Ginny is a Senior Vice President, Senior Client Advisor in Whittier Trust’s San Francisco office. Ginny provides high touch, attentive services for several ultra-high net worth families located nationwide. Ginny advises clients with varied profiles on intergenerational planning, real estate, insurance, banking and tax. As the primary contact at Whittier Trust, she oversees multi-faceted wealth services including charitable giving, issues involving aviation, vineyard management, and client employees. Ginny has been with Whittier Trust for over 15 years.
Prior to joining Whittier Trust, Ginny worked for Wells Fargo Bank, assisting high net worth individuals with their trust and investment needs. Before that, she spent many years as a trust administrator with First Interstate Bank and began her career at Bank of America, managing trust accounts and probate estates.
She received her Bachelor’s degree in Political Science from the University of California, Berkeley. Ginny graduated from the American Bankers Association National Trust School and Cannon Financial Institute’s Trust School and holds the Certified Trust and Financial Advisor (CTFA™) designation.
Ginny is a member of the San Francisco Estate Planning Council and is actively involved in a number of community and civic associations.