Managing an ESG Strategy with the Same Risk/Reward as a Traditional Portfolio

General Investing >> Money Manager Interviews >> November 2, 2018

Peter Jones, CFA, joined Ferguson Wellman Capital Management in 2015 and is Vice President of Research. Mr. Jones leads the firm’s Global Sustainable Investing strategy team, is an analyst and a member of the firm’s investment team. He develops and manages the multifactor model used by the investment team for its equity selection process. Mr. Jones also provides research support for equity strategies and sectors for all portfolios as well as performance analysis for client meetings. Mr. Jones is a native of Portland and graduated from the University of Portland with a B.A. in political science and minors in Spanish and psychology. Profile

Tara Kinateder is an Executive Vice President, a member of Ferguson Wellman Capital Management’s wealth management team and a member of the firm’s Global Sustainable Investing strategy team. Ms. Kinateder is a portfolio manager with clients concentrated in Oregon, Washington and California. She specializes in wealth management planning and preservation through asset allocation and cash flow analysis. Ms. Kinateder is passionate about guiding individuals and families as they plan for their financial futures by focusing on long-term goals and helping them navigate ongoing life changes. Prior to joining Ferguson Wellman, Ms. Kinateder was a senior vice president and market leader for the Portland, Oregon, office of U.S. Trust. Previously, she worked in New York and Seattle for Alliance Bernstein Wealth Management as a financial adviser and strategic consultant, respectively. Raised in Georgia, Ms. Kinateder earned her B.A. from Brenau University in Gainesville, Georgia, with a double major in journalism and business, graduating magna cum laude. She received a certificate in personal financial planning from the University of Washington’s Michael G. Foster School of Business and a certificate in investment strategies and portfolio management from the University of Pennsylvania’s Wharton School of Business. Ms. Kinateder is the past Chair of the Classic Wines Auction board and has co-chaired the annual auction the last two years. Ms. Kinateder is a member of the Arlington Club House Committee. Ms. Kinateder is also a past board member for Mentors 360, Oregon Repertory Singers and the Oregon Food Bank, where she also served on the finance committee. Profile

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TWST: Could you give an overview of the firm?

Ms. Kinateder: Sure. We are an employee-owned registered investment advisory firm. We manage

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Managing an ESG Strategy with the Same Risk/Reward as a Traditional Portfolio

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