Kevin Johnson

Avp, Trust Portfolio Manager at Columbia Trust Company

Kevin Johnson has diverse experience in investment analysis, research, and customer service. At Columbia Trust Company, Kevin supports Portfolio Managers through portfolio analysis. At Pacific Lutheran University, Kevin was a Research Fellow focused on technology-enhanced learning opportunities. As the Chief Economist at Mary-Lund Student Investment Fund, Kevin developed investment strategies and mentored junior members. With a background in customer service at Blizzard Entertainment, Kevin has honed their communication skills and problem-solving abilities. Kevin holds a Master's degree in Finance from Pacific Lutheran University.

Location

Seattle, 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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