Troy is a Lead Advisor at Columbia Pacific Wealth Management. He has over 25 years of experience providing investment and financial advisory services to ultra-high net worth individuals and families. Prior to joining CPWM, Troy was a Senior Client Advisor and the Head of Portfolio Management for two multi-family offices. At his previous firm, Troy was on the Investment and Alternative Investment Committees where he was responsible for developing the firm’s investment philosophy and approach to sourcing new investment solutions. Troy is a CFA Charterholder and a member of the CFA Institute and CFA Society of Seattle.
Troy graduated with honors from the University of Utah with a Bachelor of Science in Economics and a Bachelor of Science in Finance. Troy enjoys mountain biking, skiing, supporting the Seattle Kraken, and spending time with his family and friends.
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