Columbia Trust Company

Columbia Trust Company

Financial Services, 805 Sw Broadway, Portland, Oregon, 97205, United States, 11-50 Employees

columbiatrustcompany.com

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phone no Phone Number: 50********

Who is COLUMBIA TRUST COMPANY

Columbia Trust Company provides personal trust and investment management services, serving as an independent fiduciary that preserves the legacies of our clients and helps transition weal...

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  • 805 Sw Broadway, Portland, Oregon, 97205, United States Headquarters: 805 Sw Broadway, Portland, Oregon, 97205, United States
  • 1966 Date Founded: 1966
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6022 | NAICS Code: 812990 | Show More

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Columbia Trust Company Org Chart and Mapping

Employees

Mike Jundt

Trust Systems Analyst

Katie Provence

Trust Relationship Manager

Marilyn Mullenax

Trust Relationship Manager

Rob Howell

Director of Investments

Barbara Root

VP, Relationship Manager

Gillian Eubanks

VP, Senior Trust Officer and Portland Team Lead

Marie Perilman

SVP, Uhnw and Philanthropic Strategist

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Frequently Asked Questions Regarding Columbia Trust Company

Answer: Columbia Trust Company's headquarters are located at 805 Sw Broadway, Portland, Oregon, 97205, United States

Answer: Columbia Trust Company's phone number is 50********

Answer: Columbia Trust Company's official website is https://columbiatrustcompany.com

Answer: Columbia Trust Company's revenue is $10 Million to $25 Million

Answer: Columbia Trust Company's SIC: 6022

Answer: Columbia Trust Company's NAICS: 812990

Answer: Columbia Trust Company has 11-50 employees

Answer: Columbia Trust Company is in Financial Services

Answer: Columbia Trust Company contact info: Phone number: 50******** Website: https://columbiatrustcompany.com

Answer: Columbia Trust Company provides personal trust and investment management services, serving as an independent fiduciary that preserves the legacies of our clients and helps transition wealth to the next generation. While we are a local company, we look globally when it comes to asset allocation, incorporating multiple styles, asset classes, and alternative investments. From our offices in Oregon, Washington and Idaho, we will gladly manage real estate and other unique assets that are often the foundation of family wealth in the Pacific Northwest. Columbia Trust Company manages investments for high net worth clients, non-profit endowments and family offices who are interested in a thoughtful, balanced approach to wealth management. In our role as a fiduciary, we do not sell products. Instead we choose the investment solutions that are right for you. Our approach to managing your investments minimizes unnecessary risk, allowing you to accumulate wealth more steadily and substantially over the long term. While we are a local company, we look globally when it comes to asset allocation, incorporating multiple styles, asset classes, and alternative investments to create the ideal mix for you and your goals. Many clients choose to use us for investment management services knowing that theyll be in good hands when they are ready to transition their trust responsibilities over to us. Customized Services - Investment Management Services - Trust Administration and Estate Settlement - Trust Accounting and Tax Reporting - Fiduciary Services - Real Estate and Specialty Asset Management

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