West Bearing Team
Josh Frankel, CFP®
Josh Frankel, CFP®, is executive vice president for West Bearing Investments, a division of Ferguson Wellman. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and portfolio manager with individual and institutional clients concentrated in Portland, Vancouver, Eugene, Bend, Medford, Spokane and in California. 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™ professional (CFP®), 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 B.S. 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, as a board member of New Avenues for Youth, as a board member of the Oregon Jewish Community Foundation and serves on the executive committee for the Oregon Jewish Community Center. Frankel is past chair of Greater Portland Hillel. In 2017, he was recognized by the Portland Business Journal as one of Portland’s “Forty Under 40.” He lives in Southwest Portland with his wife, Amy, and their three children. Frankel enjoys running, mountain biking, and golf in his spare time.
Angela Carpenter joined West Bearing Investments in 2019 and serves as client relationship associate. In her role, she assists clients through transferring and distributing assets, generating tax information, distributing performance reports, setting up new accounts and handling special requests.
Prior to joining West Bearing, Carpenter worked in client service roles at various financial institutions such as Freestone Capital Management and JP Morgan Chase.
A native of Arizona, Carpenter and her children moved to the Pacific Northwest in 2011 for their love of trees and rain. In her free time, she volunteers with the Oregon Humane Society and rescues and rehabilitates German Shepherds.
charissa anderson, cfp®
Charissa Anderson, CFP®, senior vice president, joined West Bearing Investments, a division of Ferguson Wellman, in 2017 and serves as portfolio manager. Anderson is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and adheres to a disciplined approach and process to fully understand her clients’ goals and then provide the best financial and investment counsel.
Prior to joining West Bearing, Anderson was a private bank advisor at Umpqua Private Bank for six years, providing wealth management solutions for high-net-worth individuals. She earned her Bachelor of Science degree in psychology from Portland State University and her CERTIFIED FINANCIAL PLANNER™ designation and Executive Certificate in Financial Planning from the University of Portland.
Anderson serves on the board of directors for the Classroom Law Project. In her free time she and her husband enjoy spending time with their young children, traveling, discovering Portland’s dining scene and exploring the Pacific Northwest outdoors.
Chelsea L. Diamond
Chelsea Diamond joined West Bearing Investments in 2018 and serves as a client relationship associate.
She assists West Bearing clients through transferring and distributing assets, generating tax information, distributing performance reports, setting up new accounts and handling special requests.
Prior to joining Ferguson Wellman, Diamond worked in various client-facing and administrative roles at TIAA, Wedbush Securities and Edward Jones Investments. She earned her B.A. in business and communications from Eastern Oregon University.
A Portland native, Diamond is involved in her community, specifically through her love of sports. In her free time, she plays soccer and coaches track and field at Rex Putnam High School. She also loves to hike, play fantasy football and spend time with her nephews.