Doug Woerkom
Senior Credit Analyst at Ensign Peak Advisors | United States
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As the Senior Vice President of Private Wealth Management at Capital Wealth Advisors, Doug Woerkom brings a wealth of experience and expertise to the table, dedicated to guiding individuals, families, endowments, and foundations toward their financial and philanthropic aspirations. With a robust background in fund management and portfolio management, Doug excels in crafting tailored investment strategies that align with the unique goals of his clients. His proficiency in equity valuation and equity research enables him to identify lucrative opportunities within the capital markets, ensuring that his clients’ portfolios are not only diversified but also positioned for sustainable growth.
Doug's commitment to customer-focused service sets him apart in the wealth management landscape. He understands that each client’s financial journey is distinct, and he takes the time to build lasting relationships based on trust and transparency. His expertise extends to fixed income and private debt investments, allowing him to offer comprehensive financial solutions that cater to a variety of risk tolerances and investment objectives.
Currently, Doug is spearheading key projects that focus on enhancing the philanthropic impact of his clients through strategic asset allocation and innovative financial modeling. By integrating socially responsible investment principles into his clients’ portfolios, he helps them achieve not only financial returns but also meaningful contributions to their communities. Doug Woerkom’s holistic approach to wealth management, combined with his extensive industry knowledge, positions him as a trusted advisor for those seeking to navigate the complexities of wealth accumulation and preservation.
Senior Credit Analyst at Ensign Peak Advisors in March 2025 to Present
Senior Vice President of Wealth Management at Capital Wealth Advisors in September 2023 to April 2025
Senior Investment Strategist at Wells Fargo in July 2015 to October 2023
Founder, President at Lone Peak Portfolio Advisors in January 2014 to July 2015
Portfolio Manager at Deseret Mutual in July 2012 to July 2015
Senior Portfolio Manager / International Equities at Ensign Peak Advisors in October 2009 to July 2012
VP / Portfolio Manager - International Equities at Ensign Peak Advisors in September 2007 to October 2009
VP/ Portfolio Manager - Equities at Ensign Peak Advisors in August 2004 to September 2007
AVP/Portfolio Manager--Fixed Income at Ensign Peak Advisors in May 2002 to August 2004
Engineer - Advanced Reactor Concepts at Lockheed Martin in October 1999 to August 2000
Engineer - Nuclear Operations at Lockheed Martin in July 1998 to October 1999
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Fund Management
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Bloomberg
Financial Analysis
Asset Management
Emerging Markets
Asset Allocation
Investment Strategies
Wealth Management
Equity Research
Capital Markets
Fixed Income
Equities
Financial Modeling
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Private Equity
#private debt
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Discover more about Ensign Peak AdvisorsWhat is Doug Woerkom email address?
Email Doug Woerkom at [email protected]. This email is the most updated Doug Woerkom email found in 2026.
How to contact Doug Woerkom?
To contact Doug Woerkom send an email to [email protected]. (updated on October 29, 2024)
What company does Doug Woerkom work for?
Doug Woerkom works for Ensign Peak Advisors
What is Doug Woerkom's role at Ensign Peak Advisors?
Doug Woerkom is Senior Credit Analyst
What is Doug Woerkom's Phone Number?
Doug Woerkom's phone (***) ***-*553
What industry does Doug Woerkom work in?
Doug Woerkom works in the Financial Services industry.
Doug Woerkom Email Addresses
Doug Woerkom Phone Numbers
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