Columbia Pacific Wealth Management

A comprehensive wealth management firm with access to unique investment opportunities.

Wealth is Personal.
We understand the connection between our clients and the assets we are entrusted to protect and progress.

Comprehensive Approach

Investment Principles

Unique Opportunities

Boutique Experience

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Comprehensive Advice
Coordinated Solutions

No two clients are alike. The phases of building, protecting, and distributing wealth present challenges and opportunities. We empower our clients by clarifying objectives, addressing risks, and implementing strategies to enhance their total balance sheet. A successful long-term plan requires comprehensive understanding and a coordinated approach.

  • Investment Management
  • Tax & Wealth Transfer
  • Multi-Generational Planning
  • Risk Management
  • Employer Benefits
  • Philanthropic Planning
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Meaningful Portfolios

Our portfolios serve a purpose. An understanding of each client’s personal balance sheet enables us to design and manage meaningful portfolios that evolve with changing needs. With an emphasis on cost, taxes, and risks, we design customized portfolios to deliver sustainable, long-term growth.

  • Risk Capacity & Risk Tolerance
  • Academic Approach to Capital Markets
  • Asset Allocation & Asset Location
  • Alternative Investment Opportunities
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Access Drives Value

Not all returns are created equal.  We work with top tier investment managers, in both public and private markets, that strive to deliver compelling returns with a repeatable, process-driven approach.  Access to unique investment opportunities gives us the ability to design dynamic portfolios that align with our clients’ needs and objectives.

  • Dimensional Fund Advisors
  • SNW Asset Management
  • Global Endowment Management
  • Real Estate Investing
  • Private Lending
  • Hedged Strategies
  • Private Equity
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Boutique by design

Relationships are built on trust. Our boutique, shared family office approach allows us to be engaging, responsive, and solutions-oriented. We deliver insightful, customized strategies in a collaborative and transparent environment. Working with a select number of clients, our goal is to provide a consistently high level of service and build rewarding, long-term relationships.

  • Low Client to Advisor Ratio
  • Collaboration with Outside Advisors
  • Transparency & Access
  • Aggregated Reporting

Our Team

Our team of experienced professionals share one vision:  To create a collaborative, client-centric environment that delivers high-touch service and insightful wealth management strategies.

Alex Washburn

Anne Delaney

Brian Orton

Tyler Gaspard

Jeremy Kiefer

Joseph Strecker

Petra Ljubic-Lane

Taylor Koivu

Paul Parietti

Peder Schmitz

Ha Nguyen

Alan Spragins

Rod Bench

Keith Capasso

Derek Crump

Kate Martin

Kory Lackey

Matthew Kane

Amanda Ary

Noelle Farrand

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Alex Washburn

Alex is a Co-Founder, Managing Partner and also a Founder of Columbia Pacific Advisors. Prior to founding Columbia Pacific Advisors, Alex was a partner and portfolio manager at Summit Capital Management, a Northwest-based multi-strategy investment manager. He is a Director of Winemakers Investment Properties, Freehold Corporation, Glenholme Healthcare Group, SST Group, and Northeast Wireless Networks. Alex is a trustee and member of the Board of Directors of the Seattle Aquarium and is a member of the investment committee at the University Child Development School. Alex graduated with a B.A. from the University of Washington with a concentration in Finance.

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Anne Delaney

Anne is a Relationship Manager with over 10 years of experience in capital markets, alternative assets and investment management. Prior to joining CPWM, Anne was a Vice President at JP Morgan Private Bank in Seattle. She managed investment relationships for high net worth families, endowments and foundations. Anne began her career at Citigroup in New York, initially working as an Analyst within Debt Capital Markets and later joining Citigroup Alternative Investments as a Product and Marketing Specialist for a structured fixed income hedge fund. She grew up in Seattle, and graduated with a B.A. in Economics & Government from Dartmouth College and MBA from the University of Michigan. She is active in the Seattle Junior League and is on the Board of Powerful Schools.

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Brian Orton

Brian is a Managing Partner and Relationship Manager. Brian has 20 years of experience working with high net worth individuals, families and professional athletes with regards to investment management. Sharing his knowledge, he has authored investment related articles for varying industry publications and has co-presented at educational seminars alongside other financial professionals. Brian previously served as a VP for the Private Client Services division of Kibble & Prentice and had a successful investment management practice at a regional investment firm. Brian is Co-Founder of The NephCure Foundation, a non-profit organization dedicated to kidney disease research and serves as the Chair of Fundraising for Woodinville Junior Lacrosse. He is a graduate of Western Washington University’s business school in Accounting.

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Tyler Gaspard

Tyler is a Managing Partner and Relationship Manager. Prior to joining CPWM, Tyler worked as a Senior Client Manager for a Seattle‐based Registered Investment Advisor. Tyler grew up in Olympia and graduated from Willamette University He holds an MBA from Willamette’s Atkinson Graduate School of Management as well as the Certified Financial Planner (CFP®) designation.  Tyler is also an NFLPA Registered Player Financial Advisor and leads CPWM’s professional athlete practice.

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Jeremy Kiefer

Jeremy is Co‐Founder, Managing Partner and Chief Investment Officer. With over 15 years of experience, Jeremy is responsible for directing all aspects of CPWM’s investment process. Prior to founding CPWM, he served as Director of Investments for a Seattle‐based Registered Investment Advisor and sat on advisory boards for Venture Capital and Global Real Estate funds. Jeremy grew up in Bellevue and graduated from the University of Washington. He has earned the Chartered Financial Analyst® (CFA) and Chartered Alternative Investment Analyst® (CAIA) designations and is a member of the CFA Institute, the CFA Society of Seattle and the CAIA Association.

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Joseph Strecker

Joe is a Managing Partner and Relationship Manager with an extensive financial background. He helps individuals, families, foundations, and nonprofits meet their financial goals. Our disciplined process includes providing unbiased, qualified advice. Prior to joining CPWM, Joe was a Wealth Manager and an Executive Vice President at Kibble & Prentice. Prior to joining Kibble & Prentice, Joe was a Senior Vice President involved in the management of domestic and international operations for Rena Ware International. Joe graduated from Washington State University with a B.S. degree in Accounting and is a Certified Public Accountant. Joe is an active member of the Washington Society of Certified Public Accountants and a member of the American Institute of Certified Public Accountants and its Personal Financial Planning Division.

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Petra Ljubic-Lane

Petra is an Investment Operations Specialist. Petra specializes in the back office support of non-profits, trusts, families and individuals. Prior to joining CPWM, Petra worked for the Private Client Services division of Kibble & Prentice. In her home country of Slovenia, she worked with commercial clients as a Corporate Trader and Liquidity Manager at the Bank of Austria in Ljubljana, Slovenia. Petra graduated from the University of Ljubljana with a degree in Business and has a certificate in Personal Financial Planning from UCLA. Petra speaks three languages fluently. Petra enjoys traveling, pilates and spending time with her daughter and husband.

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Taylor Koivu

Taylor is a Managing Partner and Relationship Manager with over 10 years of experience in the wealth management industry. Prior to joining Columbia Pacific, Taylor worked in a Senior Client Management role for a Seattle-based Registered Investment Advisor.  Taylor grew up in Indianola, Washington and graduated from Western Washington University. He has completed extensive course work through the College of Financial Planning and holds a Series 65 Investment Advisor Qualification. Taylor currently serves on the Finance & Audit Committee for the Western Washington University Foundation.

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Paul Parietti

Paul serves as Chief Compliance Officer for both CPWM and Columbia Pacific Advisors, an affiliate company. He is responsible for developing and monitoring the firm’s compliance program, ensuring all activities meet the requirements of state and federal legal and regulatory agencies. Prior to Columbia Pacific, Paul worked as a Fund Accounting/Operations Manager for Summit Capital Group. He grew up on Mercer Island and received a B.A. in Accounting from Seattle University. Paul’s interests include University of Washington and local high school athletics, as well as community involvement through his church.

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Peder Schmitz

Peder is a Co‐Founder, Managing Partner and Relationship Manager. Peder has more than 20 years of experience working with high net worth families, foundations and endowments. Prior to founding CPWM, Peder was a Senior Vice President for Morgan Stanley and Merrill Lynch. Peder grew up in Tacoma and graduated from the University of Washington. Additionally, Peder holds a Series 65 Investment Advisor Qualification. In his free time Peder enjoys spending time with his wife and two daughters fly fishing, skiing, golfing and traveling.

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Ha Nguyen

Ha Nguyen is a Junior Portfolio Manager. She is responsible for the day-to-day portfolio management including asset allocation, portfolio rebalancing, investment research, trading, and operational matters. Ha holds a Bachelor degree in Business Administration from the University of Washington, a series 65 Investment Advisor Qualification and an Accredited Wealth Management Advisor (AWMA) designation from the College for Financial Planning. Outside of work, Ha likes to explore restaurants in Seattle and discover the beauty of the Pacific Northwest.

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Alan Spragins

Alan is a Managing Partner And Chief Operating Officer. Prior to joining Columbia Pacific, Alan was the CFO, CCO and General Counsel for a Seattle based Registered Investment Advisor. Formerly, Alan was a member of Lake Union Capital Partners and has served in leadership roles for a large financial institutions, a mid-cap technology and manufacturing company, and a software company. Alan received his Bachelors of Accountancy and JD from the University of Mississippi and a LL.M. in taxation from New York University

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Rod Bench

Rod is a Managing Partner and Relationship Manager whose experience in the wealth and risk management business stems back to 1972. He was a founder and principal of two significant financial service organizations: Beard, Bench & Mendenhall; and Benefit Administration Company, before forming RA Bench in 1995. Rod also serves as Senior Managing Director at Kibble & Prentice and was an executive officer of New England Financial. He is a member of the Association for Advanced Life Underwriting and of The Investment Management Consultants Association, and past president of both the Yakima and Seattle Estate Planning Councils. He is a recognized expert on the design, financing, reporting, and integration of all forms of executive fringe benefit plans; and the structuring of investment and insurance arrangements to meet the financial and reporting requirements of these programs. Rod also acts as a senior advisor to many highly successful family owned enterprises regarding their succession planning and wealth management issues. He is a Chartered Life Underwriter and holds advanced designations in Business Tax Planning; and Estate Planning from the American College, Bryn Mawr, Pennsylvania.

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Keith Capasso

Keith is a Managing Partner and Relationship Manager. Keith specializes in portfolio, asset, and estate management.  Keith is responsible for designing, implementing and monitoring portfolios that match the objectives and constraints of each individual client. Keith has worked in the investment profession since 2000 and prior to joining CPWM, Keith worked for the Private Client Services division of Kibble & Prentice, Cambridge Associates and Meltzer Wealth Management specializing in investment analysis, reporting and client management. He holds a Bachelor of Business Administration from The College of William & Mary and is a CFA Charterholder. Outside of work, Keith currently serves as Treasurer of Recovery Café, a local nonprofit that supports those who have suffered from addiction and abuse.  Keith also serves as Treasurer of his children’s school.  He stays occupied on the weekends with family – wife, Jennifer and two children, as well as the occasional skiing or hiking adventure.

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Derek Crump

Derek is a Managing Partner and Chief Investment Officer. Prior to joining CPWM, Derek served as CIO for the Private Client Services division and Retirement Plan Division of Kibble & Prentice. A graduate of Connecticut College in Economics and Government, he also earned a Master’s in Economics from the London School of Economics and went on to teach college level economics in Switzerland. He holds a Series 65 Registered Investment Advisors Qualification. In the community, Derek recently served on the board and was the treasurer for Provail, a local non-profit serving the needs of children and adults with disabilities. Derek enjoys swimming, biking, and running and travelling and spending time with his wife and daughter.

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Kate Martin

Kate is a Client Service Associate and manages the implementation of CPWM’s wealth management solutions. Prior to joining CPWM, Kate worked as a Client Administrator for a Bellevue based wealth management firm. She grew up on the Eastside and graduated from Washington State University. Kate enjoys spending time with friends and family, hiking northwest trails and travel.

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Kory Lackey

Kory Lackey is a Senior Portfolio Manager. He specializes in the design, implementation and management of various types of investment portfolios for our clients. Kory has extensive experience in the investment industry. Prior to joining Columbia Pacific Wealth Management, Kory worked for the Private Client Services division of Kibble & Prentice. Kory graduated from the University of Washington with a BA in Economics. He also holds an Accredited Wealth Management Advisor (AWMA) designation from the College for Financial Planning and a series 65 Investment Advisor Qualification. Kory serves on the SYC Foundation Board and enjoys swimming, biking, boating and spending time with his wife and two kids.

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Matthew Kane

Matt is a Managing Partner and Relationship Manager. Matt helps guide families and foundations with the comprehensive development and management of investment portfolios. Prior to CPWM, Matt was a VP for the Private Client Services division of Kibble & Prentice. Matt graduated from the University of California, Berkeley and holds a Series 65 Investment Advisor Qualification. A true athlete, he won three Rugby National Collegiate Championships at Cal, is a former member of the U.S. National Rugby team and played professionally for the Watsonians Rugby Football Club in Edinburgh, Scotland. Matt is active in the community and regularly supports numerous Northwest non-profit organizations.   Matt enjoys coaching tee ball, getting up to Camano Island on the weekends, and travelling abroad with his wife and three young children.

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Amanda Ary

Amanda is an Investment Operations Specialist. Prior to joining CPWM, Amanda worked for the Private Client Services division of Kibble & Prentice. She works closely with advisors and clients providing back office support. Amanda has been working in the industry since 2005 where she began at a private wealth management firm in Seattle, supporting both the investment and life insurance operations. In her spare time she enjoys baking, working on home improvement projects and spending time with her husband and their Golden Retriever.

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Noelle Farrand

Noelle Farrand is an Investment Portfolio Administrator. Prior to joining CPWM, Noelle worked for the Private Client Services division of Kibble & Prentice for more than 9 years. She also worked for several years as a corporate paralegal for a national temporary employment company. Noelle graduated from Pacific Lutheran University with a Bachelor of Arts degree in Sociology, with an emphasis in Crime and Deviance, as well as a minor in Business Administration. In her free time, Noelle enjoys snowboarding and traveling and being with her husband and 2 daughters.

Columbia Pacific Wealth Management is an independent, SEC registered investment advisor that provides comprehensive wealth management strategies for a select number of high net worth individuals, families, foundations and endowments.

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Our Roots

Our roots stem back more than twenty five years when Columbia Pacific Management (CPM) was founded by Daniel Baty. Throughout its existence CPM has delivered compelling investment results. In 2006, Columbia Pacific Management launched Columbia Pacific Advisors (CPA), an alternative investment platform specifically for the Baty family and a select number of outside investors.

Tapping into this proven experience, CPM and CPA saw a void in high net worth investing and formed Columbia Pacific Wealth Management (CPWM) in 2011. Columbia Pacific assembled a team of highly experienced professionals to create a comprehensive wealth management firm with a boutique feel. Building on its success, in 2015 CPWM acquired the Kibble & Prentice Private Investment Advisory Group, a talented wealth management team with experience spanning more than three decades.

Columbia Pacific Advisors

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Unique Investment Opportunities

As part of the Columbia Pacific family of companies, Columbia Pacific Advisors (CPA) is an alternative investment firm managing investments across a range of real estate, opportunistic, direct lending and hedged strategies. With principals and professionals personally invested alongside limited partners, CPA strives to generate compelling risk-adjusted returns on a consistent basis.

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