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Josh Frankel
Gestor de Cartera-Acciones en
Ferguson Wellman Capital Management, Inc.
.
Perfil
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.
Cargos activos de Josh Frankel
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Gestor de Cartera-Acciones | 01/07/2013 |
Formación de Josh Frankel.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
63
Relaciones de 1er grado
3
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
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