Patrick Casey Email & Phone Number

Perkins Coie Trust Company LLC, a trust company chartered in the state of Washington, is a wholly owned affiliate of Perkins Coie LLP. Perkins Coie Trust Company provides financial management of both personal and trust assets. Our team of trust and investment professionals works in concert with the lawyers of Perkins Coie LLP to help our clients navigate.

San Francisco, California, US

Developed comprehensive, tailored wealth management plans for multi-generational families and the delivery through a coordinated team.

Charlotte, NC, US

Worked closely with multi-generational family strategies.

New York, NY, US

Maintain responsibility for a complex book of fiduciary relationships with a thorough understanding of the fundamental tenets of trust law.

Served as proactive, client focused, trusted financial partner to Private Bank clients through a seamless delivery of fiduciary, investment, credit, specialized asset management and depository services.

San Francisco, California, US

Managed Investment Management/Custody Services Department with accountability for maximizing returns on $3.2 billion in assets. Second, spearheaded the integration of the investment operations group during the merger of First Interstate and Wells Fargo.

Successfully managed 270 Investment Advisory Accounts, representing more than $1 billion in assets to maximize returns.

Bachelor’S Degree, Finance

Master Of Business Administration (M.B.A.), Management