News Worth Noting

Ferguson Wellman on Barron's Top RIA Firms 2021 List

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

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 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

Oregon Business Magazine Names Firm to Financial Planner List

Ferguson Wellman and West Bearing were named to the 2021 Powerbook: Financial Planners.

Pahlow Discusses Year-End Financial Planning Strategies on KOIN

Pahlow Discusses Year-End Financial Planning Strategies on KOIN

Samantha Pahlow discusses year-end financial planning strategies on KOIN-TV.

Christianson in Portland Monthly Supporting Meals on Wheels People

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

Cole Interviewed by KXL Radio

Ralph Cole, CFA, recently spoke with KXL Morning News on the market reaction to the 2020 election.

Lago Quoted in Forbes on the Topic of Giving with Impact

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.

Frankel Interviewed by KXL Radio

Frankel Interviewed by KXL Radio

Josh Frankel, CFP®, discusses the market reaction to the president’s health.

Mary Lago on KOIN's Wallet Wednesday

Mary Lago on KOIN's Wallet Wednesday

Our colleague, Mary Lago, CFP, CTFA, appeared on Portland’s KOIN’s Wallet Wednesday and discussed the financial fallout for those affected by wildfires.

Ferguson Wellman Named to Top RIAs List by Barron's

Ferguson Wellman Named to Top RIAs List by Barron's

Ferguson Wellman was named to Barron’s 2020 Top 100 RIA firms ranking.

Mary Lago Discusses Economic Impact of Wildfires

Mary Lago Discusses Economic Impact of Wildfires

Our colleague, Mary Lago, CFP, CTFA, appeared on Medford’s KDRV to discuss the economic impact of wildfires.

Camaraderie and Cleanup in Downtown Portland

Camaraderie and Cleanup in Downtown Portland

Ferguson Wellman and West Bearing employees work together to collect litter around Portland.

Hosfield Appears on Medford's KDRV

Hosfield Appears on Medford's KDRV

Chief Investment Officer, George Hosfield, CFA, appeared on Medford’s KDRV segment, “Money Alert” on June 12, 2020.

Norris Interviewed on Boise State Public Radio

Norris Interviewed on Boise State Public Radio

Jason Norris, CFA, recently spoke with Gemma Gaudette, Daily Show Host for Boise State Public Radio’s “Idaho Matters” news program.

Cole Interviewed on KPTV

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Ralph Cole, CFA, director at Ferguson Wellman, was interviewed on KPTV regarding stock market volatility during the COVID-19 outbreak.

Click here to see the clip.

Cole and Lago Quoted in Portland Tribune

Cole and Lago Quoted in Portland Tribune

Crash! Money markets tank, but some Portlanders don't blink.

Christianson, Harding and Havnaer Receive Promotions

Christianson, Harding and Havnaer Receive Promotions

Promotions within our company are something worth celebrating. Three professionals representing different teams were recognized for their accomplishments at Ferguson Wellman.

Gratitude for Dr. Brian Druker

Gratitude for Dr. Brian Druker

This month, Dr. Brian Druker spoke to clients about a world freed from the burden of cancer.

Norris Interviewed on Public Radio

Norris Interviewed on Public Radio

Jason Norris, CFA, visits his home state to talk about Idaho’s economy, tariffs and ESG investing with Boise Public Radio.