Meet Parcion
Leadership
Terry Cook, CFP®, CIMA®
CHIEF EXECUTIVE OFFICER, MANAGING PRINCIPAL
Kathleen Carbone, CFP®
CHIEF ADVISORY OFFICER, PRINCIPAL
Sam King
CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER
Art Zaske
CHIEF INVESTMENT OFFICER
Jenny Nagai
SENIOR CLIENT SERVICE SPECIALIST, PRINCIPAL
Cailene Huerta
DIRECTOR OF CLIENT SERVICE
Patrick Carter, J.D., LL.M.
DIRECTOR OF ADVANCED PLANNING
Lauren Feldman
DIRECTOR OF FINANCE & OPERATIONS
Kevin Penner, CFP®
DIRECTOR OF ADVISORY AND SENIOR FAMILY ADVISOR
Stan Hall
DIRECTOR OF MARKETING
Tenasha Trujillo
EXECUTIVE ASSISTANT TO CEO
Peter Besel, CFP®
SENIOR FAMILY ADVISOR
Stacee Kratovil, CFP®
SENIOR FAMILY ADVISOR
Zack Cleveland, CFA
SENIOR FAMILY ADVISOR
Montoya Hill
PEOPLE OPERATIONS MANAGER
Nathan Mumford, CFA
PORTFOLIO MANAGER
Jack Dolan, CFA
SENIOR RESEARCH ANALYST
Mikaela McCoy
INVESTMENT OPERATIONS ANALYST
Peter Barnes, CFP®
FAMILY ADVISOR
Diego Arias
FAMILY ADVISOR
Daniel Reuben, CFP®
FAMILY ADVISOR
Abbey Miller
FAMILY ADVISOR
Tyler Rockwell
FAMILY ADVISOR ASSOCIATE
Shay Frederickson
SENIOR CLIENT SERVICE SPECIALIST
Kalena Laurent
SENIOR CLIENT SERVICE SPECIALIST
Lori Lansing
CLIENT SERVICE SPECIALIST
Jacob Champoux
CLIENT SERVICE SPECIALIST
Ashlyn O'Keefe
CLIENT SERVICE SPECIALIST
Kathleen Jenkins
FRONT OFFICE & EVENTS COORDINATOR