Flanary, Sean
Sean is an Assistant Vice President, Client Advisor with Whittier Trust Company of Nevada. He leverages the firm’s full range of services, including Investment Management, Trust, Philanthropy, Real Estate, and Family Office, to deliver comprehensive and customized solutions for clients. Sean began his career with Whittier Trust in 2021 as a Client Advisory Associate. He […]
Muzzin, Katie
Katie Muzzin is an Assistant Vice President and Investment Analyst at Whittier Trust. She supports the investment team with client reporting, portfolio management, and investment research. Katie also serves on the Alternatives Team, where she assists with the sourcing, due diligence, and selection of external investment managers. In addition, she is responsible for analyzing companies […]
Shanks, Kelsey
Kelsey Shanks serves as an Assistant Vice President and Client Advisor at Whittier Trust Company of Nevada. In her role, she leverages the firm’s full range of services, including Investment Management, Trust, Philanthropy, and Family Office Services, to deliver tailored solutions for clients. She focuses on cultivating meaningful relationships with individuals, families, and trusted advisors. […]
Rodriguez, Jacob
Jacob Rodriguez serves as an Assistant Vice President, Portfolio Manager at Whittier Trust’s Reno office. He joined Whittier Trust in 2017 and works with high-net-worth families, foundations, and endowments. In his role, he collaborates closely with clients to create comprehensive wealth management plans customized to their unique goals and circumstances. Additionally, Jacob focuses on equity research in […]
Matteoni, Kristen D.
Kristen D. Matteoni is Vice President, Associate Counsel at Whittier Trust. She is responsible for assisting in the legal affairs of the Trust Company, including advising on trust, fiduciary, corporate, regulatory, and business matters. Kristen has nearly a decade of experience in trust and estate law. Prior to joining Whittier Trust, she was an estate […]
LeBeau, Robert
Robert is a Senior Vice President, Client Advisor with the Whittier Trust Company of Nevada. Robert 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 extensively with his clients in the areas of trust and agency […]
Houston, Ian M.
Ian Houston is a Vice President and Client Advisor with Whittier Trust Company of Nevada. Ian provides financial and fiduciary services for high-net-worth individuals and families. Ian collaborates closely with clients and their advisors to tailor investment and wealth strategies that meet their unique needs, goals, and values. Prior to joining Whittier Trust, Ian worked […]
Fuetsch, Keith
Keith Fuetsch is Vice President with the Whittier Trust Company of Nevada. Keith provides financial and fiduciary services for high-net-worth individuals and families. Keith collaborates closely with clients and their advisors to tailor investment and wealth strategies that meet their unique needs, goals, and values. Keith has over six years of experience in Wealth Management. […]
Duguid, Rebecca
Rebecca is a Senior Vice President, Client Advisor in Whittier Trust’s Reno office. Rebecca has been providing financial and fiduciary services to high net worth families for more than 29 years. Rebecca’s strength is building relationships with clients and their other professionals to provide seamless services in the areas of trust and agency administration. She […]
Neben, Mathew N.S.
Mat is a Senior Vice President and Portfolio Manager in Whittier Trust’s Reno office. He manages equity, fixed income, and alternative assets for high-net-worth individuals and foundations. As a member of Whittier’s Investment Committee, Mat helps establish the overall investment strategy of the firm. He is also responsible for analyzing companies in the Communication Services […]