Our Team

Patrick Casey, CTFA

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

 

Nappen.Tim.PCTC (c)Tim Nappen, CSOP®

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

 

Ylvisaker.Kevin.PCTC (c)Kevin Ylvisaker, CFA, CAIA

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

 

Chris Walcott

Chief Administrative Officer

Chris Walcott is Chief Administrative Officer of Perkins Coie Trust Company. He is responsible for the management of Trust Administration and Client Services and is a member of the Perkins Coie Trust Company management team. MORE

 

Jones.Sandra.PCTC (c)Sandra Jones, CFP®, CIMA®

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

 

Harano.Torrie (c)Torrie Nagendran

Investment Administrator

Torrie Nagendran, Investment Administrator with Perkins Coie Trust Company, supports the Investment team in all aspects of investment management.
MORE

 

Jane-TJane Tahmoresi

Trust Operations Officer

Jane Tahmoresi is the Trust Operations Officer 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

 

Alex Nazarco

Trust Administrator
Alex Nazarco is a Trust Administrator at Perkins Coie Trust Company. He manages a portfolio of trust, agency and estate clients and ensures first-class client service and complex matter resolution.  MORE

 

quinones-marines-cMarinés Marchany Quiñones

Administrative Assistant

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

 

Laura Counley

Trust Administrator

Laura Counley is a Trust Administrator at Perkins Coie Trust Company. She provides support to the Chief Administrative Officer regarding all aspects of trust and estate administration. MORE

 

Biljana Novakovic

Trust Operations Administrator

Biljana Novakovic is the Trust Operations Administrator at Perkins Coie Trust Company where she handles the daily processing of securities and ensures that assets received are booked quickly and correctly. MORE

 

WorthKnowing_V1

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