Kirstin Havnaer
Senior Vice President, Octavia Group at Ferguson Wellman Capital Management, Inc.
About
Kirstin Havnaer is Senior Vice President at Octavia Group, the family office division of Ferguson Wellman Capital Management, based in Portland, Oregon. In this capacity, she leads the client service associate team and oversees firmwide operational initiatives aimed at enhancing efficiency, productivity, and service quality for high-net-worth individuals and families. Her key responsibilities include spearheading Octavia Group’s personal financial services and client experience improvements.
Havnaer's sector expertise centers on family office services, personal financial planning, and the design of customized solutions for high-net-worth clients, rather than active portfolio management of specific asset classes. Before joining Ferguson Wellman in 2017, she was a business owner for 15 years focused on affluent clientele, and previously held leadership roles in healthcare logistics and higher education.
Kirstin holds a B.A. in psychology from the University of Washington and an M.B.A. from Portland State University. She is an active community leader, serving on the board and committees for Meals on Wheels People, and is recognized for driving innovation in client service and operational strategy at Ferguson Wellman Capital Management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ferguson Wellman and West Bearing | Senior Vice President, Octavia Group | Sep 2021 to Present | — |
| Ferguson Wellman and West Bearing | VP Administrative Services | Dec 2019 to Sep 2021 | — |
| Ferguson Wellman and West Bearing | Client Relationship Associate | Mar 2017 to Dec 2019 | — |
| Hearthstone Interior Design, LLC | Owner | Founder | May 2002 to Dec 2016 | ► Performed all financial, strategic, sales, marketing, operational and HR roles ► Developed all service contracts, performed bidding and needs-analysis for clientele ► Executed project management as ... |
| Portland State University | Assistant To Dean, School of Business | Jan 1998 to Jan 1998 | ► Managed student computer lab staff and time reporting for payroll ► Evaluated software needs of department professors for student access in undergraduate and graduate computer labs and coordinated w... |
| Group Health Cooperative | Analytical Assistant | Jan 1994 to Dec 1996 | ► Provided analytical, decision making, and daily operational support to department head. Acted as point of contact to division and corporate offices as well as department employees and unionized staf... |
Education
Portland State University - School of Business
Master of Business Administration, Finance | Business Consulting | Operations
1997 — 1998
University of Washington
Bachelor of Arts (B.A.), Psychology
1987 — 1991
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 |