Our colleague, Casia Chappell, CFP®, CPWA®, recently wrote a piece for the Spokane Journal of Business. In it, she discusses how donor-advised funds can help streamline strategic giving.
Chappell Authors Spokane Journal of Business Article
Ferguson Wellman Recognized as a Portland Business Journal's Most Admired Company
Ferguson Wellman Capital Management has been named by Portland Business Journal as a “Most Admired Company.”
Financial Planning Names Ferguson Wellman to RIA Leaders 2022 List
Ferguson Wellman Capital Management was recently named by Financial Planning magazine to their “RIA Leaders 2022: Top 150 Fee-Only RIA Firms” ranking. The firm was listed at 23 of 150 companies.
Lago Authors Spokane Journal of Business Article
Our colleague, Mary Lago, CFP®, CTFA, recently wrote a piece for the Spokane Journal of Business. In it, she discusses how financial strategies can optimize charitable giving.
Anderson on KOIN Wallet Wednesday
Charissa Anderson, CFP®, CDFA®, appeared on KOIN News Wallet Wednesday on October 12, 2022, and discussed the pluses and minuses of receiving financial advice from TikTok.
CNBC and Financial Advisor Names Ferguson Wellman to 2022 RIA Ranking
Ferguson Wellman Capital Management was recently named by CNBC and Financial Advisor to their “Top 100 Financial Advisors” ranking. The firm was listed at 17 of 100 companies.
Ferguson Wellman Remains on Barron's Top 100 RIA Firms List for 2022
Ferguson Wellman Capital Management was named to Barron’s 2022 Top 100 RIA Firms list this week. Ferguson Wellman was listed at 75 out of 100 in the U.S. and was the only advisory firm to be recognized from Oregon.
Octavia Group: Ferguson Wellman's Private Family Office
Our Octavia Group team lead, Kirstin Havnaer, shares insights on Ferguson Wellman’s private family office for clients.
Daibes Higgins on KOIN Wallet Wednesday
Krystal Daibes Higgins, CFA, appeared on KOIN News Wallet Wednesday on July 27, 2022, and discussed the recent Fed Hike, inflation and gas prices.
Norris Interviewed on Boise Public Radio
Jason Norris, CFA, was interviewed on Boise Public Radio about the Idaho economy and recent market activity.
Pahlow Discusses Sustainable Financial Decision Making on Wallet Wednesday
April is a time of year when many of us reflect on what we can do to incorporate sustainable practices into our lives. This month, our colleague Samantha Pahlow, CFTA, AWMA®, shared insights on two areas: electric vehicles and ESG investing.
Putnam Hired as Portfolio Manager for West Bearing Investments
The West Bearing team has expanded, with the hiring of their third portfolio manager, Nathan Putnam. West Bearing recently surpassed $500 million assets under management and needed additional capacity to serve more clients.
Ferguson Wellman on Barron's Top RIA Firms 2021 List
Ferguson Wellman Capital Management was recently named to Barron’s Top RIA Firms 2021. Barron’s Top 100 RIA Firms 2021 rankings listed Ferguson Wellman at 60 out of 100 in the nation and was the only advisory firm to be recognized from Oregon.
Meet Our 2020-2021 New Hires
The pandemic brought many opportunities for our colleagues to practice one of our core values of “advocate innovation and manage change.” While we adjusted to working from home, we did not stop the hiring process for several of our departments. We asked our newest colleagues to answer three questions about their experience joining the company during quarantine.
Ferguson Wellman Recognized as One of Portland's Largest Money Managers
Ferguson Wellman Capital Management and West Bearing Investments were recently named by Portland Business Journal to their Oregon and S.W. Washington Money Management Firms list, ranked at fifth out of 44 companies.
Oregon Business Magazine Names Firm to Financial Planner List
Pahlow Discusses Year-End Financial Planning Strategies on KOIN
Christianson in Portland Monthly Supporting Meals on Wheels People
Scott Christianson, CFP®, executive vice president, and his wife, Lauren, were recently featured in Portland Monthly Magazine’s Portland Pages for the Donate Dinner fundraiser on behalf of Meals on Wheels People in collaboration with New Seasons.
Cole Interviewed by KXL Radio
Lago Quoted in Forbes on the Topic of Giving with Impact
Forbes published an article titled, “Insightful Investing: Giving with Impact.” In it, our colleague, Mary Lago, CFP®, CTFA, shares the fulfillment she experiences when guiding clients toward philanthropy that’s aligned with their values.