Nick Momyer
Portfolio Manager-Equities at Whittier Trust Co.
Profile
Mr. Nickolaus P.
Momyer is a Northwest Regional Manager & Senior Vice President at Whittier Trust Co. He is responsible for helping establish the investment philosophy of the firm, and for the selection of individual securities and appropriate asset allocation ranges for client portfolios.
Prior to joining Whittier Trust, he held the role of Director, Investment Management at Tiedemann Advisors.
Prior to that, he was a Senior Portfolio Manager at BMO Harris Private Bank and a member of the bank’s Global Asset Allocation Committee.
He earned his bachelor’s degree in International Political Economy from the University of Puget Sound and his MBA with an emphasis in Finance from the University of Washington.
He holds the designation of Chartered Alternative Investment Analyst (CAIA®) and is a member of the CAIA Association.
Nick Momyer active positions
| Companies | Position | Start |
|---|---|---|
Whittier Trust Co.
 Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Portfolio Manager-Equities | 31/10/2020 |
Former positions of Nick Momyer
| Companies | Position | End |
|---|---|---|
BMO Harris Bank, NA (Investment Management)
 BMO Harris Bank, NA (Investment Management) Investment ManagersFinance BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients. | Corporate Officer/Principal | - |
Threshold Group LLC
 Threshold Group LLC Investment ManagersFinance Founded in 1999, Threshold Group LLC is a wealth management firm and registered investment advisor located in Gig Harbor, Washington. The firm is primarily owned by RT Management LLC, which is primarily owned by the 2006 Threshold Return of Capital Trust. Threshold Group provides investment advisory services to ultra high net-worth families, especially large, complex, multigenerational families; large family foundations; and high net-worth individuals and families. | Portfolio Manager-Equities | - |
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Analyst-Equity | - |
Training of Nick Momyer
| University of Puget Sound | Undergraduate Degree |
| University of Washington | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Finance |
BMO Harris Bank, NA (Investment Management)
BMO Harris Bank, NA (Investment Management) Investment ManagersFinance BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients. | Finance |
Threshold Group LLC
Threshold Group LLC Investment ManagersFinance Founded in 1999, Threshold Group LLC is a wealth management firm and registered investment advisor located in Gig Harbor, Washington. The firm is primarily owned by RT Management LLC, which is primarily owned by the 2006 Threshold Return of Capital Trust. Threshold Group provides investment advisory services to ultra high net-worth families, especially large, complex, multigenerational families; large family foundations; and high net-worth individuals and families. | Finance |
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