Our Team

 

 

Image of Patrick Casey

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

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Chris Walcott, CTFA

Chief Trust Officer & EVP

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

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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

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Andrew Elofson

Chief Investment Officer

Andrew Elofson is Chief Investment Officer at Perkins Coie Trust Company. He is responsible for investment management, research and due diligence, economic and market outlooks, and trading and execution. MORE

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Adam Baggett, CFP®, CHFC®, CFTA

Lead Financial Planner and Trust Officer

Adam Baggett is the Lead Financial Planner and Trust Officer for Perkins Coie Trust Company. He works on the administration team creating plans for clients to steward their wealth. MORE

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Samantha Sundberg, CFA

Senior Investment Officer

Samantha Sundberg is Senior 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

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George Cheng

Investment Officer

George Cheng is an Investment Officer at Perkins Coie Trust Company. He is responsible for investment research, due diligence, and management of investment portfolios for individuals, trusts, and estates. MORE

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Monica Gupta

Investment Administrator

Monica Gupta is an Investment Administrator at Perkins Coie Trust Company. She 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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Tracy Bell

Senior Risk Officer

Tracy Bell is the Senior Risk Officer for the Perkins Coie Trust Company. Tracy is responsible for managing regulatory requirements, audits and exams, and oversight of PCTC policies and procedures. She is also the lead of client intake. MORE

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Chelsea McBride, CTFA

Trust Officer

Chelsea McBride is a Trust Officer at Perkins Coie Trust Company. She is responsible for all aspects of trust and estate administration and client services. MORE

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Jane Tahmoresi, CSOP®, CTOP®

Trust Operations Officer

Jane Tahmoresi is the Trust Operations Officer at Perkins Coie Trust Company. She 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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Laura Counley

Client Relationship Officer

Laura Counley is a Client Relationship Officer at Perkins Coie Trust Company. She is responsible for all aspects of trust and estate administration and client services. MORE

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Kiva 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

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