Steven Holwerda is a CFA® charterholder with 29 years of experience in the financial industry. He has been with Ferguson Wellman Capital Management, Inc. in Portland, OR, since 1989. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families—including high-net-worth and ultra-high-net-worth clients—and institutions such as endowments, foundations, and retirement plans. The firm emphasizes customized, separately managed portfolios using a combination of top-down asset allocation and bottom-up security selection supported by quantitative screening and fundamental research.

Ralph Cole is a CFA® charterholder with 26 years of industry experience, currently serving as an advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, where he has worked since 1998. He holds a Series 63 license and has spent his entire advisory career at Ferguson Wellman. Ferguson Wellman is an employee-owned, SEC-registered investment adviser that provides personalized wealth management to individuals, families, and institutions. The firm emphasizes customized, separately managed portfolios built primarily from individual securities and combines top-down asset allocation with bottom-up security selection using quantitative and fundamental research.

George Hosfield is a CFA® charterholder with 34 years of industry experience. He has been with Ferguson Wellman Capital Management, Inc. in Portland, OR since 1991. Ferguson Wellman is an employee-owned investment adviser serving individuals, families, and institutions with customized, separately managed portfolios primarily composed of individual securities. The firm employs a combination of top-down asset allocation and bottom-up security selection using quantitative screening and fundamental research, and it offers specialized divisions for varying client needs, including a private family office service.

Jason Norris is a CFA® charterholder with 22 years of experience in the financial industry. He has been with Ferguson Wellman Capital Management, Inc. since 2001. The firm is an employee-owned, SEC-registered investment adviser serving individuals, families, and institutions, including high-net-worth and ultra-high-net-worth clients. Ferguson Wellman offers customized, separately managed portfolios built primarily from individual securities, combining top-down asset allocation with bottom-up security selection through quantitative screening and fundamental research.

Dean Dordevic is a financial advisor at Ferguson Wellman Capital Management, Inc. in Portland, OR, with 31 years of industry experience. He has been with Ferguson Wellman since 1994 and holds Series 63 and Series 65 licenses. Ferguson Wellman is an employee-owned, SEC-registered investment adviser serving individuals, families—including high-net-worth and ultra-high-net-worth clients—and institutions. The firm offers personalized wealth management with a focus on customized, separately managed portfolios, combining top-down asset allocation with quantitative and fundamental research for security selection.