General Investing >> Money Manager Interviews >> October 11, 2004


Ralph W. Cole IV, CFA, is a Senior Vice President of Research and a member of Ferguson Wellman Capital Management's equity team and is the firm's global financials analyst. In this capacity, he also serves as the lead portfolio manager on both our REITs and International disciplines for the firm. Before joining the Ferguson Wellman in 1998, Cole worked as an investment officer for U.S. Bancorp of Oregon and Washington, and as a financial consultant for Merrill Lynch. While pursuing his master's degree, he worked at Payden & Rygel Investment Council in Los Angeles, where he assisted in the development of two mutual funds. Cole earned his MBA degree from the University of Southern California and received his B.S. in finance and marketing from the University of Oregon. Cole is a member and past president of the Chartered Financial Analysts Society of Portland, past president and current board member of the Oregon Club of Portland and a board member of the National Multiple Sclerosis Society, Oregon Chapter. Cole is also past chair of United Way Newleaders Steering Committee. Profile
JASON D. NORRIS serves as a Vice President since joining Ferguson Wellman Capital Management, Inc., in 2001. Previously, he was an Equity Analyst with Morgan Stanley Investment Management and an Investment Research Assistant with the University of Notre Dame. He received an MBA in Finance from the University of Notre Dame and a BBA in Economics from Boise State University. He is a Chartered Financial Analyst, member of the CFA Society of Oregon and a Board member for Junior Achievement. Profile
TWST: Would you begin with an overview of Ferguson Wellman Capital

Management and your respective responsibilities there?

Mr. Cole: Ferguson Wellman manages about $2 billion, which is