Sign in
Naomi Walsh

Naomi Walsh

Vice President, Information Systems at Ferguson Wellman Capital Management, Inc.

Portland, OR , United States

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

OrganizationRoleDate RangeDetails
Ferguson Wellman and West BearingVice President, Information SystemsDec 2022 to Present
Ferguson Wellman and West BearingClient Services Business AnalystJul 2021 to Present
Ferguson Wellman Capital ManagementClient Relationship AssociateMar 2019 to Jul 2021
AllMed Healthcare ManagementAccount CoordinatorJan 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 ManagementCustomer Service RepresentativeJun 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 OfficesAssistant Supervisor and Legal AssistantAug 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 OregonResearch AssistantOct 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)

NameRoleLocation
B
Brad Houle
Principal-Head of Fixed IncomePortland, OR , United States
Casia Chappell
Casia Chappell
Vice President Of PlanningPortland, OR , United States
Jason Norris
Jason Norris
Executive Vice President | Equity Research and Portfolio ManagementPortland, OR , United States
Joe Brooks
Joe Brooks
Vice President Fixed Income TradingPortland, OR , United States
Marc Fovinci
Marc Fovinci
principalPortland, OR , United States
Mark Kralj
Mark Kralj
Principal, Portfolio ManagerPortland, OR , United States
Nathan Ayotte
Nathan Ayotte
PrincipalPortland, OR , United States
R
Ralph Cole
Executive Vice President of ResearchPortland, OR , United States
Shawn Narancich
Shawn Narancich
Executive Vice President of Equity Research and Portfolio ManagementPortland, OR , United States
Danielle Hart
Danielle Hart
Vice PresidentPortland, OR , United States
Showing 1-10 of 15 team members