President & Chief Executive Officer
Patrick Casey is President & Chief Executive Officer of Perkins Coie Trust Company. He is responsible for overall management of trust and investment functions, including oversight of policies and processes. MORE
Chief Operating Officer
Tim Nappen is Chief Operating Officer of Perkins Coie Trust Company. Tim is responsible for the daily management of operations functions and is a member of the Perkins Coie Trust Company management team. MORE
Chief Investment Officer
Kevin Ylvisaker is Chief Investment Officer of Perkins Coie Trust Company. He is responsible for the management of portfolios for individuals, nonprofit organizations and foundations. MORE
Senior Investment Officer
Sandra Jones is Senior Investment Officer of Perkins Coie Trust Company. She is responsible for the management of equity and balanced portfolios for individuals, non-profit organizations and foundations. MORE
Torrie Nagendran, Investment Administrator with Perkins Coie Trust Company, supports the Investment team in all aspects of investment management.
Trust Operations Officer
Grace Strommer is the Trust Operations Officer at Perkins Coie Trust Company. She handles the daily processing of securities, ensuring assets received are booked quickly and correctly. MORE
Trust Operations Administrator
Jane Tahmoresi is the Trust Operations Administrator at Perkins Coie Trust Company. She assists in handling the daily processing of securities and ensuring that assets received are booked quickly and accurately. MORE
Marinés Marchany Quiñones is an Administrative Assistant at Perkins Coie Trust Company. She provides support as part of the Trust and Estate Administration Team. MORE
Investors with at least $5 million in assets and annual income of $200,000 prefer smaller boutiques as opposed to larger Wall Street firms by virtue of greater perceived independence and client-centricity.
Source: Luxury Institute research