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Our Team

Parcion Private Wealth is led by Terry Cook and Kyle Caouette, two veteran, nationally recognized financial advisors. The Parcion team of credentialed, experienced professionals collaborate seamlessly with your other advisors, to create and implement customized financial plans and investment strategies.

We are committed to providing a highly personalized, one-on-one, family office approach to serving our clients. Our team focuses on understanding your needs and pursuing solutions to ensure that what’s most important to you is achievable.

Parcion Leadership

Terry Cook, CFP®, CIMA®
CEO, Managing Principal

Kyle Caouette, CFA®, CFP®
Principal

Jenny Nagai
Principal

Douglas Johnson
Chief Operating Officer

Back to Leadership

Terry Cook, CFP®, CIMA®
CEO, Managing Principal
Senior Family Advisor
425.278.4175

Terry Cook is the managing principal of Parcion Private Wealth; an independent multi-family office that partners with business owners, entrepreneurs, and their families to optimize wealth events and beyond through smart planning, strong advocacy and prudent investment management. With nearly 30 years of experience, Terry has designed Parcion Private Wealth as the next step in helping his clients preserve the legacy they’ve built to support their families and communities.

Prior to founding Parcion, Terry was a managing director and founder of the Cascade Group of UBS Private Wealth Management. Throughout his career, Terry has focused on providing advanced planning around cash flow modeling, wealth transfer goals, customized investment policies and guidance through major liquidity events.

As a leader in the community, Terry serves on the national board for the Institute for Functional Medicine and is a board member and past board chair for Big Brothers Big Sisters of Puget Sound and the Ducks Unlimited Seattle Chapter.

He also supports Seattle Children Hospital, Hopelink, and lectures regularly for the Lundquist College of Business at the University of Oregon. Terry has a son and two daughters. A resident of Yarrow Point, Washington, Terry is an avid cyclist, is committed to fitness and nutrition, and enjoys hunting and fishing.

Kyle Caouette, CFA®, CFP®
Principal
Senior Family Advisor
425.278.4861

Kyle continues his 13+ year career in private wealth management with a focus on customized portfolio construction and investment research. Kyle is an experienced advisor who drives Parcion’s client advocacy for business owners throughout their succession planning and sales process. 

Kyle graduated from University of Washington with a degree in economics. Kyle is a CFA® charterholder and Certified Financial Planner™ professional.

Kyle serves as President of the East King County Estate Planning Council and is a Member of Seattle Children’s Legacy Advisors. He is actively involved with Seattle Humane, University of Washington’s Alumni Mentorship Program and CFA Society of Seattle. Outside of the office, he is an avid Seattle sports fan and enjoys playing golf.

Jenny Nagai
Principal
Client Service Team Lead
425.278.4862

Jenny has more than 20 years of experience assisting corporate executives, business owners, and private families, and has worked as a Private Wealth Partner for over 15 years.  As  leader of Parcion’s Client Service team, she manages all aspects of client service with a primary focus on operational and administrative functions. She is responsible for asset transfer, account opening and maintenance, banking and lending services as well as the coordination of the firm’s family office lifestyle resource network. Jenny also collaborates with each family’s trusted advisors to develop a comprehensive and unified strategy to meet each client’s unique needs and objectives. Her accomplishments include multiple awards in recognition of her dedication to professional client service.

Jenny earned a degree in psychology from the University of Washington. She is personally involved with many local charities, including Nikkei Concerns, Kay Abe’s Feed the Homeless Project and Big Brothers Big Sisters of Puget Sound. Jenny lives in Bellevue with her husband and son and enjoys traveling and attending many local sporting and theater events.

Douglas Johnson
Chief Operating Officer
425.278.4864

Doug has over 20 years of experience in the advisory industry serving as an advisor, Chief Operating Officer (COO) and consultant in the Seattle area. As COO for Parcion, he plays a critical role as a strategic partner, operations leader, employee developer, and risk manager. Doug’s oversight and ability to define and manage priorities, innovate, and improve performance are what provide long-term business sustainability and success.

Doug holds an MBA from the Thunderbird School of Global Management and a BA from UCLA. He has co-authored industry benchmarking studies and published several articles. Doug lives with his family and their yellow Labrador in Snoqualmie and enjoys golfing, hiking and skiing in the Cascades.

Our Team

Back to Team

John De Carvalho, CFA®
Co - Chief Investment Officer
Head of Investment Strategy
425.278.4869

John joins Parcion with considerable wealth management and leadership experience, previously serving as Chief Investment Officer at two large Seattle area Registered Investment Advisors. He is adept at working with clients, ranging from business owners, corporate executives, families, and institutions, to help them realize their goals and accomplish what is most important to them. As Co-CIO at Parcion, John's role is to enhance our investment philosophy and implementation process through research and analysis; and together with other members of the investment committee, direct firm-wide strategic allocation policies with a goal of always finding opportunities to add value and affect positive change for our clients and their portfolios.

John's experience and accomplishments include:
  • CFA® Charterholder since 2004
  • Graduate of the University of Washington's Foster School of Business: Economics and Finance
John has also been dedicated to improving our society through community and charitable organizations, including current or past involvement with:
  • Sno-King Minor Hockey
  • Habitat for Humanity
  • Mama's Hands - House of Hope
  • Junior Achievement
Together with his wife and two sons, John and his family enjoy all the Pacific Northwest has to offer, especially the outdoor activities, including camping, fishing, and golfing.

Kathleen Boyle, CFP®
Senior Family Advisor
Advisory Department Team Lead
425.278.4866

As a Senior Family Advisor and Advisory Department Team Lead at Parcion Private Wealth, Kathleen works with multi-generational families to identify their key values and goals, building strategic wealth management plans around those tenets. Kathleen brings expertise in advanced planning, including cash flow modeling, wealth transfer strategies, tax mitigation analyses, lending solutions and philanthropic planning, in addition to risk mitigation and portfolio optimization.

When partnering with clients who are preparing to sell a business or with families experiencing first-generation wealth, Kathleen understands that relationships come first. She focuses on building a successful team for her clients and working closely with their trusted advisors to form a cohesive and prudent plan for both prior to and following a transaction. She advocates for family meetings centered on education and transparency, often leading group exercises to help establish shared ideals and long-term ambitions, guiding families to create a legacy unique to them.

Kathleen grew up in Spokane, Washington, before earning her B.A. in finance at the University of Washington Michael G. Foster School of Business. She later obtained her Certified Financial Planner™ credential and is working toward her Certified Exit Planner™ designation, as well.

Prior to joining Parcion, Kathleen spent several years at UBS Private Wealth Management and Morgan Stanley.

Kathleen is passionate about informing and inspiring the next generation of young leaders, and is actively involved in several community organizations, including:
  • Committee Member of Seattle Children's Next-Gen Legacy Advisors; Member of Seattle Children’s Legacy Advisors
  • Secretary of East King County Estate Planning Council
  • Leadership Board Member of Women+Thrive
  • Member of Kappa Alpha Theta Alumni Association



Kathleen enjoys staying active, traveling, and attending concerts and local sporting events. Go Dawgs!

Ryan Halleran - JD
Advanced Planning Team Lead
Family Wealth Advisor
425.278.4863

Prior to Parcion, Ryan joined UBS in early 2018, after working with Wells Fargo Advisors and Morgan Stanley handling aspects of advanced financial planning.  He brings nine years of financial planning experience to our team. At Wells Fargo Advisors, Ryan led a team responsible for investment research and analytics, tax and social security issues, and other relevant legal topics. Previously with The Cascade Group at UBS and now with Parcion, he develops comprehensive financial plans for clients and collaborates with the team and the clients' trusted advisors to help them make informed decisions.

Ryan's experience and accomplishments include:

  • Juris Doctorate, University of Idaho College of Law
  • B.A. in Political Communication, University of Washington
  • Eagle Scout
  • 2016 Rotary Club President
  • St. Mary's Food Bank Advisory Council
  • Former Anthem City Councilman
  • Founded Anthem Young Professional Organization
Outside of the office, Ryan is dedicated to serving his community through city councils and outreach programs. He also enjoys spending time with his wife, daughters, and dogs, Atticus and Jem.

Jim Moore, AAMS®, CMFC®
AAMS®, CMFC® & Senior Family Advsior

Jim Moore is a Senior Family Advisor and comes to us from Cornerstone Advisors with more than 23 years of combined experience in both institutional and retail investment management.  While at Cornerstone Jim was responsible for both the supervision of advisors, serving approximately $1.8B of over $4B in assets under management, which included some of the most complex families, as well as directly serving high and ultra-high net worth families in both Washington and Alaska.  In addition to his supervisory and client facing duties, Jim developed Cornerstone’s advisor training program and led the implementation and launch of the eMoney financial modelling software.   

Prior to Cornerstone, Jim worked at the Frank Russell Company in Tacoma, Washington where he held a variety of progressive positions during his tenure, including over 6 years in the Investment Management & Research group as one of only 5 people trusted to conduct contract negotiations with sub-advisors, as appointed by the board of directors. In addition to contract negotiations at Russell, Jim led large, diverse, international teams transitioning assets between sub-advisors, aided in the development and launch of new mutual fund products, led the development of an investment guideline monitoring system that monitored over 500 global investment guidelines covering multiple asset classes, and held lead roles in Russell’s securities lending and soft dollar programs.  Following his role at Russell, Jim also worked as an Investment Counselor at Fisher Investments where he advised and served over 170 families from around the country. 

He is a graduate from Arizona State University with a B.S. in Finance and holds the AAMS® and CMFC® designations from the College for Financial Planning along with his FINRA Series 65 certification. 

Jim was born and raised in Anchorage, Alaska and is married to his wife, Kelly.  They both reside in Redmond with their son, Aaron (17), and their rescued miniature schnauzer, Bentley.  He is a licensed private pilot, enjoys fishing, and almost anything outdoors.  In the community he participates in events for Friends of Youth, Treehouse, and volunteers his time on the Bear Creek golf team.

Mary Johnson, CFP®, AAMS®
Family Advisor
425.278.4868

Mary is a Family Advisor at Parcion and her responsibilities include implementing customized and comprehensive financial plans as well as providing a high touch experience for clients. She helps clients in the most critical areas for financial success including but not limited to mitigating risk, planning for personalized life goals such as college planning and charitable giving, cash flow, lending solutions, insurance, and family planning. Prior to joining Parcion, Mary was at UBS Private Wealth Management and previously worked as a Financial Consultant Partner at Charles Schwab in Denver, Colorado.

Mary’s experience and accomplishments include:
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Accredited Asset Management Specialist (AAMS®)
  • S.B.A International Business, Elon University, Martha and Spencer Love School of Business
  • Member and Sibling Advocate for Down Syndrome Community of Puget Sound
  • 200HR Therapeutic Yoga Teacher Training Certification
Outside of the office, her interests include hiking, skiing, hot yoga, traveling, and learning to golf and sail.

Galen Camp
Family Advisor
425.278.4876

Galen is a Family Advisor at Parcion Private Wealth, where he is responsible for implementing customized and comprehensive financial plans for clients. He helps clients navigate the most critical areas for financial success including but not limited to risk mitigation, cash flow analysis, education funding, charitable giving, lending solutions, insurance review, and generational wealth transfer.

Prior to Parcion, Galen was at UBS Private Wealth Management and Merrill Lynch, where he began his career in 2016. 

Galen graduated from the University of Washington – Michael G. Foster School of Business, with a B.A. in Finance. 

Galen is an outdoor enthusiast and enjoys exploring all of the nature our beautiful state has to offer! When the weather turns in the fall, you can find him cheering on the Seahawks and Husky football.

Halley Hu
Advanced Planning Specialist

Halley is an Advanced Planning Specialist at Parcion Private Wealth, with expertise in wealth transfer, estate planning, and other relevant tax and legal topics. Prior to joining Parcion, Halley spent several years gaining diverse experiences ranging from consulting and finance to research and teaching. A lawyer by training, Halley combines legal acumen with passion for psychology to understand and solve clients’ most complex and challenging wealth planning issues. 

Halley’s experience and accomplishments include:

·       J.D. and LL.M. (Taxation), Washington University in St. Louis, School of Law

·       B.A. in Philosophy, B.S. in Economics, Duke University

·       Member of New York State Bar

·       Certified Financial Planner® in progress

On weekends Halley enjoys having quality time with her family and friends. As a recent transplant to Seattle, she is looking forward to exploring everything this area has to offer, from skiing and horseback riding to sushi and wineries. Some of Halley’s favorite things are picnics in the park, afternoon tea, interior design, and Pilates.

Jacob Mahoney
Sr. Client Service Specialist

Jacob is a Senior Client Service Specialist at Parcion Private Wealth. He has over ten years of experience in wealth management support in New York City and the Seattle Area with additional background in banking and recruiting. Jacob’s philosophy to client service is driven by an emphasis on communication, and he enjoys developing relationships, learning new skills, and collaborating with colleagues to further enhance a focused team-based approach. Previously, Jacob was a senior associate at Coldstream Wealth Management and Wells Fargo Advisors.

Jacob earned his Bachelor of Arts from the University of Minnesota in the Twin Cities. In his free time, he likes traveling, visiting family, reading, staying fit, participating in improvisational comedy, and indulging in local cuisines whenever possible.

Gina Pope
Sr. Client Service Specialist

Gina is a Senior Client Service Specialist at Parcion.  She brings over 12 years of experience in private wealth management.  Her specialty is assisting clients with their service and administrative needs, operational process development, and team management.  Gina values a collaborative team approach and strives to instill trust and open communication.  

Gina grew up on the east coast and earned a Bachelor’s degree in Business Administration/Marketing.  She loves “hanging out” with her two sons and her grand dog, Louie.  Gina enjoys hiking, spending lots of time with family and friends, maintaining a healthy lifestyle through nutrition, exercise and alternative medicine, and traveling; one of her bucket list vacations is a trip to the Maldives.

Olivia Evans
Client Service Specialist
425.278.4873

Olivia joined Parcion in 2019 as a Client Service Specialist and prior to that spent time at UBS Private Wealth Management as a Client Services Associate. Olivia's primary role at Parcion is to assist clients with administrative items and service requests.

Olivia's experience and accomplishments include:
  • Series 65 License
  • B.S. in Business Administration, University of Oregon
  • Double concentration in Finance and Entrepreneurship
Outside of the office, Olivia enjoys exercising, cooking, attending local sporting events, and exploring the city.

Juliet Schubert, CCEP®
Sr. Operations Manager
425-278-4889

Juliet is the Sr. Operations Manager for Parcion Private Wealth specializing in program management, process improvement, and project planning, implementation and execution. Juliet's areas of focus include: event planning, hiring and onboarding of new employees, marketing, compliance, operations, office management and administration. Prior to joining Parcion, Juliet was with Amazon since 2015 and was previously with Cobalt Mortgage and Holland America Cruise Lines.

Juliet’s experience and accomplishments include:

CERTIFIED COMPLIANCE & ETHICS PROFFESSIONAL™ (CCEP®)
Paralegal, ABA approved degree program
Program and project management training
Member of the Society of Corporate Compliance and Ethics (SCCE®)
Supporter: American Cancer Society, Juvenile Diabetes Association, MEOW Cat Rescue

Juliet enjoys interior design, cooking, supporting local artists and wineries, upcycling, and being outdoors.

Chris McNabb
Associate

Chris Joined Parcion in 2020 as an Associate. Prior to that, he spent time as a financial intern at Protalus. Chris’s primary role at Parcion is to assist clients with administrative items and service requests.


Chris’ experience and accomplishments include:

.       Series 65 Certification
·       B.S. in Business Administration, University of Oregon
·       Double concentration in finance and marketing
·       Minor in Economics


Outside of the office, Chris enjoys skiing, hiking, and exploring the Seattle area.

Patrick Fletcher
Associate

Patrick joined Parcion in 2020 as an Associate. Prior to that, he spent time at Russell Investments as an Investment Operations Intern. Patrick's primary role at Parcion is to assist clients with administrative items and service requests.

Patrick's experience and accomplishments include:

.       Series 65 Certification
·       B.A. in Finance and Information Systems, University of Washington – Michael G.          Foster School of Business.
·       Minor in Mathematics

Outside the office, Patrick enjoys traveling, skiing, fishing, water sports, and exploring Seattle restaurants.

Peter Besel
Associate

Peter has been with Parcion since we launched in 2019, first joining as a special projects manager before moving into his current role as an Associate. Peter’s primary role at Parcion is to assist clients with administrative items and service requests. Prior to Parcion, Peter worked for UW Athletics before joining the Cascade Group at UBS where he served as a private wealth management intern.

Peter’s experience and accomplishments include:
  • B.A. in Finance, University of Washington – Michael G. Foster School of Business
  • Series 65 Certification
In his free time Peter likes wake surfing, travelling, hunting, seeing family, and rooting for the Huskies!

Kaleen Skersies
Executive Assistant to Terry Cook, CEO

Kaleen is the Executive Assistant to Terry Cook, CEO & Managing Partner, of Parcion Private Wealth. Kaleen specializes in the holistic support of C-Suite executives as they lead their teams. Her areas of focus include project management, creating efficiencies, event planning, calendar management, and marketing strategy. Prior to joining Parcion, Kaleen worked for multiple UHNW individuals and has served in various capacities in the private service sector.

Originally from Seattle, Kaleen has lived in MT, CO, and WY. She enjoys yoga, hiking, horseback riding, wine tasting, and traveling.

Katelynn Kern
Front Office Coordinator

Katelynn is the Front Office Coordinator at Parcion Private Wealth. Her areas of focus include reception, client & staff hospitality, event planning, business administration, office management support, internal communications, as well as assisting with marketing and social media. Prior to joining Parcion, Katelynn worked as a social media coordinator for an oncology educational management center.

Katelynn received a B.S. in Healthcare Administration with a focus in management from Concordia University in Portland

Originally from Happy Valley, Oregon, Katelynn enjoys various outdoor activities including hiking and attending sporting events. She also enjoys traveling, wine tasting, and philanthropic activities.

Shanice Dawson
Client Service Specialist

With over ten years of experience in client relations and account management, Shanice provides an extremely detailed approach as a Client Service Specialist with Parcion Private Wealth.   She enjoys organizing, streamlining daily tasks, and prides herself in her relationship building skills.  Prior to joining Parcion, Shanice was an account manager at a co-employer organization.  Among Shanice’s many professional accomplishments are earning her Kaizen Lean Six Sigma White and Yellow belts.
 
Born and raised in Billings, MT she is happy to now call the Seattle area home! In her free time, Shanice enjoys traveling to new places, wine tasting, hiking, riding her Peloton and building Legos!