Helen Robinson

Vp, Senior Trust Officer at Columbia Trust Company

Helen Robinson has been working in the trust and financial industry since 2005, starting at Allen Trust Company as a Trust Officer. Helen then moved on to West Coast Bank where Helen held the position of Vice President & Trust Officer until the company transitioned into Columbia Trust Company, where Helen currently serves as the Vice President & Trust Relationship Manager. Helen brings a wealth of experience and knowledge to their role in managing client relationships and trust responsibilities.

Location

Portland, United States

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Columbia Trust Company

Columbia Trust Company provides personal trust and investment management services, serving as an independent fiduciary that preserves the legacies of our clients and helps transition wealth to the next generation. While we are a local company, we look globally when it comes to asset allocation, incorporating multiple styles, asset classes, and alternative investments. From our offices in Oregon, Washington and Idaho, we will gladly manage real estate and other unique assets that are often the foundation of family wealth in the Pacific Northwest. Columbia Trust Company manages investments for high net worth clients, non-profit endowments and family offices who are interested in a thoughtful, balanced approach to wealth management. In our role as a fiduciary, we do not sell products. Instead we choose the investment solutions that are right for you. Our approach to managing your investments minimizes unnecessary risk, allowing you to accumulate wealth more steadily and substantially over the long term. While we are a local company, we look globally when it comes to asset allocation, incorporating multiple styles, asset classes, and alternative investments to create the ideal mix for you and your goals. Many clients choose to use us for investment management services knowing that they’ll be in good hands when they are ready to transition their trust responsibilities over to us. Customized Services - Investment Management Services - Trust Administration and Estate Settlement - Trust Accounting and Tax Reporting - Fiduciary Services - Real Estate and Specialty Asset Management


Employees

11-50

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