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Patrick CaseyPresident & Chief Executive Officer Patrick is responsible for the overall management of trust and investment functions, including oversight of policies and procedures. Additionally, he provides wealth and investment planning services for clients. MORE |
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Chris Walcott, CTFAChief Trust Officer & EVP Chris is responsible for the management of Trust Administration and Client services. Additionally, he holds the designation of Certified Trust and Financial Advisor, and he provides wealth and investment planning services for clients. MORE |
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Andrew ElofsonChief Investment Officer Andrew is responsible for investment management, research and due diligence, economic and market outlooks, and trading and client services. MORE |
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Chris AmmannChief Operating Officer Chris is responsible for the daily management of operations functions. He has over 30 years of financial services experience that includes areas of focus in vendor management and contracting, compliance, trade operations, custody, and client service and reporting. MORE |
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Samantha Sundberg, CFASenior Investment Officer Samantha is responsible for investment research, due diligence and management of investment portfolios for individuals, trust and estates and client services. MORE |
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Tracy BellSenior Risk Officer Tracy is responsible for managing regulatory requirements, audits and exams, and oversight of Perkins Coie Trust Company policies and procedures. She is also the lead of client intake. MORE |
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Jane Tahmoresi, CSOP®, CTOP®Trust Operations Officer Jane handles the daily processing of securities and ensuring that assets received are booked quickly and accurately. She also oversees cash, wire and ACH transactions. MORE |
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Adam Baggett, CFP®, CHFC®, CFTALead Financial Planner and Trust Officer Adam is responsible for client services, trust and estate administration, and is the lead financial planner for wealth management. MORE |
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Chelsea McBride, CTFATrust Officer Chelsea is responsible for all aspects of trust and estate administration and client services. MORE |
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George ChengInvestment Officer George is responsible for investment research, due diligence, and management of investment portfolios for individuals, trusts, and estates and client services. MORE |
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Aenea SandvigInvestment Officer Aenea Sandvig is responsible for investment research, due diligence, and management of investment portfolios for individuals, trust, and estates. MORE |
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Kiva BoddyTrust Operations Administrator Kiva assists in handling the daily processing of securities and ensuring that assets received are booked quickly and accurately. She also oversees cash, wire and ACH transactions. MORE |
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Monica GuptaInvestment Administrator Monica supports the investment team in all aspects of investment management including trade execution, investment research and analysis, performance measurement, investment compliance, and client reporting. MORE |
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Zoe SchwartzTrust Administrator Zoe provides support to the Chief Trust Officer & EVP regarding all aspects of trust and estate administration. MORE |
High-net-worth individuals with $5 million or more in investable assets are increasingly choosing smaller boutique investment firms over large Wall Street institutions, primarily due to the perception of more personalized attention, tailored strategies, and a greater focus on their specific needs and goals.
Source: Luxury Institute research