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Nathan Ayotte

Nathan Ayotte

Principal at Ferguson Wellman Capital Management, Inc.

Portland, OR , United States

About

Nathan Ayotte is a principal at Ferguson Wellman Capital Management, Inc., based in Portland, Oregon. In his role, he leads portfolio and wealth management services for individual and family clients, focusing on the formulation and monitoring of investment strategies and regular portfolio reviews to ensure alignment with client goals and internal guidelines. He is recognized as a key advisor within the firm's investment team and is actively involved in client relationship management.

Nathan specializes in wealth management across multiple asset classes, tailoring investment solutions for high-net-worth individuals and families. His experience encompasses strategic asset allocation and investment planning, with an emphasis on long-term portfolio growth and risk management for sophisticated investors. He is also noted for his service to the community through board and committee work, including with the Doernbecher Children's Hospital Foundation and Multnomah Athletic Club.

Before joining Ferguson Wellman in 2008, Nathan worked with Scottrade. He holds a Bachelor of Science in Psychology from the University of Oregon and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2010. As a member of the Chartered Financial Analysts Society of Portland, he upholds high standards of professional ethics and expertise in portfolio construction.

Career History

OrganizationRoleDate RangeDetails
Ferguson Wellman Capital ManagementPrincipalJan 2022 to Present
Nathan Ayotte, CFP®, joined Ferguson Wellman in 2008 and works with individual and institutional clients concentrated in Oregon, Washington and California. He is a Certified Financial Planner™ (CFP®) ...
Ferguson Wellman Capital ManagementExecutive Vice PresidentJul 2013 to Dec 2021
Ferguson Wellman Capital ManagementVice PresidentJan 2008 to Jul 2013
ScottradeManagerJan 2004 to Jan 2008
Bidwell & CompanyEquity TraderJan 2000 to Jan 2004

Education

University of Oregon

Bachelor of Science

1991 1995

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
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
J
Jim Coats
Executive Vice PresidentPortland, OR , United States
Showing 1-10 of 15 team members