Karriereverlauf von Barbara Ann Potter
Ehemalige bekannte Positionen von Barbara Ann Potter
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Laird Norton Trust Co. LLC
Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA. | Corporate Officer/Principal | 01.01.1988 | 31.12.2003 |
Laird Norton Wealth Management LLC
Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Portfolio Manager-Aktien | 12.05.2010 | - |
US BANCORP | Corporate Officer/Principal | - | - |
Ausbildung von Barbara Ann Potter
Seattle University | Undergraduate Degree |
Pacific Coast Banking School | Graduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Corporate Officer/Principal | 2 |
Undergraduate Degree | 2 |
Portfolio Manager-Equities | 1 |
Sektoral
Finance | 4 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
---|---|
US BANCORP | Finance |
Private Unternehmen | 2 |
---|---|
Laird Norton Trust Co. LLC
Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA. | Finance |
Laird Norton Wealth Management LLC
Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
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