2017 Honors Program Winter Site Visits

During winter term, the Lundquist College of Business Honors Program was fortunate enough to visit two wealth management firms in Portland, Oregon. Joining two other student groups—the UO Investment Group and the UO Financial Management Association—Honors Program members spoke with executives from Ferguson Wellman and Arnerich Massena to learn the ins and outs of what each company has to offer and the culture of each firm.

The first stop was Ferguson Wellman, located in the heart of downtown Portland. Students had the privilege of hearing from two executive vice presidents and UO alumni: Ralph Cole, executive vice president of research; and Josh Frankel, executive vice president for West Bearing Investments. Both discussed how the nature of their careers allow them to develop long, rewarding relationships with their clients. Cole and Frankel also gave great advice on how to reach dream careers by getting involved on campus and not being afraid to reach out for help.

Later in the day students headed over to the largest private wealth management company in the state of Oregon: Arnerich Massena. They were greeted by three staff members—Ryland Moore, Mr. Christopher Van Dyke, and Mr. Matt Bryant—who expressed their love for the company and conducted a question and answer discussion. Much of the company’s success is due to its strong values of always doing what is best for the customer and investing in firms that have the potential to not only yield economic success but also help the world around them.

All in all, the site visit attendees had a great time learning more about the financial industry and meeting incredible people who are so willing to help students on their journey to find their dream career.

Story by Arianna Shapiro ’18. Shapiro is an accounting and economics double major. She will spend the summer in Tel Aviv, Israel, participating in a data analysis internship program for a start-up company. She will also participate in a number of accounting summer leadership programs. Shapiro will graduate in spring 2018.

Written by UO Business

The UO Lundquist College of Business empowers an engaged community of students, faculty, staff, and stakeholders who create, apply, and disseminate knowledge that contributes significantly to their professions, communities, and society. The college delivers a dynamic learning environment where world-class professors engage and get to know students, where students work on real projects for real companies, and where alumni go on to high-powered jobs worldwide.