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Brad Houle

Principal-Head of Fixed Income at Ferguson Wellman Capital Management, Inc.

Portland, OR , United States

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

OrganizationRoleDate RangeDetails
Ferguson Wellman Capital ManagementPrincipal-Head of Fixed IncomeFeb 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 ManagerOct 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)

NameRoleLocation
Casia Chappell
Casia Chappell
Vice President Of PlanningPortland, OR , United States
Jason Norris
Jason Norris
Executive Vice President | Equity Research and Portfolio ManagementPortland, OR , United States
Joe Brooks
Joe Brooks
Vice President Fixed Income TradingPortland, OR , United States
Marc Fovinci
Marc Fovinci
principalPortland, OR , United States
Mark Kralj
Mark Kralj
Principal, Portfolio ManagerPortland, OR , United States
Nathan Ayotte
Nathan Ayotte
PrincipalPortland, OR , United States
R
Ralph Cole
Executive Vice President of ResearchPortland, OR , United States
Shawn Narancich
Shawn Narancich
Executive Vice President of Equity Research and Portfolio ManagementPortland, OR , United States
Danielle Hart
Danielle Hart
Vice PresidentPortland, OR , United States
J
Jim Coats
Executive Vice PresidentPortland, OR , United States
Showing 1-10 of 15 team members