General Investing >> Money Manager Interviews >> October 11, 2004
Ralph W. Cole IV, CFA, is a Senior Vice President of Research and a member of
Ferguson Wellman Capital Management's equity team and is the firm's global
financials analyst. In this capacity, he also serves as the lead portfolio
manager on both our REITs and International disciplines for the firm. Before
joining the Ferguson Wellman in 1998, Cole worked as an investment officer for
U.S. Bancorp of Oregon and Washington, and as a financial consultant for Merrill
Lynch. While pursuing his master's degree, he worked at Payden & Rygel
Investment Council in Los Angeles, where he assisted in the development of two
mutual funds. Cole earned his MBA degree from the University of Southern
California and received his B.S. in finance and marketing from the University of
Oregon. Cole is a member and past president of the Chartered Financial Analysts
Society of Portland, past president and current board member of the Oregon Club
of Portland and a board member of the National Multiple Sclerosis Society,
Oregon Chapter. Cole is also past chair of United Way Newleaders Steering
Committee. Profile
JASON D. NORRIS serves as a Vice President since joining Ferguson
Wellman Capital Management, Inc., in 2001. Previously, he was an Equity
Analyst with Morgan Stanley Investment Management and an Investment
Research Assistant with the University of Notre Dame. He received an MBA
in Finance from the University of Notre Dame and a BBA in Economics from
Boise State University. He is a Chartered Financial Analyst, member of
the CFA Society of Oregon and a Board member for Junior Achievement. Profile
TWST: Would you begin with an overview of Ferguson Wellman CapitalManagement and your respective responsibilities there?
Mr. Cole: Ferguson Wellman manages about $2 billion, which is