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Ferguson Wellman and West Bearing Investments in the news and our company announcements view →
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News worth noting
Ferguson Wellman Capital Management and West Bearing Investments have been named by Portland Business Journal as a leader in corporate philanthropy in Oregon and southwest Washington.
Josh Frankel, CFP®, and Jason Norris, CFA, were selected at Ferguson Wellman’s recent shareholder meeting to serve on the board of directors.
Ferguson Wellman has been named by Oregon Business magazine as a top financial planner on their annual Powerlist. Oregon Business ranked Ferguson Wellman first in the state on their list of 11 financial planning companies. The listing was compiled based upon assets under management in Oregon.
Free pizza may have been part of the draw, but Scott Christianson recounts his involvement at Oregon State's Investment Group during his time as an undergraduate as pivotal in shaping his future.
Ferguson Wellman Capital Management has been named by Portland Business Journal as a “most admired company” of the year. Of the 26 financial services companies listed, Ferguson Wellman was ranked fourth, moving up five spots from nine in 2022.
Ferguson Wellman Capital Management has been named by InvestmentNews to its “Top Regional Fee-Only RIAs in the West” list, ranking 11 out of 25 advisers.