PORTLAND, Ore. – February 3, 2022 – In recent months, 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 seeking investment management and holistic wealth planning.
“We have expanded at a consistent and sustainable pace since 2013, while maintaining a high retention rate,” said Josh Frankel, CFP®, principal, portfolio and wealth management. With Ferguson Wellman’s minimum increasing to $4 million, the addition of Nathan will be key to our growth and quality of service existing clients expect from us.
For seven years, Putnam worked at TIAA as a financial services representative and investment advisor for clients across the country, focused in Oregon, Washington, Idaho and California. Earlier in his career, he worked at Northwestern Mutual, where he gained experience in life insurance planning and mitigating risk exposures. Over the past decade, Putnam has helped clients with wealth planning, income generation and portfolio management. His experience with clients range from individuals and families in their wealth accumulation stage to couples maintaining their lifestyles in retirement.
Putnam earned his B.S. in international business from the Daniels College of Business at the University of Denver and studied at the London School of Economics and Nanzan University Nagoya as part of his undergraduate program.
Founded in 1975, Ferguson Wellman Capital Management is a privately-owned registered investment advisory firm, established in the Pacific Northwest. The firm manages over $8.2 billion for 813 clients that include individuals and families; Taft-Hartley and corporate retirement plans; and endowments and foundations with portfolios of $4 million or more. West Bearing Investments, a division of Ferguson Wellman, serves clients with assets starting at $1 million. (data as of December 31, 2021).
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