![Kristi M. Mathisen](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Kristi M. Mathisen
Geen lopende functies
Profiel
Ms. Kristi M.
Mathisen, CPA, is a Managing Director at Laird Norton Tyee Asset Strategies LLC.
Prior to joining Laird Norton Tyee in 2006, Ms. Mathisen spent 16 years at Bader Martin P.S., a certified public accounting and business advisory firm.
As co-director of the Bader Martin tax practice, she integrated tax strategies with financial and business planning for individuals and families, as well as for private and family-owned businesses.
She also provided consulting services to private foundations and not-for-profit organizations.
Previously, she was a member of the tax staff at Laventhol and Horwath, a national public accounting firm, for six years.
Ms. Mathisen is a certified public accountant.
She is a member of the Washington Society of Certified Public Accountants and American Institute of Certified Public Accountants.
She is an active member of the Seattle CPA Roundtable, Washington Women in Tax, and the Washington Planned Giving Council and is a past-president of the Estate Planning Council of Seattle.
She participates as a member of several planned giving advisory groups for local nonprofits including University of Washington, Swedish Medical Center Foundation and the American Cancer Society.
Ms. Mathisen earned a bachelor's degree in business administration with an accounting concentration from the University of Washington and a Juris Doctor from the University of Washington School of Law.
She is a member of the Washington State and King County Bar Associations.
Eerdere bekende functies van Kristi M. Mathisen
Bedrijven | Functie | Einde |
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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 | 02-06-2011 |
Opleiding van Kristi M. Mathisen
University of Washington | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 1 |
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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 |