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Partner | Director of Technology | Client Manager

Kory Lackey

Professional Background

Kory is a Partner, the Director of Technology, and a Client Manager at Columbia Pacific Wealth Management who specializes in the design, implementation and management of various types of investment portfolios for clients. He has extensive experience in the investment industry. As the Director of Technology, Kory leads the firm’s technology initiatives to better serve our clients and team. Prior to joining the firm, Kory worked for the Private Client Services division of Kibble & Prentice. He holds an Accredited Wealth Management Advisor (AWMA) designation from the College for Financial Planning and the Series 65 license.

About

Kory graduated from the University of Washington with a bachelor of arts degree in economics. He enjoys swimming, biking, boating, and spending time with his wife and two kids.

Influencer

“Success is the sum of small efforts, repeated day in and day out.”

– Robert Collier