Brad Houle
Director/Board Member bij Consumer Credit Counseling Service of San Francisco
Profiel
Mr. Bradley H.
Houle, CFA MBA, is an Executive Vice President of Fixed Income Research & Portfolio Management at Ferguson Wellman Capital Management, Inc. and a Treasurer & Director at Consumer Credit Counseling Service of San Francisco.
He is on the Board of Directors at Consumer Credit Counseling Service of San Francisco.
Mr. Houle serves as head of fixed income and a member of the firm’s Investment Policy Committee.
He is also a Portfolio Manager with individual and institutional clients concentrated in Portland and Seattle.
He manages the firm’s Real Estate investment strategy and the consumer staples sector internationally.
Prior to joining Ferguson Wellman Capital Management in 2012, Mr. Houle spent 17 years with Davidson Investment Advisors as co-portfolio manager for their equity income and intermediate-term fixed income strategies.
He graduated with honors from the University of Montana with a B.S.
in business finance and completed his M.B.A.
in business finance from the University of Oregon.
Actieve functies van Brad Houle
| Bedrijven | Functie | Begin |
|---|---|---|
Ferguson Wellman Capital Management, Inc.
 Ferguson Wellman Capital Management, Inc. Investment ManagersFinance Ferguson Wellman Capital Management, Inc. (FWCM) is a wealth management firm and SEC-registered investment advisor headquartered in Portland, Oregon. Founded in 1975, FWCM provides advisory services to high-net worth individuals, trusts, estates and charitable organizations, corporations or other business entities, Taft-Hartley plans, foundations, and endowments. | Investment Committee Member | 01-01-2012 |
Consumer Credit Counseling Service of San Francisco
 Consumer Credit Counseling Service of San Francisco Investment ManagersFinance Consumer Credit Counseling Service of San Francisco is a non-profit organization that provides financial counseling and education services. It offers debt management, student loan counseling, budget, bankruptcy, pre-purchase, foreclosure prevention, and reverse mortgage counseling services. The company was founded by Thomas Layman in 1969 and is headquartered in Concord, CA. | Director/Board Member | - |
Eerdere bekende functies van Brad Houle
| Bedrijven | Functie | Einde |
|---|---|---|
Davidson Investment Advisors, Inc.
 Davidson Investment Advisors, Inc. Investment ManagersFinance Davidson Investment Advisors, Inc. (DIA) is a registered investment advisor headquartered in Great Falls, Montana. The firm was founded in 1975 and is a wholly-owned subsidiary of D.A. Davidson Cos. DIA offers investment advisory services to a variety of clients including corporations, employee benefit plans, foundations, trusts and high net worth individuals. | Portfolio Manager-Equities | - |
Opleiding van Brad Houle
| The University of Montana | Undergraduate Degree |
| University of Oregon | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Ferguson Wellman Capital Management, Inc.
Ferguson Wellman Capital Management, Inc. Investment ManagersFinance Ferguson Wellman Capital Management, Inc. (FWCM) is a wealth management firm and SEC-registered investment advisor headquartered in Portland, Oregon. Founded in 1975, FWCM provides advisory services to high-net worth individuals, trusts, estates and charitable organizations, corporations or other business entities, Taft-Hartley plans, foundations, and endowments. | Finance |
Davidson Investment Advisors, Inc.
Davidson Investment Advisors, Inc. Investment ManagersFinance Davidson Investment Advisors, Inc. (DIA) is a registered investment advisor headquartered in Great Falls, Montana. The firm was founded in 1975 and is a wholly-owned subsidiary of D.A. Davidson Cos. DIA offers investment advisory services to a variety of clients including corporations, employee benefit plans, foundations, trusts and high net worth individuals. | Finance |
Consumer Credit Counseling Service of San Francisco
Consumer Credit Counseling Service of San Francisco Investment ManagersFinance Consumer Credit Counseling Service of San Francisco is a non-profit organization that provides financial counseling and education services. It offers debt management, student loan counseling, budget, bankruptcy, pre-purchase, foreclosure prevention, and reverse mortgage counseling services. The company was founded by Thomas Layman in 1969 and is headquartered in Concord, CA. | Finance |
