Passing the Baton

Ferguson Wellman is in the middle of an ambitious plan to increase the number of employees who own stock in the firm. It is a move aimed at addressing the demographic time bomb that is about to hit the wealth-management industry.

Arnerich Massena Announces New Principal Terri Schwartz

Portland-based investment firm Arnerich Massena announced today that Terri Schwartz has joined the shareholders of the firm. On January 9, 2017, the firm announced its transition to 100% employee ownership; a group of senior employees now share equity ownership of the firm. Ms. Schwartz, managing director of institutional services and business development, is a member … Read more