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About
Jen Magers is Trust and Investment Officer at Idaho Trust Bank in Coeur d'Alene, Idaho, where she leads trust administration and investment management for personal and institutional clients. In her current role, she focuses on managing portfolios across fixed income, equities, and cash-equivalent asset classes, as well as administering trusts and estates with an emphasis on client-centric solutions for high-net-worth individuals and families.
Magers has progressively advanced in Idaho Trust Bank since joining in 2020, serving as Trust and Investment Administrator and Senior Trust and Investment Administrator prior to her promotion. She has played a key part in facilitating philanthropic investment strategies, most notably supporting grant awards for the Lewis-Clark Valley Healthcare Foundation and overseeing charitable trust disbursements targeting healthcare and local nonprofit sectors.
She holds a Bachelor of Arts in Business Administration (Human Resources & Marketing) from Eastern Washington University and has completed advanced trust management coursework at Cannon Financial Institute, including Trust School II and III. Magers stands out for her expertise in fiduciary management, asset allocation, and philanthropic giving, particularly within the healthcare, nonprofit, and private wealth management sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Idaho Trust Bank | Trust and Investment Officer | Feb 2023 to Present | — |
| Idaho Trust Bank | Sr. Trust and Investment Administrator | Feb 2022 to Jan 2023 | — |
| Idaho Trust Bank | Trust and Investment Administrator | Feb 2020 to Feb 2022 | — |
| Smith + Malek, PLLC | Legal Assistant | Jan 2019 to Jan 2020 | — |
| U.S. Bank | Client Representative Trust and Wealth Management | Nov 2016 to Mar 2019 | — |
| Witherspoon Brajcich McPhee, PLLC | Administrative Office Manager | Feb 2014 to Nov 2016 | — |
Education
Cannon Financial Institute
Trust School III
2022 — 2022
Cannon Financial Institute
Trust School II
2021 — 2021
Eastern Washington University
Bachelor of Arts in Business Administration, Human Resources & Marketing
2005 — 2012
Skills & Expertise
Others at Idaho Trust Bank (4)
| Name | Role | Location |
|---|---|---|
C Christopher Coyle | Chief Investment Officer | Boise, ID , United States |
| Investment Analyst | Boise, ID , United States | |
| Trust and Investment Officer | Boise, ID , United States | |
| Trust and Investment Officer | Boise, ID , United States |