Parcion Private Wealth Ranked #40 in the Forbes | SHOOK Research Top RIA Firms in America 2022
We’re thrilled to share we’ve made the inaugural Forbes | SHOOK Research Top RIA Firms in America! We are also proud to be the top-ranked RIA in Washington state for 2022!
Parcion Private Wealth Welcomes Tim Bond and Stacee Kratovil
Parcion Private Wealth welcomes Tim Bond as Director of Investment Operations and Portfolio Management and Stacee Kratovil as Senior Family Advisor.
Parcion Private Wealth CEO Terry Cook Listed in the Forbes | SHOOK Research Top Wealth Advisors in America for 2022
The Forbes | SHOOK Research Top Wealth Advisor in America ranking is live and we are thrilled to share that our CEO + Managing Principal Terry Cook, CFP®, CIMA® has made the list again! Terry is one of three Washington advisors to crack the top 100 list!
Parcion Private Wealth Ranked #7 Top Philanthropists for Washington Small Businesses for 2022
We are thrilled to announce that we have been ranked #7 Top Philanthropists for Washington Small Businesses in 2022 by the Puget Sound Business Journal!
Parcion Private Wealth CEO Terry Cook Featured as 425 Magazine’s Business Leader in April Edition
We are thrilled to share that our CEO + Managing Principal, Terry Cook, CFP®, CIMA®, was this month’s featured business leader in 425 Magazine‘s April edition of Lead + Follow.
Parcion Private Wealth CEO Terry Cook Named on Forbes | SHOOK Research 2022 Best-In-State Wealth Advisors List
CEO + Managing Principal Terry Cook, CFP®, CIMA® has been recognized as one of the top-ranked wealth advisors in Washington on the Forbes | SHOOK Research 2022 Best-In-State Wealth Advisors List. This is Cook’s fifth year being recognized on the Forbes | SHOOK Research Best-In-State Wealth Advisors list.
Parcion Private Wealth Celebrates Second Anniversary Surpassing $2 Billion in Assets Under Management
Parcion Private Wealth celebrates second anniversary surpassing $2 billion in assets under management.
Parcion Private Wealth Welcomes Brendan Sullivan as Chief Operating Officer
Parcion Private Wealth recently welcomed Brendan Sullivan to the team as Chief Operating Officer.
Parcion Private Wealth Welcomes Sarah Kaler as Chief People & Culture Officer
Parcion Private Wealth recently welcomed Sarah Kaler as Chief People & Culture Officer.