Tad Fergusson

Tad Fergusson

Tad Fergusson

Managing Director, CFA
Portland, OR

Mr. Fergusson joined PCA in 1996 and provides consulting services for PCA’s private equity consulting clients.  In this capacity, Mr. Fergusson provides the full spectrum of services from investment policy and guideline development, preparing strategic and structural reviews, conducting partnership due diligence and selection, as well as overseeing performance reporting and manager monitoring.  In addition, Mr. Fergusson conducts research on a spectrum of topics pertaining to the private equity asset class.

Mr. Fergusson oversees PCA’s private equity database examining almost 300 opportunities per year and has conducted due diligence on more than 80 partnerships resulting in the placement of over $1.8 billion in new commitments.  In addition to executing several private equity projects for some of PCA’s largest clients, Mr.  Fergusson  is  responsible,  on  a  lead  or  co-lead  basis,  for  several of  PCA’s  private equity retainer relationships.

Mr. Fergusson has been involved in the pension industry for over 19 years. Previously, Mr. Fergusson provided administration services to 401(k) pension plans as a Defined Contribution Analyst with the firm Milliman & Robertson Inc.

Mr. Fergusson, a Chartered Financial Analyst, received his Bachelors and MBA degrees from the University of Oregon.