![Steve Holwerda](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Steve Holwerda
Directeur/Membre du Conseil chez
Portland Art Museum (Oregon)
Profil
Mr. Steven J.
Holwerda, CFA MBA, is a Managing Director at Ferguson Wellman Capital Management, Inc. He is on the Board of Directors at Portland Art Museum (Oregon).
He joined Ferguson Wellman in 1989.
He is a Portfolio Manager with clients concentrated in Portland, Vancouver, Eugene and Medford.
Mr. Holwerda was previously employed as a Chairman by Boys & Girls Clubs of Portland, a Chairman by Portland Business Alliance, a Regional Director by University of Oregon, a Secretary & Treasurer by University of Oregon Foundation, and a Chairman by Young Presidents' Organization, Inc.
He received his undergraduate degree from South Dakota State University and an MBA from the University of Oregon.
Postes actifs de Steve Holwerda
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/01/1989 |
Portland Art Museum (Oregon)
 Portland Art Museum (Oregon) Other Consumer ServicesConsumer Services Operates art museum | Directeur/Membre du Conseil | - |
Anciens postes connus de Steve Holwerda
| Sociétés | Poste | Fin |
|---|---|---|
University of Oregon
 University of Oregon Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | 31/12/1988 |
Boys & Girls Clubs of Portland
 Boys & Girls Clubs of Portland Services to the Health IndustryHealth Services Engages in providing youth development programs for young people | Président | - |
Young Presidents' Organization, Inc.
 Young Presidents' Organization, Inc. Miscellaneous Commercial ServicesCommercial Services Provides professional membership services | Président | - |
Portland Metro Chamber
 Portland Metro Chamber Miscellaneous Commercial ServicesCommercial Services Provides business resource services | Président | - |
University of Oregon Foundation
 University of Oregon Foundation Investment Trusts/Mutual FundsMiscellaneous The University of Oregon Foundation has a strong equity-like bias in asset allocation and has three different types of investment assets: current, deferred, and endowed. Consequently, their investment approach is different for each. Current assets are invested in a short-term program to produce the highest possible return with low risk, which emphasizes the preservation of capital. Deferred assets are managed individually rather than pooled because each is unique in terms of payout rate and investment horizon. Endowed assets are managed in perpetuity. Their goal is to invest in a manner that maximizes returns with a prudent level of risk. | Secrétaire Général | - |
Formation de Steve Holwerda
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
79
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
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 Foundation
University of Oregon Foundation Investment Trusts/Mutual FundsMiscellaneous The University of Oregon Foundation has a strong equity-like bias in asset allocation and has three different types of investment assets: current, deferred, and endowed. Consequently, their investment approach is different for each. Current assets are invested in a short-term program to produce the highest possible return with low risk, which emphasizes the preservation of capital. Deferred assets are managed individually rather than pooled because each is unique in terms of payout rate and investment horizon. Endowed assets are managed in perpetuity. Their goal is to invest in a manner that maximizes returns with a prudent level of risk. | Miscellaneous |
Portland Metro Chamber
Portland Metro Chamber Miscellaneous Commercial ServicesCommercial Services Provides business resource services | Commercial Services |
South Dakota State University
 South Dakota State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Oregon
University of Oregon Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Young Presidents' Organization, Inc.
Young Presidents' Organization, Inc. Miscellaneous Commercial ServicesCommercial Services Provides professional membership services | Commercial Services |
Portland Art Museum (Oregon)
Portland Art Museum (Oregon) Other Consumer ServicesConsumer Services Operates art museum | Consumer Services |
Boys & Girls Clubs of Portland
Boys & Girls Clubs of Portland Services to the Health IndustryHealth Services Engages in providing youth development programs for young people | Health Services |
