Kiva Boddy

Kiva Boddy has more than 25 years of financial services industry experience. In addition, she works with the investment team in its daily and monthly mutual fund trades, investment returns, and associated research. Kiva also assists with the company's budget and tax filings. 

Prior to joining Ashurst Perkins Coie Trust Company, she was a client service associate at Parametric Portfolio Associates. In this role, she assisted a wide range of teams, working with sales, portfolio managers, billing, trading, advisors, and custodians (Fidelity, National Financial Services, TDA, Schwab, BONY, Lockwood, Pershing, and First Republic). Her previous investment advisory and brokerage industry experience come from RBC Wealth Management, National Securities Corporation, and Pacific West Financial Group.