Katie Graham
Vice President of Administrative Services at Ferguson Wellman Capital Management, Inc.
About
Katie Graham is Vice President of Administrative Services at Ferguson Wellman Capital Management, Inc., based in Portland, Oregon. In her current role, she leads the firm's administrative operations and supports key client service initiatives, playing a central part in ensuring efficient internal processes and delivering high standards of client support.
She has a background in client relationship management, having previously served as a Client Relationship Associate at Ferguson Wellman, where she supported wealth management teams and contributed to the firm's holistic service model. While her expertise is rooted in the operational and administrative facets of investment management, she supports teams managing portfolios across sectors including equities, fixed income, and alternative assets, with the firm serving both private and institutional clients.
Katie Graham is recognized for her organizational leadership and operational effectiveness and is part of the generation advancing Ferguson Wellman's commitment to client service and innovation. While her primary focus is not direct portfolio management, her tenure underscores the increasing importance of robust administrative and relationship support functions within wealth management for high-net-worth and institutional clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ferguson Wellman and West Bearing | Vice President of Administrative Services | Jan 2022 to Present | — |
| Ferguson Wellman and West Bearing | Administrative Services Manager | Jul 2021 to Jan 2022 | — |
| Ferguson Wellman Capital Management | Client Relationship Associate | Aug 2018 to Jul 2021 | -Assists Ferguson Wellman clients through transferring and distributing assets, generating tax information, distributing performance reports, setting up new accounts and handling special requests |
| Willamette University | Assistant Director of Undergraduate Admissions | Jul 2016 to Aug 2018 | -Implement the office's first CRM, Technolutions Slate. Served as one of 2 Slate Captains throughout the first implementation year, overseeing processes and data integrity. Conducted trainings for sta... |
| Scripps College | Admissions Counselor | Jul 2014 to Jul 2016 | -Represent the College both on and off-campus to prospective students, parents, secondary school counselors and other individuals or organizations involved in the college selection process -Understand... |
| University of Redlands | A.S.U.R. Executive Director of Social Affairs | Aug 2013 to May 2014 | -Supervised 15 directors who planned, executed, ran and advertised events for the students on campus -Provided support for the other cabinet members and coordinated larger events for the surrounding c... |
| University of Redlands | Student Worker | Aug 2013 to May 2014 | -Worked in the Student Leadership and Involvement Center (SLIC) doing various tasks for the department. Completed tasks for my supervisor such as new student orientation support and on boarding of new... |
| University of Redlands | Orientation Mentor | Aug 2012 to Aug 2013 | -Worked with peers and administration to create and implement an orientation program for the first year and transfer students -Responsible for leading workshops, welcoming students and families on to ... |
| University of Redlands | Director of Novelties and Performances | Aug 2011 to Dec 2012 | -Worked with 12 other student directors to plan and implement student-led events on campus -Specifically worked to bring various talent groups to campus such as comedians, magicians, and other special... |
Education
University of Redlands
Bachelor of Arts (B.A.), Communicative Disorders
2010 — 2014
University of Redlands
Bachelor's Degree, Communicative Disorders
2010 — 2014
Others at Ferguson Wellman Capital Management, Inc. (15)
| Name | Role | Location |
|---|---|---|
B Brad Houle | Principal-Head of Fixed Income | Portland, OR , United States |
 | 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 | |
R Ralph 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 |