Casia Chappell

Casia Chappell serves as Vice President at Ferguson Wellman Capital Management in Portland, OR, where she leads the wealth planning division. Her primary responsibilities include developing comprehensive financial plans and advising high-net-worth individuals, families, and institutional clients on strategies to meet their long-term investment and planning goals.

She specializes in wealth planning and portfolio management, employing advanced tools such as Monte Carlo simulations to project goal probabilities, and provides expertise across various asset classes held by diversified client portfolios. Chappell combines her financial planning background with experience in portfolio construction and risk assessment, supporting clients through complex wealth strategies and dynamic market conditions.

Prior to joining Ferguson Wellman in 2017, Chappell was an advisor at Sapient Private Wealth Management. She holds a Bachelor of Arts from the University of Puget Sound, double majoring in Politics and Government and French. She is a Certified Financial Planner (CFP®) and holds the Certified Private Wealth Advisor (CPWA®) designation, underscoring her expertise in advanced wealth management and planning for affluent clients.