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Parcion Private Wealth Welcomes Tim Bond as Director of Investment Operations and Portfolio Management and Stacee Kratovil as Senior Family Advisor

·4 min read

SEATTLE, September 06, 2022--(BUSINESS WIRE)--Parcion Private Wealth, a Seattle-area wealth management firm focused on helping business owners and entrepreneurs optimize wealth events, recently welcomed Tim Bond as director of investment operations and portfolio management and Stacee Kratovil as a senior family advisor.

"One of our primary goals has been to build a team of passionate professionals with the common intent of delivering exceptional client results," said Terry Cook, CFP®, CIMA®, Parcion managing principal. "Tim and Stacee are tremendous additions, both bringing impressive levels of talent and experience to our firm, and a shared commitment to delivering world class service."

In his role, Bond will handle day-to-day portfolio management, overseeing investment and trading strategies for the firm’s clients. With extensive experience in building public and private security investment portfolios, Bond’s expertise will be integral in helping clients uncover key opportunities to accomplish their investment goals.

Prior to joining Parcion, Bond worked at JP Morgan Asset Management for more than 10 years and managed more than $100 billion in assets across core, core plus, and insurance fixed income strategies. He also served as the chief investment officer at Gripman Investment Advisors, where he managed a multi-asset strategy focused on delivering superior risk adjusted returns for clients. Most recently, he was a private investment analyst and portfolio manager at Winthrop Capital Management.

In recognition of his success in asset management, Bond is ranked as a top ten investor by SumZero, the largest professional investor network. He earned his bachelor’s degree from Purdue University and holds an MBA in Finance from Indiana University. Outside of work, he enjoys spending time with his wife and four kids, biking, hiking, and golfing.

"I’m excited to be part of the Parcion team, and work with a group of professionals that share a commitment to serving clients in the best way possible," said Bond. "I look forward to helping individuals and families create customized investment strategies that are right for them."

Stacee Kratovil joins Parcion as a senior family advisor, bringing more than 10 years of experience working within the multi-family office and private wealth sectors to the firm. She specializes in leading individuals and families through all phases of the wealth planning process and prides herself on providing advisory solutions that meet each client’s individual needs.

Kratovil comes to Parcion after serving as a vice president at U.S. Bank Private Wealth Management, where she provided private banking, wealth planning, and advisory services to multi-generational high-net-worth families. Prior to her time at U.S. Bank, Kratovil was a senior portfolio manager for BMO Harris Bank.

"I admire the emphasis that Parcion puts on fostering strong client relationships, as it is a part of my work that I’ve always treasured," said Kratovil. "I’m elated to have the opportunity to guide individuals and families at the firm through various wealth events and am honored to play such an impactful role in helping them make the decisions that will shape their financial futures."

Kratovil received her Bachelor of Arts in Business Administration, Finance from Washington State University, and earned her Certified Financial Planner™ designation in 2014. She stays involved with her alma mater by serving on the National Board of Advisors for the Carson College of Business and holding a leadership position as vice-chair of the Finance Department Unity Advisory Board. In these roles, Kratovil aims to raise awareness for and encourage female representation in the field of finance through student engagement and speaking opportunities.

Kratovil resides in Marysville, Washington with her husband and two daughters, where she enjoys camping, hiking, and traveling to the beautiful Pacific Northwest forests.

To learn more about Parcion Private Wealth, please visit www.parcionpw.com.

About Parcion Private Wealth

Parcion Private Wealth is an independent, multi-family office that partners with entrepreneurs, business owners and their families to optimize wealth events and beyond, through smart planning, strong advocacy and prudent investment management. Parcion’s experienced team helps clients preserve the legacy they’ve built to support their families and communities. Learn more at www.parcionpw.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20220906006073/en/

Contacts

Mark Firmani
mark@firmani.com
206-466-2700