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Ferguson Wellman

Wealth Managers

Spotlight TableOregonHigh Net Worth 2021 View ranking table

Chambers Review

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Portland-based Ferguson Wellman is described by an interviewee as a "fantastic organisation." It offers investment services and provides wealth management services through its West Bearing Investments division. Ultra high net worth clients can access family office assistance provided by its Octavia Group.

"I think for higher net worth folks they are really pretty good," says a commentator, adding: "For USD20 million and up they do a pretty good job."

Key contacts:

Mary Lago, Executive Vice President

Josh Frankel, Executive Vice President - West Bearing Investments

Katherine Russell, Octavia Group Team Leader

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