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Columbia Trust

Company Name

Columbia Trust

Main Industry

Real Estate

Website

www.columbiatrustcompany.com

Columbia Trust Profile and History

Columbia Trust Company provides personalized trust and investment management services, primarily serving Northwest families and non-profits since 1966. With multiple offices in Washington, Oregon, and Idaho, the company specializes in a full range of trust services and sophisticated investment solutions, including non-traditional assets and business ventures. They are dedicated to understanding cl ients' unique legacies and values, ensuring alignment in managing endowment resources for foundations and non-profits. Their high-touch approach and quick response times appeal to individual clients, estate planners, and charitable organizations alike.

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Contact Information

Headquarters

805 SW Broadway Ste 780, Portland, Oregon, 97205, United States

(503) 224-2472

Revenue

$2.6 M

Employees

12

Founded

1988

Columbia Trust Executive Team & Key Decision Makers

Name & TitleContact Info
Donnie Nielsen
Donnie Nielsen

Vice President, Trust Portfolio Manager

Email

Phone

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Jason McCrary
Jason McCrary

Vice President

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Phone

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Julie Gerig
Julie Gerig

Manager, Trust Operations & Vice President

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Phone

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Debbie Wilkins
Debbie Wilkins

Vice President, Portfolio Manager (April 2018)

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Phone

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Marie Booker
Marie Booker

Senior Vice President, UHNW and Philanthropic Strategist

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Phone

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Barbara Root
Barbara Root

Vice President, Senior Trust Officer and Washington Market Manager

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Phone

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David Bell
David Bell

Senior Vice President and Director of Operations

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Phone

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Jacob Baughman
Jacob Baughman

Assistant Vice President & Trust Real Estate Specialist

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Phone

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Todd Aquilina
Todd Aquilina

Vice President, Trust Market Manager Northern California and Reno, Nevada

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Phone

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David Henke
David Henke

Vice President, Trust Officer

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Phone

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Helen Robinson
Helen Robinson

Vice President and Trust Relationship Manager

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Phone

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Lena Gardea
Lena Gardea

Vice President, Private Client Advisor

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Phone

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Debbie Jensen
Debbie Jensen

Senior Vice President, Trust Market Manager

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Phone

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Katie Provence
Katie Provence

Trust Relationship Manager

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Phone

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Bryce Ralston
Bryce Ralston

Portfolio Manager

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Phone

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Gillian Eubanks
Gillian Eubanks

Oregon and Idaho Market Manager

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Phone

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Andrew Hagerty
Andrew Hagerty

Senior Portfolio Manager

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Phone

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Marilyn Mullenax
Marilyn Mullenax

Trust Relationship Manager

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Phone

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Gail Montag
Gail Montag

Trust Relationship Specialist

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Phone

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Connor Jackley
Connor Jackley

Trust Investment Analyst

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Phone

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Recently Updated Team Members

Name & TitleContact Info
Andrew Hagerty
Andrew Hagerty

Senior Portfolio Manager

Email

Phone

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Michael Pettyjohn
Michael Pettyjohn

Vice President Trust Officer

Email

Phone

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Tyler Felan
Tyler Felan

Trust Relationship Specialist

Email

Phone

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Traci Oberoi
Traci Oberoi

Trust Relationship Specialist

Email

Phone

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Kevin Johnson
Kevin Johnson

Investment Analyst II

Email

Phone

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Barbara Root
Barbara Root

Vice President, Senior Trust Officer and Washington Market Manager

Email

Phone

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Gillian Eubanks
Gillian Eubanks

Oregon and Idaho Market Manager

Email

Phone

Reveal for Free

Connor Jackley
Connor Jackley

Trust Investment Analyst

Email

Phone

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Todd Aquilina
Todd Aquilina

Vice President, Trust Market Manager Northern California and Reno, Nevada

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Phone

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Lena Gardea
Lena Gardea

Vice President, Private Client Advisor

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Phone

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Top Columbia Trust Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by Columbia Trust.

Programming Languages

(3 Technologies)

Domain Name Services

(2 Technologies)

Web Fonts

(2 Technologies)

Search Marketing

(2 Technologies)

Frameworks and Libraries

(2 Technologies)

Columbia Trust Email Formats

ParameterSample EmailPercentage

Columbia Trust Top Competitors

CompanyEmployeesRevenueTop technologies
CoastEdge Partners

CoastEdge Partners

15$1.2 M
Stockade Wealth Management

Stockade Wealth Management

6$2.2 M
FRS Capital Management

FRS Capital Management

14$1.7 M
Pillar Wealth Management

Pillar Wealth Management

8$1.2 M
Delphin Investments

Delphin Investments

7$1.1 M

What is Columbia Trust revenue?

Columbia Trust revenue is $2.6 M

How many employees does Columbia Trust have?

Columbia Trust has 12 employees

Where is Columbia Trust headquarters located?

Columbia Trust headquarters are located in 805 SW Broadway Ste 780, Portland, Oregon, 97205, United States

What are Columbia Trust’s primary industries?

Columbia Trust’s main industries are: Real Estate, Finance, Investment Banking

What are some additional names or alternative spellings that users use while searching for Columbia Trust?

Columbia Trust appears in search results as Columbia Trust Co, Coast Trust Co, Colombia Trust Diversified Services LLCColumbia Trust Co LLC, Columbia Trust Company I...See More