Jimmy Filter is an Assistant Vice President, Client Advisor in Whittier Trust’s Orange County Office. He serves as a primary point of contact for clients, providing personalized family office services while facilitating the development and execution of complex estate plans. Prior to joining Whittier Trust, Jimmy held roles at UBS Private Wealth Management and eToro USA, a multi-asset investment platform.
Raised in La Jolla, California, Jimmy earned his Bachelor of Science degree in economics from Northeastern University, where he was also a member of the baseball team. He went on to graduate from Brooklyn Law School before starting his career in finance. Additionally, Jimmy is a Certified Private Wealth Advisor (CPWA®) professional.
Outside of work, Jimmy participates in the United Way of Orange County’s e-mentorship program, helping support high school seniors in underserved communities graduate on time and prepare for their next chapter. Jimmy enjoys travelling, watching the San Diego Padres, and maintaining an active outdoor lifestyle.
