound 1976 — 1980
Bachelor of Arts, Marketing and International Business
Nathan M. Ayotte Nathan M. Ayotte's Ferguson Wellman Capital Management Experience July 2013 - Present
Job Executive Vice President at Ferguson Wellman Capital Management
Industry Investment Management
Experience
Ferguson Wellman Capital Management July 2013 - Present
Ferguson Wellman Capital Management 2008 - July 2013
Scottrade 2004 - 2008
Bidwell & Company 2000 - 2004
Education
University of Oregon 1991 — 1995
Bachelor of Science
Ferguson Wellman Capital Management July 2013 - Present
Ferguson Wellman Capital Management 2008 - July 2013
Scottrade 2004 - 2008
Bidwell & Company 2000 - 2004
Education
University of Oregon 1991 — 1995
Bachelor of Science
Carolyn Pile Carolyn Pile's Ferguson Wellman Capital Management Experience February 2002 - May 2004
Job Portfolio Manager at Highland
Industry Investment Management
Experience
Highland July 2013 - Present
Pacific Portfolio March 2012 - July 2013
Mercer July 2010 - February 2012
Rigel Capital August 2006 - May 2010
Ferguson Wellman Capital Management February 2002 - May 2004
Prudential Securities January 2000 - February 2002
Arnerich Massena & Associates February 1999 - December 1999
Skills
Equities, Fixed Income, Portfolio Management, Investments, Asset Allocation, Valuation, Bloomberg, Securities, Investment Management, Due Diligence, Trading, Investment Strategies, Asset Managment, Wealth Management, Alternative Investments, Mutual Funds, Investment Advisory, Series 7, Hedge Funds, Financial Analysis, Factset, WONDA, eVestment, Barra Aegis, Series 63, 401k, Equity Research
Education
University of California, Irvine 2004 — 2006
Master of Business Administration, Finance
University of Oregon 1993 — 1997
Bachelor of Arts, Psychology
Highland July 2013 - Present
Pacific Portfolio March 2012 - July 2013
Mercer July 2010 - February 2012
Rigel Capital August 2006 - May 2010
Ferguson Wellman Capital Management February 2002 - May 2004
Prudential Securities January 2000 - February 2002
Arnerich Massena & Associates February 1999 - December 1999
Skills
Equities, Fixed Income, Portfolio Management, Investments, Asset Allocation, Valuation, Bloomberg, Securities, Investment Management, Due Diligence, Trading, Investment Strategies, Asset Managment, Wealth Management, Alternative Investments, Mutual Funds, Investment Advisory, Series 7, Hedge Funds, Financial Analysis, Factset, WONDA, eVestment, Barra Aegis, Series 63, 401k, Equity Research
Education
University of California, Irvine 2004 — 2006
Master of Business Administration, Finance
University of Oregon 1993 — 1997
Bachelor of Arts, Psychology
Michael Knebel Michael Knebel's Ferguson Wellman Capital Management Experience March 1999 - Present
Job Senior Vice President at Ferguson Wellman Capital Management
Industry Investment Management
Experience
Ferguson Wellman Capital Management March 1999 - Present
Education
University of Minnesota-Twin Cities 1981 — 1983
Master of Business Administration, Finance
University of Nebraska at Omaha 1971 — 1975
Bachelor of Science, Business Administration, Management
Ferguson Wellman Capital Management March 1999 - Present
Education
University of Minnesota-Twin Cities 1981 — 1983
Master of Business Administration, Finance
University of Nebraska at Omaha 1971 — 1975
Bachelor of Science, Business Administration, Management
Shawn Swagerty Shawn Swagerty's Ferguson Wellman Capital Management Experience August 1997 - March 2013
Job Independent IT Consultant
Industry Information Technology and Services
Experience
Shawn Swagerty November 2013 - Present
Friendly House, Inc. October 2013 - February 2014
Ferguson Wellman Capital Management August 1997 - March 2013
Fish Passage Center August 1996 - August 1997
Columbia Basin Fish and Wildlife Authority June 1993 - August 1996
Skills
Windows Server, Microsoft Exchange, Microsoft SQL Server, Microsoft Access, Microsoft Excel, Microsoft Word, SQL, Microsoft Powerpoint, Disaster Recovery..., Network Security, Hyper-V, Axys, Moxy, Sage SalesLogix, Technical Documentation, Technical Support, Microsoft Office, Customer Service, SharePoint, Portfolio Management, Public Speaking, Nonprofits, Research, Disaster Recovery, Windows, Management, PowerPoint, Databases
Education
The University of Montana 1979 — 1984
Bachelor of Arts (B.A.), English Language and Literature/Letters
Shawn Swagerty November 2013 - Present
Friendly House, Inc. October 2013 - February 2014
Ferguson Wellman Capital Management August 1997 - March 2013
Fish Passage Center August 1996 - August 1997
Columbia Basin Fish and Wildlife Authority June 1993 - August 1996
Skills
Windows Server, Microsoft Exchange, Microsoft SQL Server, Microsoft Access, Microsoft Excel, Microsoft Word, SQL, Microsoft Powerpoint, Disaster Recovery..., Network Security, Hyper-V, Axys, Moxy, Sage SalesLogix, Technical Documentation, Technical Support, Microsoft Office, Customer Service, SharePoint, Portfolio Management, Public Speaking, Nonprofits, Research, Disaster Recovery, Windows, Management, PowerPoint, Databases
Education
The University of Montana 1979 — 1984
Bachelor of Arts (B.A.), English Language and Literature/Letters
Jim Rudd Jim Rudd's Ferguson Wellman Capital Management Experience January 1982 - Present
Job Chief Executive Officer at Ferguson Wellman Capital Management
Industry Investment Management
Experience
Ferguson Wellman Capital Management January 1982 - Present
Oregon State University June 1974 - December 1982
Education
University of Northern Iowa 1966 — 1971
Bachelor of Arts, Business Education and Physical Education
Ferguson Wellman Capital Management January 1982 - Present
Oregon State University June 1974 - December 1982
Education
University of Northern Iowa 1966 — 1971
Bachelor of Arts, Business Education and Physical Education
Heidi Goertzen Heidi Goertzen's Ferguson Wellman Capital Management Experience February 2015 - Present
Job Chief Compliance Officer at Ferguson Wellman Capital Management
Industry Financial Services
Experience
Ferguson Wellman Capital Management February 2015 - Present
RVK, Inc. August 2007 - January 2015
RVK, Inc. June 2003 - August 2007
Education
University of Portland 2005 — 2007
MBA, Finance
Linfield College 1999 — 2003
BS, Finance
Ferguson Wellman Capital Management February 2015 - Present
RVK, Inc. August 2007 - January 2015
RVK, Inc. June 2003 - August 2007
Education
University of Portland 2005 — 2007
MBA, Finance
Linfield College 1999 — 2003
BS, Finance
Bernadette Houston Bernadette Houston's Ferguson Wellman Capital Management Experience March 2011 - June 2012
Job Founder, Director at Maven | Image + Video Keywording
Industry Photography
Experience
Maven Image + Video Keywording October 2014 - Present
Keywording.com March 2007 - July 2014
Ferguson Wellman Capital Management March 2011 - June 2012
Brass Media December 2004 - April 2006
Oregon State University January 2001 - March 2004
Skills
Editing, Research, Social Media, Blogging, Proofreading, Microsoft Office, Marketing, Nonprofits, Event Planning, Illustrator, Public Speaking, Copy Editing, Web Content, Photoshop, Writing, Project Management, Website Development, FileMaker, Teaching, Social Media Consulting, Social Media Strategist, Social Media Integration, Data Management, Strategy, Image Keywording, Video Keywording, Data Strategy, Client Relations, Social Media Marketing, Customer Service, PowerPoint
Education
Oregon State University 1994 — 1999
Bachelor of Science, Speech Communication, American Literature
Oregon State University
Graduate Coursework, Rhetoric, American Literature, Sociology
Maven Image + Video Keywording October 2014 - Present
Keywording.com March 2007 - July 2014
Ferguson Wellman Capital Management March 2011 - June 2012
Brass Media December 2004 - April 2006
Oregon State University January 2001 - March 2004
Skills
Editing, Research, Social Media, Blogging, Proofreading, Microsoft Office, Marketing, Nonprofits, Event Planning, Illustrator, Public Speaking, Copy Editing, Web Content, Photoshop, Writing, Project Management, Website Development, FileMaker, Teaching, Social Media Consulting, Social Media Strategist, Social Media Integration, Data Management, Strategy, Image Keywording, Video Keywording, Data Strategy, Client Relations, Social Media Marketing, Customer Service, PowerPoint
Education
Oregon State University 1994 — 1999
Bachelor of Science, Speech Communication, American Literature
Oregon State University
Graduate Coursework, Rhetoric, American Literature, Sociology
Dan Lavey Dan Lavey's Ferguson Wellman Capital Management Experience June 1992 - December 1994
Job President/Partner at Gallatin Public Affairs
Industry Public Relations and Communications
Experience
Gallatin Public Affairs January 2000 - Present
U.S. Senator Gordon Smith January 1995 - December 2008
Oregon Senate President Gordon Smith January 1995 - November 1996
Ferguson Wellman Capital Management June 1992 - December 1994
Oregon Senate GOP January 1991 - December 1993
State Senator John Brenneman January 1989 - December 1990
Skills
Public Relations, Public Policy, Political Consulting, Media Relations
Education
University of Oregon 1984 — 1988
Bachelor of Arts (B.A.), History
Beaverton High School 1981 — 1984
Gallatin Public Affairs January 2000 - Present
U.S. Senator Gordon Smith January 1995 - December 2008
Oregon Senate President Gordon Smith January 1995 - November 1996
Ferguson Wellman Capital Management June 1992 - December 1994
Oregon Senate GOP January 1991 - December 1993
State Senator John Brenneman January 1989 - December 1990
Skills
Public Relations, Public Policy, Political Consulting, Media Relations
Education
University of Oregon 1984 — 1988
Bachelor of Arts (B.A.), History
Beaverton High School 1981 — 1984
Jason Norris, CFA Jason Norris, CFA's Ferguson Wellman Capital Management Experience June 2001 - Present
Job Executive Vice President | Equity Research and Portfolio Management
Industry Investment Management
Experience
Ferguson Wellman Capital Management June 2001 - Present
Morgan Stanley Investment Management May 1998 - June 2001
University of Notre Dame August 1997 - May 1998
Morgan Stanley Investment Management May 1997 - August 1997
Skills
Equities, Investment Strategies, Investments, Management, Portfolio Management, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 1996 — 1998
MBA, Investments and Securities
Boise State University 1990 — 1994
BBA, Economics
Ferguson Wellman Capital Management June 2001 - Present
Morgan Stanley Investment Management May 1998 - June 2001
University of Notre Dame August 1997 - May 1998
Morgan Stanley Investment Management May 1997 - August 1997
Skills
Equities, Investment Strategies, Investments, Management, Portfolio Management, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 1996 — 1998
MBA, Investments and Securities
Boise State University 1990 — 1994
BBA, Economics
Michael Arbanas's Ferguson Wellman Capital Management Experience June 2014 - August 2014
Job Treasury Intern at Advantage Sales & Marketing
Industry Financial Services
Experience
Advantage Sales & Marketing June 2015 - Present
Ferguson Wellman Capital Management June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office
Education
Loyola Marymount University 2013 — 2017
Bachelor's Degree, Finance
Advantage Sales & Marketing June 2015 - Present
Ferguson Wellman Capital Management June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office
Education
Loyola Marymount University 2013 — 2017
Bachelor's Degree, Finance
Lindsay Fest's Ferguson Wellman Capital Management Experience April 2006 - August 2007
Job Executive Assistant at National American University
Industry Higher Education
Experience
National American University June 2013 - Present
Two Blondes and a Stove June 2012 - October 2012
Four Food Studio January 2011 - October 2011
Hamlet Golf and Country Club August 2010 - January 2011
SlashSupport September 2008 - December 2008
Ferguson Wellman Capital Management April 2006 - August 2007
Countrywide Home Loans February 2002 - August 2006
Skills
Customer Relations, PowerPoint, Microsoft Office, Customer Service, Excel, Travel Coordination, Meeting and Event..., Office Management, Sales and Marketing..., Time Management, Internet Research, Microsoft Excel, Sales, Strategic Planning, Event Planning, Marketing, Travel, Microsoft Word, Online Research, Event Management, Management, Human Resources, Negotiation, Outlook, CRM, Training, Salesforce.com, Research, Social Networking, Social Media
Education
National American University-Colorado Springs 2014 — 2015
Associate of Arts and Sciences (A.A.S.), Management, Graduated with Distinction
Culinary Academy of Long Island 2010 — 2010
Certificate, Professional Cooking, 97.5%
Portland State University 2001 — 2006
National American University June 2013 - Present
Two Blondes and a Stove June 2012 - October 2012
Four Food Studio January 2011 - October 2011
Hamlet Golf and Country Club August 2010 - January 2011
SlashSupport September 2008 - December 2008
Ferguson Wellman Capital Management April 2006 - August 2007
Countrywide Home Loans February 2002 - August 2006
Skills
Customer Relations, PowerPoint, Microsoft Office, Customer Service, Excel, Travel Coordination, Meeting and Event..., Office Management, Sales and Marketing..., Time Management, Internet Research, Microsoft Excel, Sales, Strategic Planning, Event Planning, Marketing, Travel, Microsoft Word, Online Research, Event Management, Management, Human Resources, Negotiation, Outlook, CRM, Training, Salesforce.com, Research, Social Networking, Social Media
Education
National American University-Colorado Springs 2014 — 2015
Associate of Arts and Sciences (A.A.S.), Management, Graduated with Distinction
Culinary Academy of Long Island 2010 — 2010
Certificate, Professional Cooking, 97.5%
Portland State University 2001 — 2006
Allen Bond, CFA's Ferguson Wellman Capital Management Experience July 1998 - February 2002
Job Portfolio Manager at Jensen Investment Management
Industry Investment Management
Experience
Jensen Investment Management September 2015 - Present
Jensen Investment Management February 2007 - Present
Washington Mutual February 2006 - February 2007
Columbia Management February 2002 - October 2005
Ferguson Wellman Capital Management July 1998 - February 2002
Skills
Portfolio Management, Investments, Financial Analysis, Valuation, Equities, Excel, Fixed Income, Financial Modeling, Asset Management, Financial Reporting, Credit, Bonds, High Yield, Asset Allocation, Investment Strategies, Mutual Funds, Alternative Investments, Bloomberg
Education
University of Oregon - Charles H. Lundquist College of Business 2007 — 2009
MBA
University of Oregon 1994 — 1998
BS, Business - Finance
Jensen Investment Management September 2015 - Present
Jensen Investment Management February 2007 - Present
Washington Mutual February 2006 - February 2007
Columbia Management February 2002 - October 2005
Ferguson Wellman Capital Management July 1998 - February 2002
Skills
Portfolio Management, Investments, Financial Analysis, Valuation, Equities, Excel, Fixed Income, Financial Modeling, Asset Management, Financial Reporting, Credit, Bonds, High Yield, Asset Allocation, Investment Strategies, Mutual Funds, Alternative Investments, Bloomberg
Education
University of Oregon - Charles H. Lundquist College of Business 2007 — 2009
MBA
University of Oregon 1994 — 1998
BS, Business - Finance
Colette Luke's Ferguson Wellman Capital Management Experience 2005 - 2005
Job Sr. Account Executive at Pinnacle Marketing Group, Inc.
Industry Marketing and Advertising
Experience
Pinnacle Marketing Group May 2013 - Present
R/West March 2012 - November 2012
Babcock & Jenkins March 2010 - February 2012
Overland Agency July 2006 - March 2010
East Asian Legal Studies Center University of Wisconsin Law School September 2002 - January 2005
Ferguson Wellman Capital Management 2005 - 2005
Financial and Fiscal Commission January 2004 - June 2004
Legal Aid for Institutionalized Persons Project May 2002 - May 2003
Skills
Integrated Marketing, Interactive Marketing, Digital Marketing, Email Marketing, Content Strategy, Digital Strategy, Management, Marketing, B2B, Web Analytics, Advertising
Education
University of Wisconsin-Madison 2002 — 2005
Masters in International Public Affairs
University of Wisconsin Law School 2001 — 2005
J.D.
Oberlin College 1998 — 2001
Bachelor of Arts (B.A.), Politics & Economics
Pinnacle Marketing Group May 2013 - Present
R/West March 2012 - November 2012
Babcock & Jenkins March 2010 - February 2012
Overland Agency July 2006 - March 2010
East Asian Legal Studies Center University of Wisconsin Law School September 2002 - January 2005
Ferguson Wellman Capital Management 2005 - 2005
Financial and Fiscal Commission January 2004 - June 2004
Legal Aid for Institutionalized Persons Project May 2002 - May 2003
Skills
Integrated Marketing, Interactive Marketing, Digital Marketing, Email Marketing, Content Strategy, Digital Strategy, Management, Marketing, B2B, Web Analytics, Advertising
Education
University of Wisconsin-Madison 2002 — 2005
Masters in International Public Affairs
University of Wisconsin Law School 2001 — 2005
J.D.
Oberlin College 1998 — 2001
Bachelor of Arts (B.A.), Politics & Economics
Brad Houle, CFA's Ferguson Wellman Capital Management Experience February 2013 - Present
Job Executive Vice President Fixed Income Research and Portfolio Management
Industry Investment Management
Experience
Ferguson Wellman Capital Management February 2013 - Present
Davidson Investment Advisors October 1995 - Present
Skills
Fixed Income, Asset Management, Investments, Equities, Portfolio Management
Education
University of Oregon - Charles H. Lundquist College of Business 1994 — 1995
Master of Business Administration (MBA), Finance, General
The University of Montana - School of Business Administration 1987 — 1991
Finance, General
Ferguson Wellman Capital Management February 2013 - Present
Davidson Investment Advisors October 1995 - Present
Skills
Fixed Income, Asset Management, Investments, Equities, Portfolio Management
Education
University of Oregon - Charles H. Lundquist College of Business 1994 — 1995
Master of Business Administration (MBA), Finance, General
The University of Montana - School of Business Administration 1987 — 1991
Finance, General
Jim Coats's Ferguson Wellman Capital Management Experience December 2013 - Present
Job Executive Vice President at Ferguson Wellman Capital Management
Industry Investment Management
Experience
Ferguson Wellman Capital Management December 2013 - Present
Ferguson Wellman Capital Management April 2011 - December 2013
Ferguson Wellman Capital Management April 2006 - April 2011
R.V. Kuhns & Associates July 2004 - March 2006
Morgan Stanley Capital International October 2001 - May 2004
Maersk Line September 1994 - May 1999
Shanghai University of Finance & Economics July 1993 - August 1994
Skills
Series 65, Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Fixed Income, Retirement Planning, Financial Modeling, Capital Markets, Institutional..., Investment Management, Investments, Strategic Financial..., International Relations, Wealth Management, Mutual Funds, Equity Research, Asset Managment, Quantitative Analytics, Due Diligence, Options, Equities, Securities, Fund Of Funds, Pension Funds
Education
Columbia University - School of International and Public Affairs 1999 — 2001
Master of International Affairs, International Finance
Oregon State University 1988 — 1993
Bachelor of Arts, Communications, Chinese
Central University for Nationalities 1992 — 1992
Certificate, Chinese Language and China's Minority Nationalities
Reynolds High School 1984 — 1988
Ferguson Wellman Capital Management December 2013 - Present
Ferguson Wellman Capital Management April 2011 - December 2013
Ferguson Wellman Capital Management April 2006 - April 2011
R.V. Kuhns & Associates July 2004 - March 2006
Morgan Stanley Capital International October 2001 - May 2004
Maersk Line September 1994 - May 1999
Shanghai University of Finance & Economics July 1993 - August 1994
Skills
Series 65, Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Fixed Income, Retirement Planning, Financial Modeling, Capital Markets, Institutional..., Investment Management, Investments, Strategic Financial..., International Relations, Wealth Management, Mutual Funds, Equity Research, Asset Managment, Quantitative Analytics, Due Diligence, Options, Equities, Securities, Fund Of Funds, Pension Funds
Education
Columbia University - School of International and Public Affairs 1999 — 2001
Master of International Affairs, International Finance
Oregon State University 1988 — 1993
Bachelor of Arts, Communications, Chinese
Central University for Nationalities 1992 — 1992
Certificate, Chinese Language and China's Minority Nationalities
Reynolds High School 1984 — 1988
Becky Horvat, CPA's Ferguson Wellman Capital Management Experience 2008 - Present
Job VP, Controller at Ferguson Wellman Capital Management
Industry Accounting
Experience
Ferguson Wellman Capital Management 2008 - Present
Columbia Forest Products 1999 - 2008
Education
Portland State University - School of Business 1998 — 1999
Bachelor of Science (B.S.)
Ferguson Wellman Capital Management 2008 - Present
Columbia Forest Products 1999 - 2008
Education
Portland State University - School of Business 1998 — 1999
Bachelor of Science (B.S.)
Derek R. Thomsen, CIMA®'s Ferguson Wellman Capital Management Experience March 1997 - March 2000
Job Senior Vice President at U.S. Trust
Industry Investment Management
Experience
U.S. Trust May 2010 - Present
Columbia Management September 2001 - May 2010
Ferguson Wellman Capital Management March 1997 - March 2000
West One Trust Investments/Qualivest Capital Management June 1994 - March 1997
Skills
Customer Service, Team Leadership, Due Diligence, Equities, Portfolio Management, Investment Management, Financial Analysis, Asset Management, Investments, Asset Allocation, Investment Strategies, Trading
Education
University of Oregon 1999 — 2001
MBA
Pacific Lutheran University 1989 — 1993
BA, Business Administration
U.S. Trust May 2010 - Present
Columbia Management September 2001 - May 2010
Ferguson Wellman Capital Management March 1997 - March 2000
West One Trust Investments/Qualivest Capital Management June 1994 - March 1997
Skills
Customer Service, Team Leadership, Due Diligence, Equities, Portfolio Management, Investment Management, Financial Analysis, Asset Management, Investments, Asset Allocation, Investment Strategies, Trading
Education
University of Oregon 1999 — 2001
MBA
Pacific Lutheran University 1989 — 1993
BA, Business Administration
Jon Bettendorf's Ferguson Wellman Capital Management Experience January 2000 - November 2004
Job Sr VP at Quest Investment Management
Industry Investment Management
Experience
Quest Investment Management February 2011 - Present
Washington Capital Management October 2004 - February 2011
Ferguson Wellman Capital Management January 2000 - November 2004
Skills
Valuation, High Yield, Special Situations, CLO, Asset Management, Investments, Alternative Investments, Equities, Portfolio Management, Investment Management, Strategic Planning, Hedge Funds, Fixed Income, Asset Allocation
Education
Oregon State University 1985 — 1988
Bachelor of Science (BS), Finance, General
Clackamas High School 1980 — 1984
Quest Investment Management February 2011 - Present
Washington Capital Management October 2004 - February 2011
Ferguson Wellman Capital Management January 2000 - November 2004
Skills
Valuation, High Yield, Special Situations, CLO, Asset Management, Investments, Alternative Investments, Equities, Portfolio Management, Investment Management, Strategic Planning, Hedge Funds, Fixed Income, Asset Allocation
Education
Oregon State University 1985 — 1988
Bachelor of Science (BS), Finance, General
Clackamas High School 1980 — 1984
Erica Rocheleau's Ferguson Wellman Capital Management Experience March 2001 - June 2004
Job Accounting Professional
Industry Accounting
Experience
Forest Park PTA 2013 - Present
Youngset Preschool August 2008 - June 2011
Ferguson Wellman Capital Management March 2001 - June 2004
KPMG US September 1998 - March 2001
Skills
CPA
Education
Portland State University 1995 — 1998
Accounting
Linfield College 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Forest Park PTA 2013 - Present
Youngset Preschool August 2008 - June 2011
Ferguson Wellman Capital Management March 2001 - June 2004
KPMG US September 1998 - March 2001
Skills
CPA
Education
Portland State University 1995 — 1998
Accounting
Linfield College 1989 — 1993
Bachelor's degree, Business Administration and Management, General