Rick Fergesen

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Finance

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Profile

Richard David Fergesen served as the President & Chief Executive Officer at Woodbury Financial Services, Inc. from 2014 to 2024.
Prior to that, he worked as a Principal at RSM US LLP and Fortis Financial Group.
He completed his undergraduate degree at Lewis & Clark College (Oregon).

Former positions of Rick Fergesen

Companies	Position	End
Woodbury Financial Services, Inc. Woodbury Financial Services, Inc. Investment ManagersFinance WFS use fundamental and technical analysis in analyzing investments. The firm’s advisory services are designed for strategic long-term investing. They utilize a variety of strategies for their co-advisory accounts, and, as such, have no specific overriding investment strategy.	Chief Executive Officer	01/01/2024
RSM US LLP RSM US LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, tax and consulting services	Corporate Officer/Principal	-
Fortis Financial Group Fortis Financial Group Life/Health InsuranceFinance Provides insurance services	Corporate Officer/Principal	-

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Linked companies

Private companies	4
RSM US LLP RSM US LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, tax and consulting services	Commercial Services
Fortis Financial Group Fortis Financial Group Life/Health InsuranceFinance Provides insurance services	Finance
Lewis & Clark College (Oregon) Lewis & Clark College (Oregon) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Woodbury Financial Services, Inc. Woodbury Financial Services, Inc. Investment ManagersFinance WFS use fundamental and technical analysis in analyzing investments. The firm’s advisory services are designed for strategic long-term investing. They utilize a variety of strategies for their co-advisory accounts, and, as such, have no specific overriding investment strategy.	Finance