Columbia Trust

Finance · Oregon, United States · 11-50 Employees

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Overview

Headquarters

805 SW Broadway Ste 780, Portland, Orego...

Phone Number

(503) 224-2472

Revenue

<$5 Million

Industry

Finance Banking Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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Apr
May
ZI Rank
2
1
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1

About Columbia Trust

Columbia Trust Company has been providing personalized trust services and investment solutions to families and non-profits since 1966. With a focus on understanding clients' unique legacies, the company offers a full range of services, including management of non-traditional assets and business ventures. They cater to individuals, families, estate planners, and foundations, ensuring that investments align with organizational values while delivering high-touch service. Operating from multiple locations in Washington, Oregon, and Idaho, Columbia Trust Company is well-equipped to serve geographically distributed clients.Explore more
Popular SearchesColumbia Trust CoCoast Trust CoColombia Trust Diversified Services LLCColumbia Trust Co LLCColumbia Trust Company ISIC Code 60,609NAICS Code 52,523Show more

Columbia Trust Org Chart

PhoneEmail
JG
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Manager, Trust Operations & Vice President

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LG
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Vice President, Private Client Advisor

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HR
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Vice President and Trust Relationship Manager

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MP
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Vice President Trust Officer

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DN
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Vice President, Trust Portfolio Manager

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BR
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Vice President, Senior Trust Officer and Wash...

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AS
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Vice President, Private Client Advisor

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DH
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Vice President, Trust Officer

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DW
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Vice President, Portfolio Manager (April 2018...

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JB
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Assistant Vice President & Trust Real Estate ...

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AH
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Senior Portfolio Manager

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GE
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Oregon and Idaho Market Manager

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JB
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Trust Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Columbia Trust

<$5M
11-50
Private
-
1988
JG
Julie GerigManager, Trust Operations & Vice President
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
1984
TJ
Thomas JohnsonAdministrative Assistant
<$5M
11-50
Private
-
2005
AP
Alexander PonchakPartner & Chief Financial Officer
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2008
GD
Guy-Max DelphinFounder & Chief Investment Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Columbia Trust is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Columbia Trust is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Columbia Trust.

Columbia Trust Tech Stack

A closer look at the technologies used by Columbia Trust

Columbia Trust News & Media

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Frequently Asked Questions Regarding Columbia Trust

What is Columbia Trust's official website?
Columbia Trust's official website is www.columbiatrustcompany.com
What is Columbia Trust's Revenue?
Columbia Trust's revenue is <$5 Million
What is Columbia Trust's SIC code?
Columbia Trust's SIC: 60,609
What is Columbia Trust's NAICS code?
Columbia Trust's NAICS: 52,523
How many employees does Columbia Trust have?
Columbia Trust has 11-50 employees
What industry does Columbia Trust belong to?
Columbia Trust is in the industry of: Finance, Banking, Securities Trading
What is Columbia Trust competition?
Columbia Trust top competitors include: CoastEdge Partners, Stockade Wealth Management, FRS Capital Management, Pillar Wealth Management
What companies has Columbia Trust acquired?
Columbia Trust has acquired the companies: Magic Valley Bank, Columbia River Bank, Pacific Premier Bank, Canyon National Bank
What technology does Columbia Trust use?
Some of the popular technologies that Columbia Trust uses are: goo.gl, WordPress.org, PHP, Microsoft Azure
How do I contact Columbia Trust?
Columbia Trust contact info: Phone number: (503) 224-2472 Website: www.columbiatrustcompany.com
What does Columbia Trust do?

Columbia Trust Company has been providing personalized trust services and investment solutions to families and non-profits since 1966. With a focus on understanding clients' unique legacies, the company offers a full range of services, including management of non-traditional assets and business ventures. They cater to individuals, families, estate... planners, and foundations, ensuring that investments align with organizational values while delivering high-touch service. Operating from multiple locations in Washington, Oregon, and Idaho, Columbia Trust Company is well-equipped to serve geographically distributed clients.Read More

Is Columbia Trust a public company?
Columbia Trust is private company therefore does not currently have an official ticker symbol
See more information about Columbia Trust

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