Josh Frankel

Portfolio Manager-Equities at

Ferguson Wellman Capital Management, Inc.

Consumer Services

Finance

Profile

Mr. Joshua D.
Frankel is a Director of Portfolio & Wealth Management at Ferguson Wellman Capital Management, Inc. In his role at the firm, he works as Portfolio and Wealth Manager with individual and institutional clients concentrated in Portland, Vancouver, Eugene, Bend, Medford, Spokane and throughout California.
He possesses a range of professional experiences that enable him to provide a high level of client service and guidance on investment management and planning.
He is a member of the firm’s wealth management team, leads our practice management committee.
Prior to joining West Bearing in July 2013, Mr. Frankel worked as a Financial Advisor and Retirement Planning Specialist for Merrill Lynch.
He also gained experience in marketing and business development through his work at General Motors R*Works and EJ Gallo Winery after college.
He earned his M.B.A. and B.S.
degrees from the University of Oregon.

Josh Frankel active positions

Companies	Position	Start
Ferguson Wellman Capital Management, Inc. Ferguson Wellman Capital Management, Inc. Investment ManagersFinance FWCM principally utilizes individual securities to build diversified portfolios for their clients. As such, they are active managers of multiple asset classes, including large-cap domestic equities, international equities (developed and emerging markets) and several fixed income strategies. Depending on the risk and return circumstances of each client, clients’ portfolio may be constructed with several investment strategies. If appropriate for a client, the firm also utilizes outsourced strategies such as small-cap equity, real estate, private equity or hedge fund strategies, as well as other Alternative Investment strategies.	Portfolio Manager-Equities	2013-06-30

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Private companies	3
Ferguson Wellman Capital Management, Inc. Ferguson Wellman Capital Management, Inc. Investment ManagersFinance FWCM principally utilizes individual securities to build diversified portfolios for their clients. As such, they are active managers of multiple asset classes, including large-cap domestic equities, international equities (developed and emerging markets) and several fixed income strategies. Depending on the risk and return circumstances of each client, clients’ portfolio may be constructed with several investment strategies. If appropriate for a client, the firm also utilizes outsourced strategies such as small-cap equity, real estate, private equity or hedge fund strategies, as well as other Alternative Investment strategies.	Finance
University of Oregon University of Oregon Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Lundquist College of Business Lundquist College of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services