Steve Holwerda

Direktor/Vorstandsmitglied bei

Portland Art Museum (Oregon)

Consumer Services

Commercial Services

Finance

Profil

Mr. Steven J.
Holwerda, CFA MBA, is a Managing Director at Ferguson Wellman Capital Management, Inc. He is on the Board of Directors at Portland Art Museum (Oregon).
He joined Ferguson Wellman in 1989.
He is a Portfolio Manager with clients concentrated in Portland, Vancouver, Eugene and Medford.
Mr. Holwerda was previously employed as a Chairman by Boys & Girls Clubs of Portland, a Chairman by Portland Business Alliance, a Regional Director by University of Oregon, a Secretary & Treasurer by University of Oregon Foundation, and a Chairman by Young Presidents' Organization, Inc. He received his undergraduate degree from South Dakota State University and an MBA from the University of Oregon.

Aktive Positionen von Steve Holwerda

Unternehmen	Position	Beginn
Ferguson Wellman Capital Management, Inc. Ferguson Wellman Capital Management, Inc. Investment ManagersFinance FWCM principally utilizes individual securities to build diversified portfolios for their clients. As such, they are active managers of multiple asset classes, including large-cap domestic equities, international equities (developed and emerging markets) and several fixed income strategies. Depending on the risk and return circumstances of each client, clients’ portfolio may be constructed with several investment strategies. If appropriate for a client, the firm also utilizes outsourced strategies such as small-cap equity, real estate, private equity or hedge fund strategies, as well as other Alternative Investment strategies.	Portfolio Manager-Aktien	01.01.1989
Portland Art Museum (Oregon) Portland Art Museum (Oregon) Other Consumer ServicesConsumer Services Operates art museum	Direktor/Vorstandsmitglied	-

Alle aktiven Positionen von Steve Holwerda

Ehemalige bekannte Positionen von Steve Holwerda

Unternehmen	Position	Ende
University of Oregon University of Oregon Other Consumer ServicesConsumer Services Functions as a College/University	Corporate Officer/Principal	31.12.1988
Boys & Girls Clubs of Portland Boys & Girls Clubs of Portland Services to the Health IndustryHealth Services Engages in providing youth development programs for young people	Vorsitzender	-
Young Presidents' Organization, Inc. Young Presidents' Organization, Inc. Miscellaneous Commercial ServicesCommercial Services Provides professional membership services	Vorsitzender	-
Portland Metro Chamber Portland Metro Chamber Miscellaneous Commercial ServicesCommercial Services Provides business resource services	Vorsitzender	-
University of Oregon Foundation University of Oregon Foundation Investment Trusts/Mutual FundsMiscellaneous The University of Oregon Foundation has a strong equity-like bias in asset allocation and has three different types of investment assets: current, deferred, and endowed. Consequently, their investment approach is different for each. Current assets are invested in a short-term program to produce the highest possible return with low risk, which emphasizes the preservation of capital. Deferred assets are managed individually rather than pooled because each is unique in terms of payout rate and investment horizon. Endowed assets are managed in perpetuity. Their goal is to invest in a manner that maximizes returns with a prudent level of risk.	Unternehmenssekretär	-

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Private Unternehmen	8
Ferguson Wellman Capital Management, Inc. Ferguson Wellman Capital Management, Inc. Investment ManagersFinance FWCM principally utilizes individual securities to build diversified portfolios for their clients. As such, they are active managers of multiple asset classes, including large-cap domestic equities, international equities (developed and emerging markets) and several fixed income strategies. Depending on the risk and return circumstances of each client, clients’ portfolio may be constructed with several investment strategies. If appropriate for a client, the firm also utilizes outsourced strategies such as small-cap equity, real estate, private equity or hedge fund strategies, as well as other Alternative Investment strategies.	Finance
University of Oregon Foundation University of Oregon Foundation Investment Trusts/Mutual FundsMiscellaneous The University of Oregon Foundation has a strong equity-like bias in asset allocation and has three different types of investment assets: current, deferred, and endowed. Consequently, their investment approach is different for each. Current assets are invested in a short-term program to produce the highest possible return with low risk, which emphasizes the preservation of capital. Deferred assets are managed individually rather than pooled because each is unique in terms of payout rate and investment horizon. Endowed assets are managed in perpetuity. Their goal is to invest in a manner that maximizes returns with a prudent level of risk.	Miscellaneous
Portland Metro Chamber Portland Metro Chamber Miscellaneous Commercial ServicesCommercial Services Provides business resource services	Commercial Services
South Dakota State University South Dakota State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Oregon University of Oregon Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Young Presidents' Organization, Inc. Young Presidents' Organization, Inc. Miscellaneous Commercial ServicesCommercial Services Provides professional membership services	Commercial Services
Portland Art Museum (Oregon) Portland Art Museum (Oregon) Other Consumer ServicesConsumer Services Operates art museum	Consumer Services
Boys & Girls Clubs of Portland Boys & Girls Clubs of Portland Services to the Health IndustryHealth Services Engages in providing youth development programs for young people	Health Services