Dean is a Senior Vice President and Senior Portfolio Manager with the Whittier Trust Company of Nevada. Dean manages equity, fixed income and alternative assets for high net worth individuals and foundations. Dean advises clients on issues such as asset allocation, risk assessment, capital market return expectations, and the importance of after-tax performance within their portfolio. Dean is part of the Investment Committee at Whittier Trust. He is the primary analyst for the Utilities and Telecommunications sectors and previously covered the Basic Materials sector.
Prior to joining Whittier Trust, Dean worked in the Private Bank at Bank of America in trust administration and investment positions. Dean holds the designation of Chartered Financial Analyst (CFA®) and is a member of the CFA Society of Los Angeles. He received his Bachelor’s degree in Finance from the University of Nevada, Reno (UNR). Dean serves on the Board of the University of Nevada Foundation and is a member of their Investment Committee. He is also a member of the University’s Silver and Blue Society and sits on the Advisory Board for the school’s College of Business.