West Bearing Team
Josh Frankel, CFP®
Josh Frankel, CFP®, is executive vice president and portfolio manager for West Bearing Investments, a division of Ferguson Wellman. Frankel possesses a range of professional experiences that enable him to provide a high level of client service and guidance on investment management and planning. As a Certified Financial Planner, Frankel follows a disciplined process to fully understand his clients’ goals to provide the best possible investment counsel.
Prior to joining West Bearing, Frankel worked as a financial advisor and retirement planning specialist for Merrill Lynch. He also gained experience in marketing and business development through his work at General Motors R*Works and EJ Gallo Winery after college. He earned his M.B.A. and Bachelor of Science degrees from the University of Oregon. While completing his undergraduate degree, he played football for the Ducks from 1996-2000.
Frankel currently serves as board member and past chair for the Oregon Club of Portland and as a board member of Oregon Jewish Community Foundation. Frankel is the chair of Greater Portland Hillel. He lives in Southwest Portland with his wife, Amy, and their two children, Ethan and Hannah. Frankel enjoys running, mountain biking, and golf in his spare time.
Lyndsi G. Fink
Lyndsi Fink joined West Bearing Investments in 2014 as an investment associate. She assists clients in a variety of ways, such as transferring and distributing assets, generating tax information, distributing performance reports, setting up new accounts and handling special requests. Fink also supports the marketing and investment teams of Ferguson Wellman with special projects.
Fink earned a Bachelor of Science in applied mathematics and minor in business administration from the University of Oregon. She has passed Level I of the Chartered Financial Analyst Program. In her spare time, she enjoys playing soccer, exploring the outdoors and traveling when possible.