Financial Planning Association of Puget Sound
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Private Wealth Pacific Northwest Forum
Monday, July 17, 2017, 7:00 AM - 5:00 PM PDT
Category: Events


Monday, July 17, 2017

7:00 AM - 5:00 PM

(Registration starts at 7:00 AM)


Columbia Tower Club
701 5th Ave #7500
Seattle, WA 98104


Request the Forum Agenda
from Markets Group.


The FPA of Puget Sound is pleased to announce details of the Private Wealth Pacific Northwest Forum, organized by Markets Group, taking place in Seattle, Washington on July 17th.

This is an annual, invitation-only, day-long investor education and professional networking event made available to a select 100 executives from the regional high-net-worth and private wealth investor community spanning Washington, Oregon and the surrounding area.

Gathering local family offices, leading private banks, and top-ranked RIAs in the region, the meeting will identify industry trends, create relevant content, secure expert speakers and deliver a forum agenda as unique as the Great Plains private wealth community.

Request the Forum Agenda from Markets Group.


Speakers include:

  • John Abrahamson, Chief Investment Officer, SIGMA Investment Management (Oregon)

  • Sandip Bhagat, Chief Investment Officer, Whitter Trust Company (California)
  • Thomas Abramo, Vice President, Asset Management, Abbot Downing (California) 

  • Mark Castelin, Director, Investment Advisory Services, CTC | myCFO (Washington) 

  • Howard Coleman, Chief Investment Officer, Coldstream Capital Management (Washington) 

  • Gary Furukawa, Founder, Chief Investment Officer, Freestone Capital Management (Washington) 

  • Lowell Gibbs, Family Wealth Strategist, GenSpring Family Offices (California) 

  • Eric Goodbar, Managing Director, Family Wealth, BNY Mellon Wealth Management (California) 

  • Ian Kerrigan, Managing Director, Pacific Northwest, J.P. Morgan Private Bank (Washington) 

  • Erik Lehr, Director of Research, Empirical Wealth Management (Washington) 

  • Michelle Mathieu, Chief Investment Strategist, Fulcrum Capital (Washington) 

  • Jason Norris, Executive Vice President, Research, Ferguson Wellman Capital Management (Oregon) 

  • Kyle McCoy, Vice President, Private Wealth, Goldman Sachs (Washington) 

  • Gino Perrina, Chief Investment Officer, Laird Norton Wealth Management (Washington) 

  • Joel Petersen, Senior Vice President, U.S. Trust (Washington) 

  • Michael Radakovich, Founder, Summit Advisors NW (Oregon)

Comp passes (subject to approval) for family offices, investment advisors, and private bankers.

The number of managers in attendance is limited to 14 to keep the meeting productive for all and to preserve its intimate, high-quality atmosphere.

If you would like an invitation to the Forum, please email [email protected] to discuss ways you and your firm can get involved in the program.