Terry Cook
Chief Executive Officer, Managing Principal
Meet Parcion
Leadership
Sam King
Chief Operating Officer, Chief Compliance Officer
Sarah Cook
Chief People and Culture Officer, Principal
Kathleen Carbone
Chief Advisory Officer, Principal
Jenny Nagai
Senior Client Service Specialist, Principal
Jacob Mahoney
Director of Client Service
Stan Hall
Director of Marketing
Lauren Small
Director of Finance & Operations
Tenasha Trujillo
Executive Assistant to CEO
Kevin Penner
Senior Manager, Advisory and Senior Family Advisor
Stacee Kratovil
Senior Family Advisor
Daniel Walker
Senior Family Advisor
Shay Frederickson
Senior Client Service Specialist
Trenton Clark
Senior Client Service Specialist and Platform Integration Specialist
Peter Besel
Family Advisor
Peter Barnes
Family Advisor
Diego Arias
Family Advisor
Daniel Reuben
Family Advisor
Abbey Miller
Family Advisor
Jack Dolan
Senior Research Analyst
Quinn Snell
Senior Research Analyst
Nathan Mumford
Portfolio Manager
Nick Gunn
Operations & Compliance Associate
Kalena Laurent
Client Service Specialist
Tyler Rockwell
Client Service Specialist
Kathleen Jenkins
Front Office & Events Coordinator