Naomi Walsh
Vice President, Information Systems at Ferguson Wellman Capital Management, Inc.
About
Naomi Walsh is Vice President at Ferguson Wellman Capital Management, Inc., based in Portland, Oregon. In her current role, she is responsible for working directly with client relationships, leveraging her expertise to deliver tailored investment strategies and wealth management solutions. Walsh focuses on serving high-net-worth individuals, foundations, and nonprofit endowments, with particular emphasis on asset allocation, portfolio management, and client service.
Her investment focus includes a wide range of asset classes such as domestic and international equities, fixed income, and alternative investments, reflecting Ferguson Wellman's broad-based approach to diversified portfolio construction. Walsh plays a key role in the firm’s client service and financial planning initiatives, often working alongside senior team members to help guide clients through complex market conditions and strategic decisions.
Naomi Walsh holds a B.A. in psychology with a minor in business administration from the University of Oregon, providing her with a strong foundation in both quantitative analysis and interpersonal communication. She has built a reputation for her keen analytical skills and dedication to client advocacy, and is recognized within the firm for her ability to translate complex investment topics into actionable strategies for her clients.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Ferguson Wellman and West Bearing | Vice President, Information Systems | Dec 2022 to Present | — | 
| Ferguson Wellman and West Bearing | Client Services Business Analyst | Jul 2021 to Present | — | 
| Ferguson Wellman Capital Management | Client Relationship Associate | Mar 2019 to Jul 2021 | — | 
| AllMed Healthcare Management | Account Coordinator | Jan 2017 to Feb 2019 | • Manage all accounts in largest territory with Account Executive to maintain largest revenue quota, while identifying new leads to generate additional revenue • Train all new Account Coordinators; on... | 
| AllMed Healthcare Management | Customer Service Representative | Jun 2016 to Jan 2017 | • Answer all incoming customer calls and assess needs on every case • Triage calls to appropriate AllMed employee • Organized and maintained all accounts in Salesforce • Promoted to Account Coordinato... | 
| Schneider Kerr Law Offices | Assistant Supervisor and Legal Assistant | Aug 2015 to Jun 2016 | • Pursue attorney fees from Social Security field offices and payment centers by phone, email, and fax communication • Screen up to 30 clients monthly for medical and employment information to appeal ... | 
| Stress Neurobiology Prevention Lab at University of Oregon | Research Assistant | Oct 2014 to Jul 2015 | •Conducted assessments on foster and biological mothers and children to examine how stress in early infancy and early childhood impact the development of key neurological systems •Trained in confident... | 
Education
University of Oregon
Bachelor’s Degree, Psychology
2011 — 2015
Others at Ferguson Wellman Capital Management, Inc. (15)
| Name | Role | Location | 
|---|---|---|
| BBrad 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 | |
| RRalph 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 |