Brad Houle
Principal-Head of Fixed Income at Ferguson Wellman Capital Management, Inc.
About
Brad Houle is a Principal and Head of Fixed Income at Ferguson Wellman Capital Management, based in Portland, Oregon. In his current role, he is responsible for fixed income research and portfolio management, overseeing strategies across taxable and tax-exempt fixed income sectors. His work focuses on managing bond portfolios for a variety of institutional and high-net-worth clients, ensuring prudent risk management and effective diversification.
Houle brings over two decades of investment management experience, including 17 years at Davidson Investment Advisors, where he served as co-portfolio manager for both large value dividend and intermediate-term fixed income strategies. At Ferguson Wellman, he is recognized for his specialized knowledge in fixed income asset classes, with a particular emphasis on government, corporate, and municipal bonds.
He holds the Chartered Financial Analyst (CFA) designation and earned his MBA in business finance from the University of Oregon, graduating with honors with a B.S. in business finance from the University of Montana in 1991. Houle’s disciplined, research-driven approach, combined with his history of attracting new clients and delivering client-focused solutions, distinguishes him as a leader in the Northwest investment industry.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Ferguson Wellman Capital Management | Principal-Head of Fixed Income | Feb 2013 to Present | Head of Fixed Income and member of Ferguson Wellman's Investment Policy Committee.  Member of the Alternative Investment Team and equity research covering global and domestic consumer staples.  Work w... | 
| Davidson Investment Advisors, Inc. | Senior Portfolio Manager | Oct 1995 to Jan 2013 | Co-portfolio manager for a large capitalization dividend strategy and an intermediate-term fixed income strategy. Worked with individual and institutional clients | 
Education
University of Oregon - Charles H. Lundquist College of Business
Master of Business Administration (MBA), Finance
1994 — 1995
The University of Montana - School of Business Administration
Finance
1987 — 1991
Others at Ferguson Wellman Capital Management, Inc. (15)
| Name | Role | Location | 
|---|---|---|
| Vice President Of Planning | Portland, OR , United States | |
| Executive Vice President | Equity Research and Portfolio Management | Portland, OR , United States | |
| Vice President Fixed Income Trading | Portland, OR , United States | |
| principal | Portland, OR , United States | |
| Principal, Portfolio Manager | Portland, OR , United States | |
| Principal | Portland, OR , United States | |
| RRalph Cole | Executive Vice President of Research | Portland, OR , United States | 
| Executive Vice President of Equity Research and Portfolio Management | Portland, OR , United States | |
| Vice President | Portland, OR , United States | |
| JJim Coats | Executive Vice President | Portland, OR , United States |