Joe Herrle Email & Phone Number
Senior Vice President, Alternative Assets and Portfolio Management @ Ferguson Wellman and West Bearing
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Joe Herrle Location
- Portland, OR, US
Joe Herrle Work
- 2026 -now Senior Vice President, Alternative Assets and Portfolio Management @
- 2021 -2026 Vice President of Alternative Asset Research @
- 2019 -2021 Investment Research | Portfolio Management | Asset Allocation @ Private Family Office
- 2015 -2019 Associate @
- 2013 -2015 Senior Fund Accountant @
- 2011 -2013 Auditor @
Joe Herrle Education
- University of Portland School of Business
BBA (Accounting)
Joe Herrle Skills
- Asset Management
- Portfolio Management
- Financial Modeling
- Financial Analysis
- Financial Reporting
- Finance
- Analysis
- Hedge Funds
- Private Equity
- Alternative Investments
- Financial Statements
- Due Diligence
- Valuation
- Venture Capital
- Equity Research
- Capital Markets
- Asset Allocation
- Wealth Management
- Investment Strategies
- investments
- Microsoft Excel
- Bloomberg Terminal
- Microsoft Office
- Bloomberg
- Communication
- Financial Operations
- Fund Of Funds
- Valuation Modeling
- Venture Financing
- Entrepreneurial Finance
- Financial Statement Analysis
- Equity Valuation
- Deal Structures
- Term Sheets
- Capital Structure
- Business Writing
- Investor Reporting
- Investor Presentations
- Alternative Investment Strategies
- Alternative Assets
- High Net Worth Individuals
- Family Office
- Endowment Funds
- Institutional Investments
- Auditing
- PowerPoint
- CPA
- Accounting
- Fixed Income
- Form 5500
- Fund Accounting
- Equities
- Financial Accounting
- Microsoft Word
- US GAAP
- GAAP
Joe Herrle Summary
- Joe Herrle, based in Portland, OR, US, is currently a Senior Vice President, Alternative Assets and Portfolio Management at Ferguson Wellman and West Bearing. Joe Herrle brings experience from previous roles at Ferguson Wellman and West Bearing, Private Family Office, Stamos Capital Partners, L.P. and Citco Fund Services. Joe Herrle holds a BBA in Accounting @ University of Portland School of Business. With a robust skill set that includes Asset Management, Portfolio Management, Financial Modeling, Financial Analysis, Financial Reporting and more. Joe Herrle has 3 emails and 1 mobile phone numbers on RocketReach.
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