Profiel
Prior to joining Laird Norton Tyee in 2004, Ms. Potter was assistant vice president and trust officer at U.S.
Bank of Washington, where she was responsible for administering large accounts and business development.
Previously, she held the position of trust officer at Seattle Trust Bank.
She serves on the boards of the Medic One Foundation, Family Law CASA, and the Eastside Domestic Violence Program and is a member of the executive committee of the Estate Planning Council of Seattle.
She supports several community-focused organizations.
Ms. Potter earned a degree in finance from Seattle City University and is a graduate of the Pacific Coast Banking School.
She also attended Cannon Personal Trust Advanced Administration School.
She is a Certified Financial Planner and a Certified Trust and Financial Advisor.
Eerdere bekende functies van Barbara Ann Potter
| Bedrijven | Functie | Einde |
|---|---|---|
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 | 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. | Portefeuillebeheerder-Aandelen | - |
| US BANCORP | Corporate Officer/Principal | - |
Opleiding van Barbara Ann Potter
| Seattle University | Undergraduate Degree |
| Pacific Coast Banking School | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| US BANCORP | Finance |
| Bedrijven in privébezit | 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 |
