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Ferguson Wellman Capital Management

fergusonwellman.com Direct investor

A privately owned, employee-owned investment advisory firm founded in 1975 that manages portfolios of individual securities for individuals, families, nonprofits, foundations and institutions. It also operates West Bearing Investments and Octavia Group, a private family office.

Ferguson Wellman Capital Management is an asset manager, founded in 1975. It invests directly in companies. $11.6B under management, as it reports.

Layer
Direct investor
Type
Asset manager
Stage
Not stated
Founded
1975
Assets under management
$11.6B

Team, as Ferguson Wellman Capital Management publishes it

  • George Hosfield, CFA Chief Investment Officer
  • Brad Houle, CFA Head of Fixed Income
  • Mary Lago, CFP®, CTFA Chief Wealth Strategist
  • Becky Horvat Chief Financial Officer
  • Ezra Kover, IACCP® Chief Compliance Officer
  • Steve Holwerda, CFA Managing Director
  • Ralph Cole, CFA Director
  • Josh Frankel, CFP® Director
  • Jason Norris, CFA Director
  • Charissa Anderson, CFP®, CDFA® Executive Vice President
  • Jim Coats Executive Vice President
  • Mary Faulkner Executive Vice President

Names and roles exactly as listed on fergusonwellman.com. Nothing else about these people is recorded.

Where this comes from

Every fact above was read from a page Ferguson Wellman Capital Management publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.

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Record 15542 · added 2026-10-20 · link last verified 2026-10-21 · confidence medium

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