Nick Momyer

Nick Momyer is the Northwest Regional Manager and Senior Portfolio Manager at Whittier Trust Company, where he leads the firm's Seattle and Portland offices. Based in Kirkland, WA, he oversees client relationships and portfolio management for ultra-high-net-worth individuals and families, specializing in delivering highly customized investment solutions and holistic wealth management strategies.

Momyer focuses on managing concentrated and highly appreciated assets, constructing tailored portfolios primarily with individual securities. He has a particular expertise in diversification, complex tax optimization, tax-efficient wealth management strategies, and integrating investment planning with estate and philanthropic objectives for clients with complex, multi-generational needs. His approach emphasizes minimizing tax drag and enhancing after-tax returns, including capital gains management and tax-loss harvesting across a wide range of public equities and multi-asset class portfolios.

Before joining Whittier Trust in 2020, Nick served as Director and Wealth Advisor at Tiedemann Wealth Management and has extensive experience in the wealth management industry. He holds a BA in International Political Economy from the University of Puget Sound and an MBA in Finance from the University of Washington, further supported by his CAIA (Chartered Alternative Investment Analyst) designation, underscoring his expertise across both traditional and alternative asset classes.