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Joe Herrle, CFA

Joe Herrle, CFA, CAIA

Vice President
Alternative Assets

Joe Herrle, CFA, CAIA, joined Ferguson Wellman in 2021 and serves as vice president of alternative asset research and is a member of the firm’s investment team. In his role, he manages the firm’s alternative asset strategies and external manager selection. Joe also serves as co-chair of the firm’s internship program and is a shareholder of the firm.

Prior to joining Ferguson Wellman, Joe spent over a decade in San Francisco working for a family office and a multi-asset manager, where he specialized in private company valuations, manager due diligence, and alternative portfolio construction. Earlier in his career, Joe worked as an auditor, where he received a Certified Public Accountant license. Joe is a Portland native and earned his B.S. degree in accounting from the University of Portland Pamplin Business School. He serves on the board of directors for Financial Beginnings Oregon and the CFA Society of Portland.

In his free time, Joe enjoys golfing, traveling and exploring the Pacific Northwest with his wife, two sons and dogs. 

Joe’s Articles and Videos

Featured
Home Sweet Home Economics: Decoding the Fed's Impact on Housing

Recently, a realtor friend of mine shared that transaction volume was notably low due to high interest rates, resulting in a sluggish market. However, with last week’s Federal Reserve’s rates cut, he and likely others in the realty industry are hoping the housing market will be reenergized. While not everyone can buy or sell a house, home ownership is a prominent consideration when creating wealth. And while I’m not in the market to sell my house, I was curious about what is now occurring in the housing market.

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What to Expect When You're Expecting (a Rate Cut)

“What to Expect When You’re Expecting” is a book for many first-time parents. My wife and I are preparing for our third child’s arrival in October, a process that has been a mix of excitement and logistical planning. While this is not our first rodeo, the passage of time has certainly brought a fresh set of challenges.

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Talkin' 'Bout My Generation

The world of investing is welcoming a new generation: Gen Z. A recent study by the FINRA Foundation and the CFA Institute found that a whopping 56% of Gen Z are already invested, with many starting younger than any generation before them. This tech-savvy group is also turning to social media for investment information, making their approach quite different from those of us who entered the market during or after the Great Financial Crisis (GFC).

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