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About Heidi M. Goertzen of FERGUSON WELLMAN

Heidi M. Goertzen is Chief Compliance Officer at Ferguson Wellman Capital Management Inc and has been affiliated with Ferguson Wellman Capital Management Inc since February-2015.

Ferguson Wellman Capital Management Inc is an investment advisor that manages 4.2 BN dollars in regulatory AUM and has 43 employees, of which 20 perform investment advisory functions. The managers's latest filing has disclosed 2BN in positions, which represents 57% of the manager's regulatory AUM.

For more on Ferguson Wellman Capital Management Inc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: -2.2%/yr

Co-workers of Heidi M. Goertzen at FERGUSON WELLMAN

Name Title In Position Since
James H. Rudd Chief Executive Officer December-1989
Steven J. Holwerda Chief Operating Officer January-1997
Mark J. Kralj Principal January-1997
George W. Hosfield Chief Investment Officer January-2003
Dean M. Dordevic Principal January-1997
Marc F. Fovinci Principal January-1997

FERGUSON WELLMAN Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 3.25386% Tech 17.32% 10.04% 0.19% 0 41%
CVX 2.68469% Energy -2.35% 3.48% -0.15% 0 30%
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Heidi M. Goertzen Office Address

888 SW 5TH AVE STE 1200

Heidi M. Goertzen Contact Information

Phone Number: [503]226-1444
Fax Number: [503] 226-3647



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