Nickolaus P. Momyer

Vice President, Portfolio Manager

Seattle Office

 

Nick is a Vice President and Portfolio Manager with Whittier Trust’s Seattle office. Nick specializes in managing diversified investment portfolios for high net worth individuals and non-profit entities. He works closely with each of his clients to develop a customized investment portfolio spanning both traditional and alternative investments, specifically tailored to each client’s unique needs and circumstances. Additionally, Nick is the lead analyst on the materials sector for Whittier Trust’s Corporate America equity strategy.

 

Prior to joining Whittier Trust, Nick held the position of Vice President, Senior Portfolio Manager at Harris Private Bank where he managed investment portfolios for high net worth clients. In addition to serving individual clients, Nick was responsible for the firm’s diversified commodity strategy as a member of the Harris Private Bank Asset Allocation Strategy Committee.

 

Nick earned his Bachelor’s degree in International Political Economy from the University of Puget Sound and his Masters of Business Administration degree from the University of Washington. Nick holds the designation of Chartered Alternative Investment Analyst and is a member of the CAIA Association. Nick also serves on the Board of Directors for Seattle CityClub and on the Investment Committee for The Mountaineers.