Staff

  • Ronald R. Zideck

    Director, WTCN
    Ron Zideck

    Ron is a Director for The Whittier Trust Company of Nevada.  Prior to joining Whittier Trust, Ron served as Director of Planned giving for the University of Nevada in Reno. Previously, he served as Managing Partner for the Reno, Nevada office of the national accounting firm of Grant Thornton LLP as well as being a […]

  • James Doti

    Board Member
    James Doti

    James Doti earned his B.S. degree in economics from the University of Illinois, Chicago, and his A.M. and Ph.D. degrees from the University of Chicago. He was appointed president of Chapman University in 1991 and served for 25 years. In September 2016, he returned to the Chapman faculty. He holds the Donald Bren Distinguished Chair […]

  • Ari Warmerdam

    Vice President, Business Development
    Ari Warmerdam

    Ari Warmerdam is Vice President, Business Development at Whittier Trust’s San Francisco office. He is responsible for developing and building client relationships in the San Francisco Bay Area and will also be working with clients across their long-term and multi-generational wealth goals and priorities. Ari brings nearly a decade of cross-sector business development experience, having […]

  • Carl P. Pierlioni

    Senior Vice President, Chief Risk & Compliance Officer
    Carl P. Pierlioni

    Carl is the Chief Risk & Compliance at Whittier Trust. His responsibilities include overseeing Whittier Trust’s compliance program, as well as leading enterprise risk management efforts. With over 25+ years of experience in wealth management, Carl is an insightful compliance expert with in-depth knowledge of fiduciary administration and applicable laws, rules and regulations. In his […]

  • Jacob Klaus

    Vice President, Client Advisor
    Jacob Klaus

    Jacob is a Vice President, Client Advisor with the Whittier Trust Company of Nevada. Jacob provides financial and fiduciary services to high net worth individuals and their families and works closely with multi-generational relationships including grantors, trustees, beneficiaries and business owners. He works closely with our clients to leverage the statutory framework available in Nevada […]

  • Matthew Cooper

    Vice President and Business Development Officer

    Matthew is a Vice President and the Business Development Officer for The Whittier Trust Company of Nevada and is responsible for the coordination of marketing efforts and events for the Nevada office. He is also responsible for the building and maintaining of professional relationships for Nevada. Matthew has ten years in the trust and financial […]

  • Kim Wright-Violich

    Director

    Ms. Wright-Violich is a Director for Whittier Trust.  She is co-founder and Managing Partner of Tideline, a consulting firm that provides tailored advice to clients developing impact investment strategies, products, and solutions. Its mission is to help clients excel in realizing financial and societal value. Prior to Tideline, Kim was the CEO of Schwab Charitable. […]

  • Ashley Fontanetta

    Vice President, Philanthropic Services

    Ashley is a Vice President in Whittier Trust’s Philanthropic Services department, providing philanthropic advisement to our high net worth clients and management services for their foundations and donor-advised funds. The Philanthropic Services team provides comprehensive consulting services for clients who wish to begin a formal process of charitable giving, enhance their existing philanthropy or explore […]

  • Bryce D. Coats

    Vice President, Portfolio Manager

    Mr. Coats brings over twenty years of investment experience in both traditional and alternative asset classes spanning portfolio management, risk management, research and business development.  Prior to joining Whittier Trust, Bryce was Director of Sales & Marketing for Madison Park Capital Partners, LLC, a Seattle based alternative investment fund.  Prior to Madison Park, he served […]

  • Brian H. Flynn

    Senior Vice President, Business Development

    Brian is a Senior Vice President and is based in the firm’s South Pasadena office. He works with prospects and clients for business development and marketing firm wide. Brian has 35 years of experience working closely with high net worth individuals and families with a focus on major gift philanthropy. Brian’s career spans capital campaign, […]