Article

We’re grateful to celebrate our four-year anniversary as a firm and acknowledge the milestones we’ve accomplished over the past year.

Parcion Private Wealth celebrates third anniversary with impressive growth and prestigious honor.

Parcion Private Wealth welcomes Tim Bond as Director of Investment Operations and Portfolio Management and Stacee Kratovil as Senior Family Advisor.

Parcion Private Wealth celebrates second anniversary surpassing $2 billion in assets under management.

Parcion Private Wealth recently welcomed Brendan Sullivan to the team as Chief Operating Officer.

Parcion Private Wealth recently welcomed Sarah Kaler as Chief People & Culture Officer.

Parcion launches original podcast for business owners and entrepreneurs exploring what’s next. The What’s Next podcast breaks down the complexities of navigating wealth events.

At Parcion, we’re continually grateful for the ability to witness so much good that happens around us. We thank you for your part in that, and wish you a wonderful Holiday Season and your best year ever in 2021!