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Patrick CaseyPresident & 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, CTFAChief 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 AmmannChief 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 ElofsonChief 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®, CFTALead 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, CFASenior 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 ChengInvestment 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 GuptaInvestment 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 BellRisk Officer & Executive Assistant Tracy Bell is the Risk Officer & Executive Assistant, assisting the President and CEO of the company. Tracy is responsible for coordinating client intake and managing regulatory requirements, including oversight of PCTC policies and procedures. MORE |
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Sarah GiustiniExecutive Assistant Sarah Giustini is the executive assistant to the President & CEO and Chief Trust Officer & EVP of Perkins Coie Trust Company. She is responsible for providing executive support and client service as well as assisting with marketing efforts, client intake, and budgeting. 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 CounleyTrust Administrator Laura Counley is a Trust Administrator at Perkins Coie Trust Company. She provides support with regard to all aspects of trust and estate administration. MORE |
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Chelsea McBrideTrust Administrator Chelsea McBride is a Trust Administrator at Perkins Coie Trust Company. She provides support with regard to all aspects of trust and estate administration. MORE |
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Jennifer Lucero, CLU®Trust Administrator Jennifer Lucero is a trust administrator at Perkins Coie Trust Company. She provides support with regard to all aspects of trust and estate administration. Jennifer is also the administrator for the life insurance trusts for Perkins Coie Trust Company. MORE |
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Kiva BoddyTrust 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 |
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