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Jamie Sumner

Chief Executive Officer and Sr. Wealth Advisor

Jamie has spent the past 15 years advising some of Wall Street’s largest and most sophisticated firms and individuals. 

Starting his financial career at Pacific Crest Securities in Portland, OR, Jamie quickly carved out a niche as a strategic partner to leading investment funds and financial institutions throughout North America. During his tenure at Pacific Crest he was entrusted to provide alpha generating ideas, asset allocation considerations and real time market observations. 

In 2017 Jamie took on a newly formed role at Washington Trust Bank as Vice President of business development, adding “main street” investors to his list of clientele.  In this role he was tasked with growing the bank’s wealth management offering in the Portland market and served as the regional lead for the financial planning team.  

Jamie lives in Portland with his wife Gretchen and 2 children.  He enjoys a friendly (or competitive) round of golf and recently started dusting off the fly rod on occasion.  Jamie graduated from The University of Oregon and maintains his series 7, 63 and 66.