Jason Norris

Jason Norris, CFA, is a Director at Ferguson Wellman Capital Management in Portland, Oregon, where he serves on the firm's Investment Policy Committee and is integral to the investment team. He manages the Dividend Value strategy, acts as risk manager for the Core Equity strategy, and is a key member of the firm's Global Sustainable Investing strategy team. As a portfolio manager, he serves clients across Portland, Boise, and Twin Falls, focusing on tailored portfolio solutions and client engagement.

His core investment expertise covers the technology and healthcare sectors, for which he oversees research and allocation decisions. Jason has extensive experience in equity research and portfolio management, having previously worked as an equity analyst at Morgan Stanley Investment Management in New York, where he specialized in the technology and telecommunications sectors for institutional funds.

Jason holds a B.B.A. in Economics from Boise State University and an M.B.A. in Finance from the University of Notre Dame's Mendoza College of Business, where he was also an investment research assistant. Known for his commitment to education and philanthropy, he currently serves on the board and finance committee for Medical Teams International and has held long-standing leadership and volunteer roles with Junior Achievement of Oregon & SW Washington.