Tad Trammell
Managing Director, Operations & Reporting & Employee Owner
Tad leads the team responsible for key back-office operations at LNW, including the production of timely investment performance reports for the firm’s clients, the monitoring of client accounts, and arranging and tracking fund transfers and securities trading.
Tad and his team work closely with LNW’s IT department, client-service teams, third-party custodial firms, and on occasion with clients’ own accountants. An important aspect of their work is providing clear and accurate data that helps to streamline and optimize tax reporting for each client. Tad is also the go-to person for LNW’s account tracking and management system.
Prior to LNW, Tad worked for predecessor firm Laird Norton Wealth Management, which he joined in 1999. Before that, he was the director of student financial services at the Art Institute of Seattle.
- B.A. in History, University of Washington
