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
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Ferguson Wellman Capital Management | Principal | Jan 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 Management | Executive Vice President | Jul 2013 to Dec 2021 | — | 
| Ferguson Wellman Capital Management | Vice President | Jan 2008 to Jul 2013 | — | 
| Scottrade | Manager | Jan 2004 to Jan 2008 | — | 
| Bidwell & Company | Equity Trader | Jan 2000 to Jan 2004 | — | 
Education
University of Oregon
Bachelor of Science
1991 — 1995
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 | |
| 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 | |
| JJim Coats | Executive Vice President | Portland, OR , United States |