Dodds, William G., CTFA

Will is a Vice President, Client Advisor, CTFA with Whittier Trust Company of Nevada, where he is responsible for providing solutions across the firm’s comprehensive capabilities in Investment Management, Trust, Philanthropic, and Family Office Services. His primary goal is building relationships with individuals and families and their trusted advisors. Will started his career in the […]

Cook, Philip

Phil is a Vice President, Client Advisor in Whittier Trust’s Seattle office, where he focuses on the needs of ultra-high-net-worth families. With experience in trust administration, tax, estate planning, and family governance consulting, Phil brings a conscientious approach to our team, considering short-term and long-term implications and helping families define and achieve their goals.        Phil brings a unique […]

Perlin, Sharon

Sharon is a Senior Vice President and Client Advisor in Whittier Trust’s Seattle and Portland offices. Sharon works closely with clients to understand their priorities, goals and philosophy with respect to stewardship of their wealth, as well as their personal circumstances and family situations. Her goal is to maintain and nurture the human element of wealth […]

Momyer, Nickolaus P.

Nick a Senior Vice President, Senior Portfolio Manager with Whittier Trust and leads the firms Seattle and Portland offices. As a Senior Portfolio Manager, Nick is responsible for helping establish the investment philosophy of the firm, and for the selection of individual securities and appropriate asset allocation ranges for client portfolios. Prior to joining Whittier […]