Jason David Norris
Analyst-Equity at Ferguson Wellman Capital Management, Inc.
Profile
Mr. Jason D.
Norris, CFA MBA, is a Principal of Equity Research & Portfolio Management at Ferguson Wellman Capital Management, Inc. He is a member of the investment team and the firm’s investment policy committee.
As an analyst, he manages the firm’s Dividend Value strategy, is the risk manager for the Core Equity strategy and is a member of the firm’s Global Sustainable Investing strategy team.
Further, he is responsible for managing the global technology and healthcare sectors.
Prior to joining Ferguson Wellman in June 2001, Mr. Norris was an equity analyst with Morgan Stanley Investment Management in New York City.
He focused primarily on the technology and telecommunications sectors for the Morgan Stanley Market Leader Trust Fund and the Morgan Stanley Information Fund.
He received his B.B.A.
in economics from Boise State University.
He continued his education earning an M.B.A.
in finance from the University of Notre Dame.
Jason David Norris active positions
| Companies | Position | Start |
|---|---|---|
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. | Analyst-Equity | 2001-05-31 |
Former positions of Jason David Norris
| Companies | Position | End |
|---|---|---|
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Analyst-Equity | 2000-12-30 |
| University of Notre Dame | Corporate Officer/Principal | - |
Training of Jason David Norris
| Boise State University | Undergraduate Degree |
| University of Notre Dame | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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 |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
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