Columbia Trust Company
Marie Perilman is an accomplished finance professional currently serving as the SVP, UHNW and Philanthropic Strategist at Columbia Trust Company since August 2022, where efforts are focused on brand visibility, product development, and strategic initiatives. Prior to this role, Marie held positions at Columbia Bank Wealth Management and Columbia Bank, providing comprehensive wealth management services for HNW and UHNW clients. Additional experience includes serving as SVP, Wealth Consultant at Key Private Bank and VP, Financial Advisor at HSBC, among others. Marie's career began at Russell Investment Group, focusing on sales and marketing. Educational credentials include an MBA in Finance from Seattle University, a CFP from the College for Financial Planning, and a BA in Music from the University of Washington.
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