Expertise, Integrity, and a Commitment to You

John founded Columbia Glacier Finance with a vision to build a truly client-centric institution rooted in the Pacific Northwest. With over two and a half decades in investment banking, notably at prominent global firms, John has advised numerous Fortune 500 companies on complex M&A transactions and capital markets strategies.

He is a proud alumnus of the University of Pennsylvania's Wharton School, where he earned his Master of Business Administration. John is also a CFA charterholder, demonstrating his deep expertise in investment analysis and portfolio management.

Beyond his professional achievements, John is a passionate advocate for financial literacy and actively mentors young professionals in the Seattle area. His commitment extends to ensuring Columbia Glacier Finance remains at the forefront of innovation while maintaining unwavering ethical standards.

Education & Credentials:

• MBA, The Wharton School, University of Pennsylvania
• B.S., Finance, University of Washington
• CFA Charterholder

Personal Statement:

"Building Columbia Glacier Finance has been about more than just numbers; it's about building lasting relationships and contributing to the economic vitality of our community. I believe in a holistic approach to finance, where integrity and strategic vision guide every decision."

Jane leads our dedicated Wealth Management division, bringing two decades of expertise in guiding high-net-worth individuals, families, and foundations toward their financial objectives. Her philosophy centers on tailored strategies that encompass investment management, estate planning, and philanthropic endeavors.

A Certified Financial Planner (CFP®), Jane's rigorous analytical skills are matched by her empathetic approach, ensuring clients feel understood and empowered throughout their financial journey. She earned her degree in Economics from the University of Washington, giving her a deep understanding of the local economic landscape.

Jane is an active member of numerous financial planning associations and frequently speaks on topics ranging from generational wealth transfer to sustainable investing practices. She is dedicated to building enduring relationships based on trust and a shared vision for success.

Education & Credentials:

• B.A., Economics, University of Washington
• Certified Financial Planner (CFP®)

Personal Statement:

"True wealth management is about more than just growing assets; it's about protecting legacies and achieving life's most meaningful goals. I find immense satisfaction in helping our clients navigate complex financial landscapes with clarity and confidence."

David spearheads our Investment Banking practice, directing capital markets and M&A advisory services for corporations across various industries. With 22 years of experience garnered at prominent bulge bracket investment banks, David brings a sophisticated understanding of global finance and intricate transaction structuring.

He holds both a Juris Doctor (J.D.) from Harvard Law School and a Master of Business Administration (MBA) from Stanford University, providing him with a unique blend of legal acumen and strategic financial insight. His expertise is invaluable in navigating complex regulatory environments and executing high-value deals.

David is known for his strategic foresight and his ability to forge strong relationships, making him a trusted advisor to C-suite executives seeking growth, divestiture, or strategic partnerships.

Education & Credentials:

• J.D., Harvard Law School
• MBA, Stanford University
• B.S., Finance, University of California, Berkeley

Personal Statement:

"In investment banking, success is measured not just in deal size, but in the strategic long-term value created for our clients. I am driven by the challenge of transforming complex financial puzzles into clear, actionable, and value-accretive solutions."

Sarah specializes in comprehensive financial planning, delivering bespoke investment advice to affluent individuals and families. Her approach is rooted in understanding each client's unique aspirations, risk tolerance, and legacy goals, crafting strategies that prioritize sustainable growth and tax efficiency.

A Certified Financial Planner (CFP®) professional, Sarah also holds a Master's degree in Financial Engineering, equipping her with advanced quantitative skills to analyze complex market dynamics and develop sophisticated wealth accumulation and preservation plans. She is passionate about empowering her clients through clear communication and education.

Education & Credentials:

• M.S., Financial Engineering, Stanford University
• B.A., Finance, University of California, Los Angeles
• Certified Financial Planner (CFP®)

Personal Statement:

"My greatest satisfaction comes from seeing clients achieve their financial freedom. I believe in creating robust, personalized financial blueprints that adapt to life's changes, ensuring peace of mind for today and prosperity for tomorrow."

Michael plays a crucial role in our investment team, providing in-depth market research, financial modeling, and analytical support for portfolio managers. His rigorous attention to detail and sharp analytical skills are integral to identifying investment opportunities and assessing risks across various asset classes.

He graduated magna cum laude from Seattle University with a degree in Finance and is currently diligently pursuing his CFA (Chartered Financial Analyst) designation, a testament to his commitment to advanced financial expertise. Michael's background includes internships at prominent asset management firms, where he gained practical experience in equity research and quantitative analysis.

Education & Credentials:

• B.A., Finance, Seattle University (Magna Cum Laude)
• Candidate for CFA Level III

Personal Statement:

"I'm fascinated by the intricacies of financial markets and the challenge of uncovering value. My goal is to contribute to data-driven decision-making that empowers our advisors and ultimately benefits our clients."

Olivia is our lead Corporate Lending Specialist, dedicated to structuring flexible and innovative financing solutions for businesses of all sizes. From working capital lines and term loans to project financing and acquisition facilities, she helps companies optimize their capital structure and achieve strategic growth.

With a decade of experience in corporate banking, including significant time at a large regional bank in the Puget Sound area, Olivia possesses a deep understanding of the unique financial needs of businesses within the Pacific Northwest. Her client-focused approach emphasizes building long-term relationships and providing tailored advice.

Education & Credentials:

• B.A., Business Administration (Finance), University of Washington
• Certified Commercial Loan Officer (CCLO)

Personal Statement:

"Empowering businesses with the right capital is key to fostering economic growth. I thrive on collaborating with our corporate clients to understand their ambitions and then craft the financial instruments that will help them succeed."