Our Team

Patrick Casey

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

 

John de Carvalho

Chief Investment Officer

John de Carvalho is the Chief Investment Officer of Perkins Coie Trust Company. He is responsible for all investment-related activities at the company. MORE

 

Chris Walcott, CTFA

Chief Trust Officer

Chris Walcott is Chief Trust 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

 

Chris Ammann

Chief Operating Officer

Chris Ammann is Chief Operating Officer of Perkins Coie Trust Company. He is responsible for the daily management of operations functions and is a member of the Perkins Coie Trust Company management team. MORE

 

Adam Baggett

Client Relationship Officer

Adam Baggett is the Client Relationship Officer for Perkins Coie Trust Company. He works on the Administration team creating plans for clients to steward their wealth. MORE

 

Samantha Sundberg

Investment Officer

Samantha Sundberg is an Investment Officer at Perkins Coie Trust Company. She is responsible for investment research, due diligence and management of investment portfolios for individuals, trusts and estates. 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

 

Kiva BoddyKiva Boddy

Trust Operations Administrator

Kiva Boddy is a 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. She also assists with cash, wire and ACH transactions. MORE

 

Tracy Bell

Executive Assistant & Risk Administrator  

Tracy Bell is the Executive Assistant and Risk Administrator for Perkins Coie Trust Company (PCTC). Tracy is responsible for coordinating client intake and managing regulatory requirements. MORE

 

Alejandro Castro

Investment Administrator

Alejandro Castro is an Investment Administrator of Perkins Coie Trust Company. Alejandro supports the Investment team in all aspects of investment management. MORE

 

Laura Counley

Trust Administrator

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

 

Chelsea McBride Chelsea McBride

Trust Administrator

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