Jason M. McCrary

Columbia Trust Co. is a wealth management firm headquartered in Portland, Oregon. Formerly known as West Coast Trust Co., Inc., the firm was founded in 1966 and is owned by Columbia Banking System, Inc. (NASDAQ: COLB). Columbia Trust provides personalized trust and investment management services to high net worth clients, non-profit endowments and family offices.

Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients.

Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA.