Josh Frankel
Portfolio Manager-Aktien bei Ferguson Wellman Capital Management, Inc.
Profil
Mr. Joshua D.
Frankel is a Principal 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.
Aktive Positionen von Josh Frankel
Unternehmen | Position | Beginn |
---|---|---|
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. | Portfolio Manager-Aktien | 01.07.2013 |
Ausbildung von Josh Frankel
University of Oregon | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
---|---|
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 |