Josh Frankel

Gestionnaire de Portefeuille-Actions chez 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.

Postes actifs de Josh Frankel

Sociétés	Poste	Début
Ferguson Wellman Capital Management, Inc.	Gestionnaire de Portefeuille-Actions	01/07/2013

Formation de Josh Frankel

University of Oregon

Masters Business Admin