Parcion Private Wealth
Samuel King serves as the Chief Operating Officer and Chief Compliance Officer at Parcion Private Wealth since April 2025. Prior to this role, Samuel held positions as Chief Operating Officer at Private Client Resources from 2022 to 2024, and as Enterprise Program Director at Addepar from January 2019 to March 2022. Samuel's experience also includes serving as Vice President of Client Operations and Vice President of Professional Services at Envestnet, Inc. and Envestnet | Tamarac, respectively. Earlier in the career, Samuel worked as an Account Manager at Merriman Capital Management and as Managing Director at PNW Mortgage. Samuel began the professional journey at McDonald’s AE Restaurants Inc. as a Manager. Academic qualifications include a degree in Business Administration with a focus on Finance from Washington State University.
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Parcion Private Wealth
The Parcion team has years of experience in assisting business owners who are considering selling their companies and advocating for their client's best interests throughout the sale of the business, from cash flow optimization and tax mitigation to estate planning and succession, and beyond.