The Client Services Team at Laird Norton Wealth Management is dedicated to ensuring the highest level of service and support to their clients. This team, comprising roles like Client Associates, Analysts, Trust Associates, and Directors of Client Services, manages client accounts, provides detailed performance reports, assists with trust services, addresses inquiries, and delivers personalized financial solutions. Their focus is on fostering strong client relationships and ensuring satisfaction through meticulous attention to clients’ financial needs and objectives.
Brian Whitaker
Senior Director, Client Servic...
James Mahoney
Senior Director, Client Servic...
Jeff Sain
Director, Client Services
Kate Donnelly
Senior Director, Client Servic...
Lauren P. Martin
Director, Client Services
Lee-Norah Sanzo
Senior Director, Client Servic...
Monica Padineant
Director, Client Services
Rodney Van Belle
Director, Client Services
Ross Henry
Senior Director, Client Servic...
Teri Lamar
Senior Director, Client Servic...
View all