COLUMBIA PACIFIC - Key Persons
Job Titles:
- General Counsel
- Partner
- General Counsel for Columbia Pacific Wealth Management
Alan is a Partner and General Counsel for Columbia Pacific Wealth Management. Previously, he was the CFO, CCO, and General Counsel for a Seattle-based Registered Investment Advisor; a member of Lake Union Capital Partners; and served in leadership roles for a large financial institution, a mid-cap technology and manufacturing company, and a software company.
Job Titles:
- CFP
- CFP® Partner Client Manager
Alex is a Partner and Client Manager at Columbia Pacific Wealth Management who joined the firm in early 2017. He began his career in public accounting with KPMG, serving in its audit and assurance practice. In addition to being a Certified Public Accountant, Alex holds the Series 65 license.
Alex is Co-Founder and Managing Partner of Columbia Pacific Wealth Management. Previously, he was a Partner and Portfolio Manager at Summit Capital Management, a Northwest-based multi-strategy investment manager.
Amanda is a Relationship Manager with 18 years of professional experience focused on client services within finance, banking, and legal industries. She has earned her Certified Financial Planner (CFP®️) designation and brings that depth of knowledge in collaborating with clients. Prior to joining Columbia Pacific she was a Financial Advisor with Fidelity Investments in Seattle. She worked with professionals and their families to ensure successful strategies for retirement, estate, and legacy purposes.
Amanda races competitively in endurance sports. She has completed numerous marathons and triathlons and was a member of the Worlds Age Group Team in 2016. Amanda also enjoys spending time with her son Peter, husband Dominik, and Corgi Franklin; as well as reading and experimenting with new recipes in the kitchen.
Job Titles:
- Investor Relations Manager
As the Investor Relations Manager, Andrea is responsible for overseeing the alternative investment process for all CPWM clients, including initial tracking, preparation of fund paperwork, and execution of fund purchases. Andrea works closely with our client service teams to troubleshoot any issues that may arise and help provide a smooth investment process for all clients. In addition to overseeing the alternative investment process, Andrea maintains and ensures the accuracy of our financial reporting systems and investor portal.
Job Titles:
- Partner
- Relationship Manager
- Relationship Manager at Columbia Pacific Wealth Management
Anne is a Partner and Relationship Manager at Columbia Pacific Wealth Management. She focuses on building client relationships and advising families, endowments, and foundations on financial planning and investment management. Anne has more than 15 years of experience working in the financial sector. Prior to joining Columbia Pacific Wealth Management in 2014, she managed investment portfolios at the JPMorgan Private Bank in Seattle. Anne began her career at Citigroup in New York City, initially working as an Analyst within Debt Capital Markets. She also spent two years at Citigroup Alternative Investments as a Product Specialist for a Fixed Income Hedge Fund.
Bligh is a Client Service Associate, working closely with our financial advisors to support the needs of our clients. Prior to joining Columbia Pacific Wealth Management, Bligh worked at a global consulting company, where he collaborated with sales executives generating prospects and engaging with clients. Bligh holds the Series 65 license.
Job Titles:
- Partner
- Relationship Manager
- Relationship Manager at Columbia Pacific Wealth Management
Brian is a Partner and Relationship Manager at Columbia Pacific Wealth Management. He has 30 years of experience working with high net worth individuals, families and professional athletes with regard to investment management. Sharing his knowledge, Brian has authored investment-related articles for varying industry publications and has co-presented at educational seminars alongside other financial professionals. He previously served as a VP for the Private Client Services division of Kibble & Prentice and had a successful investment management practice at a regional investment firm.
Brian is a graduate of Western Washington University's business school in accounting. He is co-founder of The NephCure Foundation, a nonprofit organization dedicated to kidney disease research, and served as the former chair of fundraising for Woodinville Junior Lacrosse.
Job Titles:
- Client Manager at Columbia Pacific Wealth Management
In her role as a Client Manager at Columbia Pacific Wealth Management, Carmen works closely with advisors and clients and is responsible for day-to-day portfolio management as well as financial planning and analysis. Prior to joining CPWM, Carmen was a Wealth Strategy Associate for UBS Private Wealth Bellevue and worked in audit for PricewaterhouseCoopers in Bucharest. Carmen is a CFA Charterholder and has earned her Certified Financial Planner (CFP®) designation. She also holds the Series 7 and 66 licenses.
Job Titles:
- Senior Client Service Associate
Carrie is a Senior Client Service Associate at Columbia Pacific Wealth Management. She has more than 15 years of experience in financial services, which includes client service, operations, project management, and strategic planning. Prior to joining CPWM, Carrie led client service for a family office team serving individuals, families, and private foundations. Carrie is a Professional Advisory Council Member at Fred Hutch in Seattle, WA.
Carrie graduated from the University of Wisconsin, Madison with a Bachelor of Arts degree in Political Science. In her free time, she enjoys being active outdoors, traveling, and spending time with her husband and dog.
CJ Calaguio - Chief Compliance Officer
Job Titles:
- Chief Compliance Officer
- Counsel
As a Client Manager, Clare works closely with our Relationship Managers focusing on financial planning and portfolio management. Before her transition to Client Manager, Clare was a Client Service Associate and an Associate Planner at CPWM where she supported operational and administrative needs of our clients. Prior to joining CPWM, Clare worked at Northwestern Mutual as a Financial Representative Associate. Clare holds the Series 65 license.
Clare is a California native and graduated from the University of Washington with a bachelor's in communication and psychology. In her free time, Clare enjoys being active outdoors, baking and spending time with family and friends.
Job Titles:
- Partner
- Relationship Manager
- Relationship Manager of Columbia Pacific Wealth Management 's San Francisco
Craige is a Partner and Relationship Manager of Columbia Pacific Wealth Management's San Francisco office. He has nearly 20 years of experience advising and managing wealth for ultra-high net worth clients and their families. Prior to joining Columbia Pacific, Craige was a Managing Director in the Private Client Services Division of JP Morgan and spent nearly eight years in the Private Wealth Management group at UBS. He also spent two years in Eastern Europe working in structured finance.
Job Titles:
- Partner
- Relationship Manager
Danae started at Columbia Pacific in 2022 as the Office Manager. Prior to joining Columbia Pacific, Danae worked as a Retail Manager as well as an Administrative Assistant at a Sleep Center for the treatment of sleep disordered breathing.
Job Titles:
- Partner
- Partner President COO CIO
Job Titles:
- Client Service Associate
- Client Services Associate
Devon is a Client Services Associate, assisting our advisors in meeting the needs and desires of our clients. Prior to joining Columbia Pacific Wealth Management, Devon was in the medical field for over six years helping to run two different clinics on the Eastside in both administration and management. She also has experience as a copyeditor and an executive assistant, roles she credits with developing the skills needed to help achieve our goals at CPWM.
In his role as a Client Service Associate, Diego works closely with our financial advisors to directly support the operational needs of our clients. Prior to joining CPWM, Diego worked at a local advertising agency as an Accounting Coordinator where he collaborated with the accounting department to carry out the agency's financial responsibilities. He is very personable, and his experience ensures his success in caring for our clients.
Diego grew up in Tacoma, WA where he worked at his family's restaurants his whole life. In 2019, he graduated from Washington State University with a bachelor's degree in Finance. Outside of work, he enjoys golfing, skiing, hiking, fishing, camping, and everything outdoors!
Job Titles:
- Partner
- Relationship Manager
Dina is a Partner and Relationship Manager with 18 years of diverse experience in wealth management and financial services. Prior to joining Columbia Pacific, Dina was an investment and planning specialist at a global bank where she advised UHNW families across eight states. She began her career at Smith Barney in New York City, then worked in California advising clients on insurance and annuity products. This was followed by a position as Sales Manager and Consultant to over 1,500 Financial Advisors for UBS.
Ellie is a Client Service Associate who collaborates with our advisors to support the needs of our clients. Prior to joining CPWM, she worked at Columbia Pacific Management as the Office Manager, where she oversaw daily operations. She has considerable experience in customer service and hospitality, equipping her to help us care for clients.
Jessie is a Client Service Associate who collaborates with our financial advisors to meet the everyday needs of our clients. Prior to joining the CPWM team, Jessie was the Office Manager for Columbia Pacific Management where she oversaw daily operations and provided administrative support.
Jordan is an Associate Planner and CSA Manager. She works closely with our Relationship and Client Managers focusing on financial planning and portfolio management. Her knowledge of firm policy, procedures, and technology allows her to interface with clients, anticipate their needs, resolve their problems, and follow through with exceptional service, while driving the firm's initiatives and process to ensure the client experience is second to none. Jordan also oversees the CSA team. As part of the management team, she works to enact long-term strategies for the growth and advancement of the firm's vision. Jordan holds the Series 65 license.
Job Titles:
- Partner
- Relationship Manager at Columbia Pacific Wealth Management
Joe is a Partner and Relationship Manager at Columbia Pacific Wealth Management. He helps individuals, families, foundations, and nonprofits meet their financial goals. Prior to joining the firm, Joe was a Wealth Manager and Executive Vice President at Kibble & Prentice as well as a Senior Vice President involved in the management of domestic and international operations for Rena Ware International. He is a Certified Public Accountant.
Kat is a Client Service Associate working with the Columbia Pacific Wealth Management's San Francisco team to support its operational and administrative needs. She has more than 18 years of administrative experience working with high net worth individuals and families. Prior to joining the firm, Kat worked as a Senior Client Associate at JP Morgan and at UBS Financial Services. In addition to supporting clients at her previous firms, she spent part of her day training new client associates and providing ongoing backup technology support.
Kat enjoys reading and spending time with her husband and daughter. She is a Disney fan and loves Mickey and Minnie Mouse. She has a collection of Disney beanies and snow globes.
Job Titles:
- Associate Planner at Columbia Pacific Wealth Management
Kavin is an Associate Planner at Columbia Pacific Wealth Management who focuses on client service, financial planning, and portfolio management and reporting. Prior to joining Columbia Pacific Wealth Management, Kavin was at Pacific Gas & Electric where he worked closely with the chief of staff, analyzing financial data and the overall efficiency of the workforce. Kavin holds the Series 65 license.
Kavin grew up in San Diego, CA and recently graduated from University of California, San Diego with a Bachelor's in Quantitative Economics and an Accounting Minor. He was also a sprinter on the Division I Men's track and field team. In his free time, Kavin enjoys exploring the outdoors, reading, cooking, investing, and playing pickup football.
Job Titles:
- Partner
- Relationship Manager
- Relationship Manager at Columbia Pacific Wealth Management
Keith is a Partner and Relationship Manager at Columbia Pacific Wealth Management who specializes in portfolio, asset and estate management. He is responsible for designing, implementing, and monitoring portfolios that match the objectives and constraints of each client. Keith has been in the investment profession since 2000. Prior to joining Columbia Pacific Wealth Management, he worked for the Private Client Services division of Kibble & Prentice, Cambridge Associates, and Meltzer Wealth Management - specializing in investment analysis, reporting, and client management. He holds a bachelor of business administration degree from the College of William & Mary and is a CFA Charterholder.
Job Titles:
- Finance
- Operations Manager
As a Finance Operations Manager, Lauren works closely with our advisors and management team by governing advisor billing and internal finance processes. When collaborating with our Columbia Pacific Advisor team, Lauren administers operational and compliance-related initiatives. Prior to onboarding with CPWM, she was an Accountant for a local Investment Advisory Broker, KMS Financial Services. Lauren holds a Master's degree with concentration in Accounting, and is knowledgeable in cultural adaptation from studying International Business and French in Paris, France.
Job Titles:
- Partner
- Relationship Manager
Job Titles:
- Partner
- Relationship Manager
Job Titles:
- Relationship Manager, Family Office
Job Titles:
- Partner
- Relationship Manager
Job Titles:
- Partner
- Relationship Manager