Andrew James Elofson
Chief Investment Officer bij Perkins Coie Trust Co. LLC
Profiel
Mr. Andrew J.
Elofson is a Chief Investment Officer at Perkins Coie Trust Co. LLC.
As a member of the Perkins Coie Trust Company management team, he is responsible for investment management, research and due diligence, economic and market outlooks, and trading and execution.
He has over 22 years of financial services and investment experience across numerous asset classes, including international equities, domestic equities, taxable fixed income and asset allocation.
Prior to joining Perkins Coie Trust Company, Mr. Elofson was Vice President and Portfolio Manager at Davidson Investment Advisors, providing investment management to high net worth, retail and institutional clients.
As Director and Portfolio Manager at Mastholm Asset Management, he managed over $4 billion in assets across numerous mutual funds and portfolios for large institutional clients.
He received his undergraduate degree from the University of Washington.
Actieve functies van Andrew James Elofson
| Bedrijven | Functie | Begin |
|---|---|---|
Perkins Coie Trust Co. LLC
 Perkins Coie Trust Co. LLC Investment ManagersFinance Founded in 2010, Perkins Coie Trust Co. LLC is a Washington state-chartered trust company located in Seattle, Washington. The firm is a subsidiary of Perkins Coie LLP. They deliver trust, estate settlement and investment advisory services to clients of Perkins Coie LLP. Perkins Coie Trust manages assets in trusts and estates and provides investment advice to clients requiring management of their personal investment portfolios, individual retirement accounts, private foundations or endowments. | Chief Investment Officer | 01-09-2019 |
Eerdere bekende functies van Andrew James Elofson
| Bedrijven | Functie | Einde |
|---|---|---|
Davidson Investment Advisors, Inc.
 Davidson Investment Advisors, Inc. Investment ManagersFinance Davidson Investment Advisors, Inc. (DIA) is a registered investment advisor headquartered in Great Falls, Montana. The firm was founded in 1975 and is a wholly-owned subsidiary of D.A. Davidson Cos. DIA offers investment advisory services to a variety of clients including corporations, employee benefit plans, foundations, trusts and high net worth individuals. | Analyst-Equity | 27-10-2016 |
Mastholm Asset Management LLC
 Mastholm Asset Management LLC Investment ManagersFinance Founded in 1997, Mastholm Asset Management LLC is a registered investment advisor based in Seattle, Washington. They manage the Mastholm International Equity Trust | Analyst-Equity | - |
Opleiding van Andrew James Elofson
| University of Washington | Undergraduate Degree |
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| Bedrijven in privébezit | 3 |
|---|---|
Davidson Investment Advisors, Inc.
Davidson Investment Advisors, Inc. Investment ManagersFinance Davidson Investment Advisors, Inc. (DIA) is a registered investment advisor headquartered in Great Falls, Montana. The firm was founded in 1975 and is a wholly-owned subsidiary of D.A. Davidson Cos. DIA offers investment advisory services to a variety of clients including corporations, employee benefit plans, foundations, trusts and high net worth individuals. | Finance |
Mastholm Asset Management LLC
Mastholm Asset Management LLC Investment ManagersFinance Founded in 1997, Mastholm Asset Management LLC is a registered investment advisor based in Seattle, Washington. They manage the Mastholm International Equity Trust | Finance |
Perkins Coie Trust Co. LLC
Perkins Coie Trust Co. LLC Investment ManagersFinance Founded in 2010, Perkins Coie Trust Co. LLC is a Washington state-chartered trust company located in Seattle, Washington. The firm is a subsidiary of Perkins Coie LLP. They deliver trust, estate settlement and investment advisory services to clients of Perkins Coie LLP. Perkins Coie Trust manages assets in trusts and estates and provides investment advice to clients requiring management of their personal investment portfolios, individual retirement accounts, private foundations or endowments. | Finance |
