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Shuaisong F
CFA®
Portland, OR
Cognitiant Registered Investment Advisors
Shuaisong Feng is a CFA charterholder at Cognitiant Registered Investment Advisors with one year of industry experience. Prior to joining Cognitiant, Feng held positions at Morgan Stanley and Oregon Tool Inc. Cognitiant provides investment advisory and portfolio management services primarily to individual, non-high-net-worth clients, managing approximately $40 million across about 82 client relationships. The firm operates with a small team of two advisors and employs a formal supervisory process with documented reviews of financial plans and client communications.
William C
Series 63, Series 65
West Linn, OR
Cognitiant Registered Investment Advisors
William Campbell is a financial advisor at Cognitiant Registered Investment Advisors with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked exclusively with Cognitiant since 1999. Cognitiant provides investment advisory and financial planning services to individuals, trusts, estates, small businesses, qualified retirement plans, and other investment advisors. The firm emphasizes creating individualized investment narratives and builds broadly diversified, low-cost core portfolios using passive vehicles, while offering specialized services such as pension and qualified retirement plan consulting.
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