Joe Brooks

Analyst-Fixed Income at Ferguson Wellman Capital Management, Inc.

Finance

Consumer Services

Profile

Mr. Joe O.
Brooks is a Vice President of Tax-Exempt Trading & Portfolio Management at Ferguson Wellman Capital Management, Inc. He also is a trader and handles the taxable fixed income trading, analyzes non-taxable accounts and serves on the firm’s institutional services committee.
He came to Ferguson Wellman from Washington Mutual Bank, where he served as a senior bank teller.
Mr. Brooks graduated from Portland State University in 2006 with a B.S.
in Business Management.

Joe Brooks active positions

Companies	Position	Start
Ferguson Wellman Capital Management, Inc. Ferguson Wellman Capital Management, Inc. Investment ManagersFinance Ferguson Wellman Capital Management, Inc. (FWCM) is a wealth management firm and SEC-registered investment advisor headquartered in Portland, Oregon. Founded in 1975, FWCM provides advisory services to high-net worth individuals, trusts, estates and charitable organizations, corporations or other business entities, Taft-Hartley plans, foundations, and endowments.	Analyst-Fixed Income	2006-06-30

All active positions of Joe Brooks

Former positions of Joe Brooks

Companies	Position	End
Washington Mutual Bank Washington Mutual Bank Savings BanksFinance Washington Mutual Bank FA provides saving and banking services. It also offers home loans, commercial banking, retail banking & financial and card services. The company was founded in 1889 and is headquartered in Seattle, WA	Corporate Officer/Principal	-

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Training of Joe Brooks

Portland State University

Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

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Linked companies

Private companies	2
Ferguson Wellman Capital Management, Inc. Ferguson Wellman Capital Management, Inc. Investment ManagersFinance Ferguson Wellman Capital Management, Inc. (FWCM) is a wealth management firm and SEC-registered investment advisor headquartered in Portland, Oregon. Founded in 1975, FWCM provides advisory services to high-net worth individuals, trusts, estates and charitable organizations, corporations or other business entities, Taft-Hartley plans, foundations, and endowments.	Finance
Washington Mutual Bank Washington Mutual Bank Savings BanksFinance Washington Mutual Bank FA provides saving and banking services. It also offers home loans, commercial banking, retail banking & financial and card services. The company was founded in 1889 and is headquartered in Seattle, WA	Finance